Chartered Financial Planner rejects takeover approaches

A Chartered Financial Planner has told Financial Planning Today he has rejected several approaches to buy his business after a takeover deal by Standard Life’s 1825 fell through.

Nov 16, 2016Read More »

FT Adviser - Discretionary mandate win for Bordier (UK)

Almary Green has given specialist asset management firm Bordier (UK) mandate to manage a £75m portfolio...

Aug 6, 2015Read More »

New Model Adviser - Clear costs: how to explain DFM charges to clients

Advisers who outsource investment to discretionary fund managers must take the time to explain the costs clearly and comprehensively for clients... An article containing comment from our adviser, Kevin Squires.

Apr 1, 2015Read More »

Financial Solutions - Playing it safe

Being dull and boring may not seem the obvious approach for success but Carl Lamb, managing director of award winning firm Almary Green Investments, would beg to differ...

FT Adviser - Back office systems: Adviser case studies

A range of adviser share their experiences with back office technology and how it’s used in client interactions. Containing comments from our Office Manager, Darren Arnup.

Nov 24, 2014Read More »