We don't presume. We listen.
The fact that our clients recommend us to their friends and family says more about what we do, and how we make our clients feel, than any marketing spiel ever could.
Our clients tell us that they value how we take the time to get to know them and how we listen carefully before building a plan to set them on a course to achieve their goals.
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.
We live our values.
Long-term relationships
We founded Colmore Partners to deliver planning focused solely on long-term client relationships.
Independent
Being employee-owned means we are independent and that gives us the freedom to prioritise client relationships and choose the best suppliers. The only people we answer to are our clients and the financial regulator.
Always learning
We are supported by an Advisory Board of highly respected individuals from different professional backgrounds. They are integral to the development of our business. They challenge us and help us continually improve the services we offer to our clients.
People first
We have been recognised as one of the UK’s Best Workplaces in Financial Services and Insurance for the third year running.
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