Colyer Associates

At Colyer Associates, we pride ourselves on building long-term relationships with our clients, providing them with a source of trusted financial planning as their financial needs and objectives evolve over time. Our motivated Chartered Financial Planners, backed by a group of Financial Administrators, deliver a high level of expertise in financial planning. We are here to help individuals and businesses alike make the most of their life by aligning their finances with what is most important to them.

Our Services

We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth. Our team of experts will work with you to understand your individual goals and long-term objectives, providing high-quality advice on many aspects of wealth management. Our services include helping individuals and businesses to achieve their financial goals, whether it's a simple piece of life cover or a complex business exit strategy involving intergenerational tax-efficient transfer of wealth.

Our Approach

We do not provide 'off the shelf' solutions. We put our clients at the heart of everything we do. We believe that every individual and business is unique, and therefore requires a tailored approach to financial planning. Our team will take the time to understand your specific needs and goals, providing personalized advice and guidance to help you achieve your financial objectives.

About St. James's Place

We are proud to be part of St. James's Place, one of the UK's largest financial advice companies. Founded in 1991, St. James's Place is trusted by nearly 1,000,000 clients to look after over 168bn of their money. Our business is part of SJP's network of financial advisers, also known as the Partnership, which is one of the largest groups of accredited and Chartered advisers in the country. We own and run our business, but the products and services we recommend to you are created and managed by St. James's Place.