We don't presume. We listen.

The fact that our clients recommend us to their friends and family says more about what we do, and how we make our clients feel, than any marketing spiel ever could.

Our clients tell us that they value how we take the time to get to know them and how we listen carefully before building a plan to set them on a course to achieve their goals.

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.

We live our values.

Long-term relationships

We founded Colmore Partners to deliver planning focused solely on long-term client relationships. We appreciate the importance of forming and sustaining these relationships - because to truly understand your finances, we first need to understand you. Building strong, trusted partnerships is the foundation for helping you achieve your goals.

Independent

Being employee-owned means we are independent and that gives us the freedom to do what’s right for our clients and select the best solutions from the marketplace.The only people we answer to are our clients and the financial regulator.

Always learning

We are supported by an Advisory Board of highly respected individuals with expertise in corporate finance, tax, trusteeship, institutional investment and communications. They are integral to the development of our business. They challenge us and help us continually improve the services we offer to our clients.

People first

We have been recognised as one of the UK’s Best Workplaces in Financial Services and Insurance for the third year running. Our greatest value lies in our people, and in knowing we work with individuals who bring the right personalities and attitudes. The enthusiasm of the Colmore Partners team is what drives us forward - we enjoy our work, and our clients enjoy working with us.

We are here to help.

Meet the Team

What we've been doing and thinking

Insights

Colmore in Conversation Episode 6 – ...

21 August 2026

In our latest podcast, Richard Meek is joined by two brilliant guests from MMC Ventures: Advika Jalan, Head of Research, and Nishil Patel, Director and Head of Private Client Fundraising.

Read More

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.

Read More

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.

Read More