L-R: Wendy Fellows, Richard Meek and Simon Hoult of Colmore Partners
Birmingham-based independent financial planning firm, Colmore Partners has been named ‘Best Adviser’ in the Midlands at the Citywire New Model Adviser regional awards.
The firm was honoured at an awards ceremony at London’s Park Plaza Westminster Bridge Hotel in front of an audience of top industry professionals.
Colmore Partners was lauded for its excellent advice, support for clients and taking good care of its staff. It was also highlighted for its work in the wider community, which includes offering financial education to clients’ children.
The employee-owned consultancy was formed in 2021 by Richard Meek and Wendy Fellows and has built an industry-leading team of 13 people, supported by an advisory board from different professional backgrounds. It already has more than £400 million of client assets under advice.
The Citywire New Model Adviser’s regional awards recognise the best advice firms from across the UK. Shortlists for the awards were derived from Citywire New Model Adviser’s Top 100 for 2022, which highlights the leading firms in the professional financial planning community.
Managing Director of Colmore Partners, Richard Meek, said: “We are thrilled to have been named ‘Best Adviser’ in the Midlands at the Citywire New Model Adviser awards.
“The award provides further credibility that we are one of the leaders in our field and supports that Colmore Partners is doing things properly.
“We are committed to the continued development of our people, and in further enhancing both our proposition and the level of service we provide to our clients.”
