We founded Colmore Partners in 2021 to do something different: financial planning focused solely on long-term client relationships – and nothing else.

It’s something that requires experience and expertise. Our directors and senior Chartered Financial planners have decades of experience. They are joined by a growing team of up-and-coming talent – designed to reflect the evolving make up of our client base.

Our work with clients is founded on two essential ingredients. First are the systems, process, research, knowledge, infrastructure and governance you might usually find at a much larger firm.

Second is our independent Advisory Board. It is made up of three individuals, with expertise in corporate finance, tax, trusteeship, institutional investment and communications. They hold us to account by taking the client’s side and they act as a sounding board when we face unforeseen issues or opportunities. We report to or meet them every three months and pick their brains frequently.