Coloma Wealth LLP

Independent Financial Adviser 26 Shanklin Drive, Essex, Westcliff-On-Sea, SS0 9XU
First meeting at adviser's own cost
Response rating
8.4/10
FCA verified
13th August 2018
Encouraging and helping people to take control of their personal finance and achieve their life goals.
We can advise you on
    • Wealth management
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Small business
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Charlotte Wood Dip PFS
Independent Financial Adviser
What our clients say
Charlotte was very approachable & patient & knowledgeable. She put me at ease & followed up very efficiently on any outstanding queries to be resolved. I was Widowed in January 2014, suddenly & unexpectedly & required urgent help with sorting out my late husbands Life Policy & subsequent review of my financial situation. All resolved very efficiently & with great empathy for my personal circumstances.
Kim Korakidis, London
Charlotte is extremely knowledgeable and explains all my options in a clear and non-pushy way. She is always very responsive to emails and delivers a fantastic all-round service. It is clear she understands my circumstances and her advice is always spot-on.
Kevin Brady, London
Charlotte went to great lengths to understand my current financial position and discussed with me the midterm and longterm needs and goals. Although some of the products discussed were sometimes complex Charlotte explained them in an easily understandable way. The first action we took was to start the process of moving my two personal pension funds away from an under performing provider and towards better and more flexible options.
Peter Crump, London
Charlotte was able to explain the best way to manage our funds to maximise our income during our years of retirement. Following some discussions, l felt she understood our needs completely and made several sensible suggestions to achieve these.
John Maxen, London
Where to find us
About us

I am an Independent Financial Adviser with over 9 years experience in the Financial Services industry. I have worked within the Financial Advice profession for my entire career, having left formal education after achieving my A levels. I provide a Personal Finance proposition, offering a truly bespoke and individual service to UK private individuals.

We offer advice on Pensions, Investments, ISA and Protection to individuals and their families.

Advice can be fee based, commission based or a combination and all charges and their basis are explained at a first meeting which is free of charge.

Our services

My clients include retired individuals, city professionals, engineers, solicitors and self employed barristers who I advise on a wide range of services including investments/savings, retirement solutions and tax planning. I help clients to make informed decisions on their advice requirements in an effective and knowledgeable manner to create long term relationships.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Compliance

Coloma Wealth Management LLP is authorised and regulated by the Financial Conduct Authority.

Registered Office: Indigo House, Mulberry Business Park, Fishponds Road, Wokingham, Berkshire, RG41 2GY. Limited Liability Partnership. Registered in London Number: OC367389

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