About Us
Independent Advice. Proven Principles.
Employee ownership makes the difference
Our owners are the people responsible for your financial wellbeing. They don’t sell or promote products, but they do have a vested interest in your success and your satisfaction. Ownership also comes with direct accountability and the power to make business decisions to ensure you are always well served and your capital is consistently well-managed.
We also like to note that Coleford is independently owned and operated. There is no pressure on us (or you) to buy something. Every investment we make on your behalf is independently researched using our proprietary investment process.
Meet Our Team
Lasting relationships across generations
We started with three founding partners. Over time, we evolved into a larger team with second and third generation owners chosen not just for their professional skills and experience, but their belief in the Coleford way of doing business.
This has allowed us to honour our past, perpetuate our culture, and achieve the continuity that is essential to our conservative, consistent and committed approach.
