We partner you through life
Guiding you to the best decisions for you and your family’s financial future.
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Chartered Status
Employee-Owned
Trusted by 500+ Clients
Best Workplaces Award
Our clients come from all walks of life. And they come to us for help at different stages in their lives.
For some, they first got in touch because a recent promotion had dramatically changed their circumstances, or they’d received a lump sum from a business disposal or divorce settlement.
For others, it was because they recognised the importance of retirement planning – whether it was two years away for them or still 20 years off. Or it was because they had questions about passing on a legacy and inheritance to their children or grandchildren.
What they all had in common, however, was a need for a trusted professional to make sense of their financial and tax affairs and to manage those affairs as effectively as possible for them.
Below are examples of some of the most common reasons clients first get in touch, as well as real life examples of how we've helped clients in each of those scenarios.
Selling a Business
Planning for Retirement
Coming into money suddenly
Divorce and Separation
Inheritance Planning
Growing Your Wealth
The Team
Just like our clients, the Colmore Partners team comes from all walks of life and we think that is something to celebrate.
A good relationship with your financial planner will span decades, so understanding one another is essential. We make sure you are matched with a financial planner who gets you. It is why we nurture our own up-and-coming talent. For clients just starting to build their wealth, it means we are able to pair them with a planner nearer their own age.
We know financial plans can take decades to mature, so we make sure we are with you every step along the way.
We are trusted by individuals at various stages of building wealth, enjoying wealth, and sharing wealth. As well as accountants and solicitors who seek out our services for their clients.
They take comfort from the fact that we have decades of experience and that we hold the highest level of professional attainment in financial planning – Chartered Status. But, just as importantly, they tell us that they like the fact that we bring ourselves to the table, not just our qualifications.
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