Chartered financial planning firm Colmore Partners has added a new financial planner to its growing team in Birmingham.
Charlie Garner brings nearly a decade of expertise in the financial services sector, with over three years dedicated to providing strategic financial planning. He will play a key role in supporting the firm’s ongoing growth, assisting both new and existing clients, and further strengthening Colmore Partners’ presence within Birmingham’s professional community.
Prior to joining Colmore Partners, Garner worked at Cowens, a commercial insurance broker and financial planning firm. He has also held positions at Island Financial Strategy and Boolers, a pension scheme specialist and wealth management company.
Garner, said: “I’m excited to join Colmore Partners and contribute to the firm’s excellent reputation for providing high-quality financial advice. The opportunity to collaborate with a talented team and help clients achieve their financial goals is something I truly value. I look forward to building long-lasting relationships and contributing to the continued growth and success of the business.”
Richard Meek, managing director of Colmore Partners, said: “Charlie’s expertise will be invaluable as we continue to provide tailored, holistic financial advice to our diverse client base. He will work with a range of high-net-worth individuals, including business owners and senior executives.
“We are focused on growing and developing our existing team by nurturing talent and attracting new professionals like Charlie who align with our values and commitment to excellence. His appointment is another step in ensuring that Colmore Partners remains a forward-thinking and dynamic place to work.”
CAPTION: (l-r) Richard Meek welcomes Charlie Garner to Colmore Partners.
Colmore Partners was awarded corporate Chartered status by the Chartered Insurance Institute last year, in recognition of its commitment to professional standards. The firm was also named one of the Top 100 performing SMEs by Great Place to Work® UK for the second consecutive year.
CAPTION: (l-r) Richard Meek welcomes Charlie Garner to Colmore Partners.
Colmore Partners is a firm of Independent financial planners based in the heart of Birmingham. The firm is led by Richard Meek, Wendy Fellows and Simon Hoult, who between them, have almost 70 years’ experience in the financial services industry.
