Colmore Partners is a firm of Independent financial planners based in the heart of Birmingham. The firm is led by Richard Meek and Wendy Fellows who, between them, have over 50 years experience in the financial services industry.
Our service is underpinned by forming a trusted long term relationship with our clients. We will guide you through the financial world enabling you to make informed decisions about your wealth, based on what’s important to you.
Our advice will ensure your wealth is correctly structured for maximum tax efficiency and invested in independently selected, multi-asset investment solutions that fit with your risk profile and objectives. Sometimes this will mean we need to work with other professionals – private client lawyers, tax specialists – with whom we have excellent working relationships.
As we are staff owned, our clients can trust that we are really working for them, putting their interests first, focussing on advising them to meet their objectives. This stability and clarity of purpose is invaluable given the long term nature of the job we are engaged to do.
We are backed by market leading technology and systems. This allows you to access and view your wealth online, at any time, as well as ensuring we are extremely efficient in how we operate.