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 Chats – The Podcast that Fea ...

27 March 2026

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.

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Introducing Wendy

26 March 2026

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.

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Celebrating Client Trust: Colmore Partners ...

26 March 2026

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.

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