Colmore Partners
Colmore Partners is led by Richard Meek and Wendy Fellows who, between them, have over 50 years experience in the financial planning industry. Our service is underpinned by forming a trusted long term relationship with 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 your risk appetite and objectives. We are backed by market leading technology to ensure our clients have full online access to view their wealth, as well as ensuring we are extremely efficient in how we operate. As we are staff owned, our clients can trust 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.
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Verified contacts
13
available on Kipplo
LinkedIn employees
21
1 to 10 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
3
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
13 contacts with verified email or phone · masked until revealed.
- DH
Dan Hodges
Paraplanning & Compliance Manager · Finance & Accounting
EmailPhone - KK
Kelly Knowles
Senior Paraplanner · Finance & Accounting
EmailPhone - CS
Craig Stansfield
Director · General Business & Management
EmailPhone - SH
Simon Hoult
Director & Head of Proposition · General Business & Management
EmailPhone - WF
Wendy Fellows
Chartered Financial Planner, Director · Finance & Accounting
EmailPhone - CG
Charlie Garner
Financial Planner · Finance & Accounting
EmailPhone - DH
Dan Hodges
Paraplanning & Compliance Manager · Finance & Accounting
EmailPhone - KH
Kelly Howles
Practice Manager · Operations
EmailPhone - KE
Kate Evans
Paraplanner · Finance & Accounting
EmailPhone
Showing 9 of 13 verified contacts
Top roles at Colmore Partners
9 distinct titles indexed · top 9 shown.
- 2paraplanner
- 2paraplanning & compliance manager
- 2senior paraplanner
- 1associate financial planner
- 1chartered financial planner, director
- 1director
- 1director & head of proposition
- 1financial planner
- 1practice manager
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