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Financial Planner Snapped Up – East Midlands Business Link

Colmore Partners continued its expansion with the acquisition of clients from a well-known firm.

It has secured a deal for Clear Solutions (Financial Planning) Ltd, which is expanding its presence in the Midlands.

Clear Solutions, which has offices in Derbyshire, specializes in retirement solutions and investment planning. The fully independent firm was founded twenty years ago by Tony Wynne, who joined Colmore Partners as a consultant during the transition process.

Richard Meek, Managing Director of Colmore Partners, said: “We are very pleased to have completed this acquisition. Tony Wynne has built a loyal customer base over the years and wanted to ensure that they are served by a company that will act in their best long-term interests.

“He had the option of selling the business to a major financial institution, but chose Colmore Partners because of our reputation for doing things right, with a proposition and level of service to match.”

Tony Wynne said: “After discussions with a number of companies I have decided to team up with a company run by Richard Meek who is a Certified Financial Planner whom I have known and worked with for over 20 year.

“Colmore Partners’ service, expertise, values ​​and culture are very similar to mine and I am confident that they will provide the highest quality advice and personalized service to their clients. I look forward to working with Richard and his team to ensure a smooth transition.