Your IndustryOct 2 2014

Month of firsts for Almary Green

twitter-iconfacebook-iconlinkedin-iconmail-iconprint-icon
Search supported by

Norwich-based advisory firm Almary Green has grown to 50 staff and approved a wrap deal with Standard Life to help it “thrive in a competitive environment”, managing director Carl Lamb has said.

Mr Lamb, who founded the firm in 2001, said the appointment of the 50th member of staff was a “huge milestone”.

He said: “Our client bank increases each year and we have needed to match that increase in our staff numbers. I will not compromise on high standards – if we need more staff to meet the demand, then we will continue to recruit”.

The chartered financial planning firm has added 13 new members since January this year. Two are advisers and the rest provide back office support. The firm also has 16 consultants.

The news came as Almary Green approved Standard Life Wrap into its platform, based on its client proposition support, platform sustainability and investment capability.

Mr Lamb said: “It is vital that we work with partners that allow us to deliver our client proposition efficiently.”

Industry view

David Tiller, head of platform propositions at Standard Life, said: “Top advisers do not choose a platform on a whim. Platforms need to demonstrate that they are in it for the long term, are investing in the things advisers require while driving business efficiency and enabling the delivery of a top-quality client service.”