Your Team

Wendy is a Chartered Financial planner with over 30 years' experience. She is a founding director of Colmore Partners.

Wendy delivers trusted financial planning advice to a wide range of private clients, especially those approaching retirement. She has particular expertise in helping clients who are recently bereaved or are going through a divorce. Wendy combines her client-facing role with being a Director of the firm and is responsible for our people.

Clients say Wendy is ‘just lovely and boy does she know her stuff!’ that she ‘really listens to what matters to you and takes a genuine interest in you’ and when speaking to Wendy ‘you always feel you are speaking to someone who actually knows you’ Colleagues describe her as conscientious, caring, and reliable.

Wendy says: “I’m here to help people and to do that I need to get to know them, to understand what makes them tick. What kind of life they would like to lead now and what life they want to be able to lead in future. And then work with them to create a clear path that will get them from A to B and achieve those goals along the way. It involves lots of problem solving and bringing all of the many skills in the business together. Much like the bell ringing I started recently, when we all pull together it produces some truly amazing results.”

Simon is a Chartered Financial Planner with over 25 years’ experience in the financial services sector. He advises a range of clients with complex financial planning needs.

As a Director and our Head of Proposition at the firm, Simon is responsible for developing the advice and information we provide to our clients.

He understands that people’s relationship with money has deep roots, going back to childhood and how finances were handled and spoken about at home.

The training and development he leads for our planners, therefore, not only ensures that we adopt best practice in response to the latest industry changes and regulations, but also focuses on better understanding of the human behind the portfolio.

Clients say Simon is ‘compassionate’ and that he ‘goes above and beyond to help’. He has also earned the nickname ‘the straight-talking finance guy’.

Colleagues describe him as supportive and candid.

Simon says: “I believe there is real dynamism in our approach to our work. As a team we are very happy to learn and develop. And I think because of that, the conversations we have with people are deeper and more thoughtful. It also means that we can provide appropriate challenges to our clients in order to help them make the right choices, at the right time.

“Increasingly, as I get older, the most important thing to me is time – alongside my health and the health of my family. So, the best bit of my job is helping people to do more of the things that they love with the time that they have.”

Dan has overall responsibility for our advice processes and ensuring we comply with all our regulatory requirements.

Working alongside Richard, Dan has dealt with the most complex areas of advice and he heads up the team which provides the technical support to our financial planners.

He manages a team of paraplanners, Chris, Kim, Kate, and Kelly, who research and write the advice reports that your planner goes through with you. It’s a role that requires a high level of technical knowledge.

Colleagues describe Dan as ‘doing the brainy work’ as well as being approachable and diligent.

Dan says: “What I really appreciate is the variety in the work, it keeps things engaging. I enjoy the challenge of working through complex situations and figuring out the best approach. I also find it interesting to explore new topics and problems that come up and require a bit of research and thought. And I genuinely value working with my team, especially when I can support their development and help them progress in their roles.”

Kat brings over a decade of experience in financial services to working up tailored, holistic financial plans for her clients.

She is a staunch advocate for financial literacy for all, and she shares valuable financial insights and tips via her social media platforms, making financial planning accessible and understandable to audiences that might otherwise miss out.

Clients say Kat is “exceptionally skilled at what she does”, “she is just great and I can’t recommend her highly enough”, “she is thorough, creative and quietly determined to get stuff sorted”, and that she “advises in a way that is easy to understand”.

Colleagues describe her a very sociable, community-minded, and a great financial planner.

Kat says: “With any client, I always think to myself if this was my mum, how would I want her to be treated? How would I want her money to be looked after and what level of effort would I want someone to put in on her behalf? And then I do my utmost to treat them as I would want my mum treated. Uppermost in my mind is that I would want my mum to be able to feel that she can trust this woman with anything and that’s how I want all my clients to feel as well.”

“I know how life-changing timely financial advice can be for our clients. I also know the more you understand and the sooner you gain an understanding of it, the better. So, I see my job as a financial planner extending beyond my client work to equipping teenagers and young adults with key life skills around money. That’s why I regularly go into schools and universities to give them a grounding in the core areas of managing money well. And I love it!”

Kate has been a paraplanner for six years and she supports across a wide range of clients.

There is a common character trait amongst paraplanners – a love of problem solving. And in that regard, Kate is most definitely cut from the paraplanner cloth.

Colleagues say Kate has a quiet, non-pushy, strength to her that makes her perfect for the role.

Kate says: “Bringing order to a ‘messy’ problem for a client is a great feeling.”

Harriet is a senior administrator who works closely with our planners and paraplanners across a number of clients.

Colleagues say Harriet epitomizes what we strive to provide at Colmore Partners "engagement with a human being, not a corporate".

Harriet says: “Our clients need our help at times when they are often at their most vulnerable. They may be dealing with the emotional stress of a divorce. Or the trauma of losing someone they love. The pain of that loss is made so much worse by the mountain of admin that follows in the wake of a death. It is an amazing thing to be able to do, to ease that burden, even just a tiny bit, by listening and being understanding.”

Anna started her career in 2019 with an independent financial adviser and has a wealth of experience in the financial services sector.

Colleagues say Anna is a glass half full person and very personable. And that she definitely falls into the ‘a bit of a talker’ category.

Anna says: “This is a people business and I want to know as much about how people ‘think’ as possible. The book I have on the go at the moment (alongside the thrillers) is called Overcoming your chimp brain. It’s great insight into what influences the decisions we make. That chimp brain seems to gatecrash far too many thoughts!”