We have successfully helped hundreds of clients who have been where you are now.

When we first appointed Richard, he had to unpick what we'd had before and he advised that we may take a slight hit as we change portfolios. But then once we'd gone into the new structure, growth was phenomenal. When we sold our hotel we set up trusts for Eileen and the boys. We also wanted to set our two boys up with their own portfolios, to gradually introduce them to investing.

Each time Richard came to talk to us about our portfolios, he would spend half an hour with the kids to talk to them about what they were doing with their money. Because Richard is so approachable and you are never made to feel stupid about asking questions, it was ideal for them and us.

We’ve since recommended Colmore Partners to our two daughters-in-law and the firm is also now looking after our granddaughters’ funds as well. They're only five and three, so they haven't met Richard -yet!

Richard is that steady hand you need when everything feels up in the air. Nothing phases him and you just know that he's there in the wings and on your side.

When you have to tell people your marriage has broken down you feel ashamed and embarrassed, even though you shouldn't.

When I emailed Richard to tell him that I was separating from my husband, he phoned me straight away. His reaction was very human and empathic but also practical. It was just what I needed.

He provided the reassurance that I needn’t worry about my finances no matter what else was going on during the separation, which ultimately ended in divorce. Throughout, Richard was able to keep me on an even keel. He took away any worry about managing my short-term budgeting requirements and I quickly realised that he was going to help me through the medium and the long term as well.

Obviously, I had lawyers helping me to agree the terms of the divorce and the financial settlement. But I'd never been through anything like that before. Richard, however, had sadly had to help lots of other clients who had been through similar. He was therefore able to help me sense check what was happening and give me another perspective alongside the advice I was receiving from my lawyers, which meant that when I reached my financial settlement, I knew it was the right amount to cater for my boys’ and my needs in the short and long term.

Richard has also been on hand in the years following my divorce as I have needed to navigate various tax and regulatory hurdles arising from my boys’ finances due to them having dual citizenship.

Richard is brilliant. Not only have I been extremely impressed with how he has set up Colmore Partners, but thanks to 20+ years’ diligent planning he has helped me - and great many of the other partners at my old law firm - transition into retirement with ease and with confidence. Throughout that time and after I took retirement, I have always been made to feel like I was his only client, which just goes to show what a great personal service he provides.

After the sale of my first business, which I co-owned with a previous business partner, the cash proceeds of the sale were sitting in the bank while I decided how and where to invest it. The bank was just intended as a safe short-term home during a cooling off period until I could decide what to do with the sale proceeds in the longer term. In that time, the bank put me onto their wealth advisers. But they weren’t really giving me the sort of advice I was looking for. It all seemed a bit impersonal really. Also, they kept trying to sell me services that I really wasn't interested in.

I was looking for something more tailored to both me and my family’s specific needs, and my accountant was aware of that and said ‘try these guys’. I had an initial meeting and could see that we were all singing off the same hymn sheet. We really got on well. And the relationships developed from there.

I have now since recommended Colmore to my former business partner. And Wendy and the team now also advise him and my family.

I've been chased since by what I would call larger corporate wealth advisers, but it’s always felt quite impersonal. Colmore Partners is the right size for me , they are nimble enough to react very quickly to the markets and my needs and Wendy is always on the end of the phone if we want sound advice or we want to change direction on any issue - I like that about them. They have also got strong links and professional contacts to recommend and point you in the right direction on legal and accountancy matters.

I was probably about 4-5 years into working, based in Cardiff, when I first had a financial adviser. But it was quite a different relationship really and somebody that as soon as I met Richard, I moved away from without hesitation. I am still working. I don't know for how much longer as Richard keeps trying to persuade me to retire, but it's not an easy decision when it's all you've ever done.

My priorities are ensuring I have enough money in retirement, of course, but also making sure my two children have got a deposit for a house when the time comes. Also making sure they can leave university without debt - that they've got a secure start in life.

Managing your money is not a clinical thing and a lot of these decisions you make are very sensitive. So, you need somebody that you can talk to quite frankly and that you can trust. Richard is that trusted adviser. He is very professional but also very, very personable.

We had a financial adviser before, but it all felt a bit piecemeal to be honest. We had a mortgage, we had investments, we had insurance, but not a plan.

We were never encouraged to think about our finances holistically, for example what income we would want when we retired, what we wanted to save for our boy. When we met Simon, he asked a load of difficult questions. And it was just what we needed. Me and my husband have very different attitudes to money and Simon’s questioning really allowed both of us to have much needed discussions about the wider plan for the future and what we need to do to get there.

We’re now chipping away at our mortgage by reducing the term and paying more every month. We're pushing ourselves financially, but I can see the benefit of it. Even just having a five-year plan is something we never had before and it’s been transformational. Simon just tells it like it is and I like that.

His candour made us really examine where we wanted to be. And the fact that he made the starting point the end goal was a real eye-opener. Having a plan, it feels like we’re in control and it’s comforting.