Commercial partners

We have spent a long time identifying commercial partners who can support what we do for our clients allowing us to concentrate on our client relationships.

Our Independent, employee owned status allows us to find the best solutions for clients and develop and innovate what we do without the restrictions of existing “ties” to solutions or providers.

Asset Risk Consultants

Asset Risk Consultants (ARC) provides investment consulting, manager research and performance reporting to private clients, charities, family offices, professional trustees and their trusted advisers. Colmore Partners use this research to review all existing discretionary held investments and to support new recommendations.

Benchmark Capital

Recently recognised as the leading provider of technological solutions to financial advisers Benchmark provide practice management technology and a client portal to improve the efficiency of our business and the service we can deliver to our clients.

The advice we give is strictly regulated by the Financial Conduct Authority, to make sure we consider all factors and make the right decisions we work as part of the Best Practise Compliance network. As well as reviewing our advice to ensure we are acting in your best interests, they help us stay informed about regulatory changes and issues in our industry so we are constantly learning and improving. Best Practise is part of Benchmark Capital Group who work with some of the most successful financial planning firms in the UK bringing the power of technology to advice and wealth management.

FE Analytics

FE Analytics provides investment analysis on over 300,000 funds, instruments and discretionary investment managers. We use this research to review investment performance and then provide some context to that performance versus other investments and indices.


MICAP is a leading research provider in the alternative investment space. Research is independent and covers EIS, VCT, Business Relief vehicles and Alternative Investment Market (AIM) portfolios. We use this research to support the recommendations that we make to our clients.

Money Alive

Money Alive provide a suite of bitesize videos that are used to provide educational experiences on specific financial topics. We provide these videos to help our clients with their understanding of complicated financial subjects.


RSMR is a leading fund rating agency providing considered, insightful intelligence to financial advisers. Over 15,000 advisers use their fund ratings which are underpinned by rigorous investment research and analysis. They also offer the widest set of recognised and respected ratings in the marketplace.

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