Coloma Wealth Management LLP

Independent Financial Adviser 2nd floor, Mitre House, 12-14 Mitre Street, London, EC3A 5BU
First meeting at adviser's own cost
Response rating
FCA verified
24th June 2019
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • 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
    • Buy to let
    • First time buyers
    • Flexible
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Wealth management
    • Long term care
Meet our advisers
Edward Dolan-Abrahams DipPFS CFMcm
Managing Partner
Patricia Peters
David Sells DipFA
Independent Financial Adviser
Stuart Richmond
Alec Cameron Dip PFS
Independent Financial Adviser
Laurence Scrase Dip PFS BSC (Hons)
Independent Financial Adviser
Gerard Moynihan DipFA
Independent Financial Adviser
Where to find us

2nd floor, Mitre House, 12-14 Mitre Street, London, EC3A 5BU

Make an enquiry
About us

The Founding Partners, Pat, Stuart and Ted each have in excess of 30 years advisory experience. We offer broadly based Financial Advice on Pensions, Investments and Protection to companies and on Pensions, Investments, ISA and Protection to individuals and their families.
Advice can be fee based, commission based or a combination and all changers and their basis are agreed at a first meeting which is free of charge.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

Similar advisers near you

Independent Financial Adviser 0.05 mi
Blackstone Moregate provides strategic advice to clients in the key areas of pensions, investments and Inheritance Tax planning
Independent Financial Adviser 0.05 mi
Should I cash-in my cast-iron, inflation-linked, guaranteed income for life? Is it right for me? Talk to us
Independent Financial Adviser 0.05 mi
We focus on Independent and holistic Chartered Financial Planning
Independent Financial Adviser 0.07 mi
We are an experienced team of financial advisers providing independent financial advice across London and the South East.