Partnership Testimonials - Successful working relationships with our partners means the right independent financial advice for your clients

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Robert Lomax

Property Developer

"Almary Green’s service is extremely good. I’ve been very impressed with their multi-layered approach, encompassing corporate, family and personal matters. I would definitely use them again for assistance with future investments."

Mrs M Caston

"I was a farmer and used to be in the NFU, but I didn’t want all my eggs in one basket. I enlisted the assistance of Jim at Almary Green because I needed help with pension schemes for myself and my husband. I always deal with Jim - he’s brilliant! I can turn to him for advice and I have every confidence in him."

Maggie Cooper

Retired HR Manager

"I've had problems with other financial advisers in the past and was often given the wrong advice. Almary Green, however are absolutely fantastic and have given me sound advice. I have enjoyed incredible service and I feel as though I'm dealing with a personal friend."

Carol Marsh

"I wanted to find someone I could trust and work with on a one-to-one basis. Which is why Almary Green were such a good choice. I have been extremely impressed with their service and with the attention to detail that my adviser provides. He gives me great advice that I can trust and feel confident about."

Graham Williams

"The service I’ve received from Almary Green has always been very good. They’ve mostly helped with my pension plan but I’ve also consulted them with regard to other investments and financial matters, such as trust funds for my children and ISAs."

Philippe May

"An accountant we went to for advice recommended that we turn to a financial adviser at Almary Green. Their service has always been very good indeed. They are efficient and I'm always impressed with them because they're pro-active and on time. I will definitely continue to use them in the future!"

Linda Rathbone

Former Director, Qualitetch Components Ltd

"As our business grew, we decided to offer our employees a pension scheme, which we also invested in. We worked with Carl, who was our pension adviser, and when he established Almary Green we went with him. The relationship we had developed was important to us and his knowledge on all financial matters and personal attention to detail was, and still is, absolutely astounding!"

Will Farrow

"I enlisted Heather Sonnet from Almary Green as a mortgage broker knowing that, as I was newly self employed, it would be difficult. Right from the first meeting, Heather gave me confidence in her ability and throughout the process she went the extra mile to have our application approved (which it was). Her service levels, contacts within the mortgage industry and the support team at Almary Green make the offering second to none."

Richard Shelton

Optician

"After I sold my business in May 2006, I approached a financial consultant to help me plan for my new retirement. I initially met with five financial advisers, but Almary Green was by far the best. The information, forward planning and clarity of explanation that came as part service was thorough and far superior to any other. The service has been excellent, particularly with the care I received following the sale of the business, which was sensitive and thoroughly helpful."