What we’ve been doing and thinking

In this article, I’ll be explaining Whole of Life Insurance – what it is, how it works, when it’s most suitable, and sharing examples of genuine client cases where I’ve helped implement this type of cover.

For the past 30 years, Kim has worked in financial services, including 11 years as a paraplanner, and for the last year and a half, we’ve been lucky to have her here at Colmore Partners!

It’s fair to say that the world of Artificial Intelligence (AI) has boomed in recent years. While the technology itself has been around for some time, I think we can all agree that applications such as ChatGPT have made it far more accessible to the general public.

We’re back with the second episode of Colmore in Conversation. This month, Katrania Lowers leads a discussion with Richard Meek and Simon Hoult, focusing on current key issues and what they mean for your finances.

Donald Trump’s campaign in the Middle East is currently the source of global uncertainty and prevailing financial market volatility is largely driven by this.

Madeleine Anderson of Citywire New Model Adviser recently explored how AI is seeping into the world of financial advice, particularly in how it’s changing the ways clients communicate with their planners.

Having joined the business in 2022, Simon plays several key roles at Colmore Partners. He’s a director, head of proposition, and a trusted adviser to our clients.

As we increase our podcast output, we’re excited to launch the first edition of Colmore Chats. For those of you who’d rather skip the technical jargon and the heavier side of financial discussions, this one’s for you.

Over her career, Wendy has worked across administration, paraplanning, and financial planning, giving her a broad understanding of the advice process. She believes that financial planning is about more than just technical knowledge. Wendy focuses on listening to clients, understanding what matters to them, and building genuine relationships, ensuring that they feel supported and confident at every step.

We’re delighted to share that ColmorePartners has been featured in The Times and recognised as a Top Rated Firm in the VouchedFor 2026 Top Rated Financial Adviser Guide.

With the end of the tax year fast approaching, there is no shortage of life hack tips and last minute prompts on how to minimise your tax bill. From social media posts to online articles, advice is everywhere, but how credible are these voices, and can they really be relied upon?

As you may be aware, the tax year end falls over the Easter bank holiday next month, meaning both advisers and clients have less time to ensure finances are in order. With April fast approaching and rule changes on the horizon, I’ve put together a reliable guide outlining some key planning strategies and priorities to consider.