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 300+ families
Best Workplace 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.
The Team
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.
What you can expect when you get in touch.
We will find out what makes you tick
We start by listening very carefully to what you tell us is important to you. And, crucially, why it’s important to you. In short, we want to understand what your hopes and aspirations are and what worries you.
We will build your Grand Plan, together
Gaining a deep understanding of what matters to you helps us to build a plan that meets your unique needs. One that has crystal clear objectives and is strong enough to last a lifetime. At the same time it will be a plan that is flexible enough to absorb the inevitable shocks of any surprises along the way.
We will make sure your plan is structured for maximum efficiency
Having in place a robust financial plan provides peace of mind and the confidence that you’ll achieve your goals. And it should do so maximising tax reliefs. We will make sure that all available tax allowances are built into your grand plan.
What we've been doing and thinking
Colmore launches new podcast series ‘ ...
The 2025 Budget has been and gone. As the dust settles and we look more closely at the lay of the land, we have launched a new podcast series called Colmore in Conversation.
Annuities are back in vogue – income secur ...
26 November 2025
When it comes to retirement income, there are normally two choices for advisers and clients.
The first choice is an annuity where income is secure and paid for life or a fixed term in exchange for a capital sum passed to an insurance provider.
Richard’s Rants: On pre-Budget speculation ...
28 October 2025
Having to explain the features, so far so good: generous tax reliefs, tax free growth, employer contributions and a lump sum on retirement.
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Lots of things happen in the wider world that, while not directly impacting your grand plan, are nonetheless of interest when it comes to financial planning.
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