Partnership Opportunities

We would welcome the opportunity to get together with potential new partner firms throughout the UK to discuss how we can be of mutual help to each other.  Potential benefits include:

• Referral of clients between the firms
• Knowledge sharing
• Discussion forums on high profile issues
• Combined client events for marketing or information purposes

How we work with our Partners

Partnership arrangements vary from firm to firm – it just depends on what works best:

• Where beneficial, an Almary Green adviser can attend the partner’s offices on a regular basis—one day a week, for example—to be on hand to advise both clients and professionals. 
• If the partner firm doesn’t need a regular arrangement, we are just a phone call away.  We can give advice to the professionals in the firm over the phone, and can arrange to meet with the client if needed.
• We can provide training sessions for our partners’ staff to promote a good understanding of the issues involved by all parties.
• Combined client workshops and seminars are a proven success for both partners in the relationship, and we have the expertise and experience to manage the organisation process to ensure that the event reflects well on both firms.

Working with our Partners’ Clients

We offer clients the option to pay by either fees or commissions; the charging basis and rates are agreed and documented at the outset of any transaction.