A steady hand when everything feels shaky.
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.
How Colmore helps: Richard had been Lorna G.'s financial adviser for over 10 years before she separated from, and then ultimately divorced, her husband. At the time of the divorce and the following 10 years, Lorna was working full time; she now enjoys a blended life of retirement with some consulting work.
The financial arrangements when divorcing from her American husband had an additional layer of complexity around tax and regulations in Lorna's case because her two sons have dual citizenship. Lorna explains in her own words below.

Lorna G.
Colmore Partners 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.
Lorna G. , Divorced with two sons. Phasing into retirement with consultancy work.
We support you with a process that covers every aspect of your finances – from your assets to tax liabilities. This is what that looks like in practice.
Create ‘Grand Plan’
We meet you and listen carefully to your ideas, hopes, and aspirations. We ask pertinent questions and take copious notes. Then we build a plan that’s right for your individual circumstances. It will have clear objectives, it will be strong enough to last a lifetime and it will be flexible enough to bend with the changes life throws at you.
Structure for maximum efficiency
The Grand Plan works when it’s structured for maximum efficiency. This means paying the least amount of tax, identifying who should own the assets, and how best to use all your available tax reliefs. Efficiency also means managing your fees appropriately – so more of your money goes to you and your loved ones.
Implement
Everyone feels different about risk. We take great pains to understand how you feel about it – and then we marry it up with the levels of risk required to meet your hopes and aspirations. This enables us to select the most suitable investment style that will help you achieve your objectives.
Review
Life has a habit of throwing a curve ball or two. From changes in your personal circumstances to the introduction of new laws and taxes – as well as stock market ups and downs. We talk with you regularly about these, the ways in which they may affect your objectives – and therefore the Grand Plan – and agree any changes that may be needed sensibly and rationally. It’s all designed to give your wealth the best chance of doing its best for you.
Get in touch
Arrange an initial chat with Simon or Kat to explore how we can help.


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