We partner you through life

Guiding you to the best decisions for you and your family’s financial future.

Get in touch

  • Chartered Status

  • Employee-Owned

  • Trusted by 300+ families

  • Best Workplace Award

Our clients come from all walks of life. And they come to us for help at different stages in their lives.

For some, they first got in touch because a recent promotion had dramatically changed their circumstances, or they’d received a lump sum from a business disposal or divorce settlement.

For others, it was because they recognised the importance of retirement planning – whether it was two years away for them or still 20 years off. Or it was because they had questions about passing on a legacy and inheritance to their children or grandchildren.

What they all had in common, however, was a need for a trusted professional to make sense of their financial and tax affairs and to manage those affairs as effectively as possible for them.

Below are examples of some of the most common reasons clients first get in touch, as well as real life examples of how we've helped clients in each of those scenarios.

Growing your wealth

Planning for retirement

Selling a business

Coming into money

Divorce and separation

Intergenerational planning

The Team

A good relationship with your financial planner will span decades, so understanding one another is essential.

We make sure you are matched with a financial planner who gets you. It is why we nurture our own up-and-coming talent. For clients just starting to build their wealth, it means we are able to pair them with a planner nearer their own age. We know financial plans can take decades to mature, so we make sure we are with you every step along the way.

We are trusted by individuals at various stages of building wealth, enjoying wealth, and sharing wealth. As well as accountants and solicitors who seek out our services for their clients.

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. 

Meet the Team

What you can expect when you get in touch.

We will find out what makes you tick

We start by listening very carefully to what you tell us is important to you. And, crucially, why it’s important to you. In short, we want to understand what your hopes and aspirations are and what worries you.

We will build your Grand Plan, together

Gaining a deep understanding of what matters to you helps us to build a plan that meets your unique needs. One that has crystal clear objectives and is strong enough to last a lifetime. At the same time it will be a plan that is flexible enough to absorb the inevitable shocks of any surprises along the way.

We will structure your plan for maximum efficiency

Having in place a robust financial plan provides peace of mind and confidence that you can achieve your goals. And it should do so maximising tax reliefs. We will make sure that all available tax allowances are built into your grand plan.

What we've been doing and thinking

Pensions from April 2027 – Rethinkin ...

18 August 2026

Since 2015, when pensions were largely exempted from taxes on death, depending on the precise form in which they were inherited, their role in financial planning has shifted.

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Shareholder Protection: Keeping Control Wh ...

13 August 2026

What happens when a business shareholder passes away unexpectedly?
Consider a business with three shareholders, each holding a stake that reflects their investment, contribution and role within the company. If one shareholder dies unexpectedly, their shares do not simply disappear.

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Introducing Dan

07 August 2026

Introducing Dan, our paraplanning, compliance and risk manager here at Colmore. Dan’s very early career had him working as an electrician, before he came to the realisation that he hated it. Luckily, he made an escape and his career in financial services began with Halifax on the mortgages team.

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