We have successfully helped hundreds of clients who have been where you are now.
Below are examples of some of the situations clients first came to us for help with. Each at a different stage of either building wealth, enjoying wealth, or sharing wealth.
It is always better to hear it from the horse's mouth, so rather than us tell you how we help clients, below our clients explain in their own words.
Intergenerational planning
Preserving wealth and passing it on to your family through the generations can involve a variety of different planning tools such as trusts, family investment companies, insurance policies, and tax relief products. Alongside a liberal dose of common sense.
Divorce & separation
When separation or divorce upends your life you need someone in your corner who has many years’ experience helping people just like you through the short-term uncertainty and onto long-term peace of mind.
Selling a business
Selling a business is as much about how you structure your finances when preparing to sell, as it is about how you invest the proceeds from the sale.
Planning for retirement
Financial planning is not about accruing money for the sake of it. It’s about living your life the way that brings you the most happiness.
Laura B
Following the loss of our beloved Mum, Simon was extremely supportive with helping and advising us as a family on how to proceed with my Mum's pension account. Simon regularly visits my Dad, supporting him and his best interests and wishes. He has shown real compassion and has gone above and beyond to help us as a family.
He was very understanding of our personal family circumstances and guided us through moving the pension over to my Dad, following my Mum's wishes.
Simon regularly visits my Dad, supporting him and his best interests and wishes. He has shown real compassion and has gone above and beyond to help us as a family.
Following the loss of our beloved Mum, Simon was extremely supportive with helping and advising us as a family on how to proceed with my Mum’s pension account.
He was very understanding of our personal family circumstances and guided us through moving the pension over to my Dad, following my Mum’s wishes.
Simon regularly visits my Dad, supporting him and his best interests and wishes. He has shown real compassion and has gone above and beyond to help us as a family.
Laura B,
Get our updates and insights direct to your inbox
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.
Stay up to date on those topics and news about Colmore Partners by signing up for our newsletter.