Financial Advisers

If you are a financial adviser, there are a range of opportunities for working with Almary Green.

Collaborative Law Cases

The collaborative law process for achieving divorce settlements involving pensions requires an independent financial adviser for each party involved, each from a different firm.  One of our four Resolution accredited Collaborative IFAs can represent one side, and we are happy to work with other accredited IFAs throughout the process. 

Specific services requiring specific knowledge/qualifications

If you or your firm are unable to provide a specific service, we are happy to work alongside you with your clients to cover that area.  This might include:

• Services that require a specific qualification (eg G60)
• Services that are not covered under your FCA authorisation, such as mortgages
• Commercial lending

Payment for these services is likely to be on a fee basis, and the work will be carried out by us on your behalf. 

Mergers or Acquisitions

With the approaching deadline for RDR qualification, some IFAs may be reconsidering their future within the industry. We are constantly looking to grow the business and would be delighted to speak with you if you are looking either to sell your existing IFA business or to join forces with another. 

Self-Employed Consultant IFAs

If you are looking to change from an employed adviser to a self-employed consultant, talk to us.  We work closely with a number of self-employed IFAs, providing the back-office support and compliance management facilities necessary for today’s IFA whilst allowing them to retain their self-employed status.

Employed IFAs

With a growing client portfolio, we are very happy to view CVs from successful financial advisers with experience in the independent advice sector.  Please send them to Carl Lamb either by post or via the Partnership enquiries form.