Colmore Partners are an independent financial planning firm committed to building lasting relationships with our clients. We serve families, individuals, and professionals across the UK, helping them to achieve their financial goals & aspirations through personalised and expert advice.

M&G plc is an international savings and investments business, managing money for around 5 million retail customers and more than 800 institutional clients in 26 markets. As at 30 June 2024, they had £346.1 billion of assets under management and administration. With a heritage dating back more than 170 years, their purpose is to give everyone real confidence to put their money to work.

Marsh Commercial is the exclusive appointed insurance broker for ICAEW members’ professional indemnity, cyber and office insurance.

MHA is a network ranked the 12th largest accountancy group in the UK. It comprises of 19 offices nationwide with a strong reputation for specialist industry knowledge, that collaborate and share best practice to provide outstanding client service.

WillSuite is a cloud-based software solution that provides Will drafters, Financial advisers, Solicitors and Estate planners with the ability to create legal documents simply, easily and with confidence. With innovation and automation at its heart, WillSuite is a pioneer of Will Writing and Estate Planning software, releasing products and technological advancements to drive efficiency within the profession.