Coloma Wealth Management LLP
15th October 2018
We can advise you on
-
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
-
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
-
Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group protection
-
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
-
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
-
Mortgages
- Buy to let
- First time buyers
- Flexible
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
-
Financial planning
- Wealth management
-
Long term care
- Long term care
Meet our advisers
Edward Dolan-Abrahams DipPFS CFMcm
Managing Partner
Qualifications & Accreditations
AFPC - Advanced Financial Planning Certificate (CII)
In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.
CF8 - Certificate in Long-Term Care Insurance (CII)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
G60 - Pensions (CII)
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
K10 - Retirement Options (CII)
This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.
CF9 - Pensions Simplification (CII)
This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.
CFP - Certified Financial Planner Licence (IFP)
An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.
Patricia Peters
FCII - Fellow Membership (CII)
Fellowship of the CII is universally regarded as the premier qualification for those working in the insurance industry. This shows a commitment to continuous professional development.
David Sells DipFA
Independent Financial Adviser
Qualifications & Accreditations
DipFA - Diploma for Financial Advisers (LIBF)
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
Stuart Richmond
Alec Cameron Dip PFS
Independent Financial Adviser
Qualifications & Accreditations
R01 - Financial Services, Regulation and Ethics (CII)
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
R02 - Investment Principles (CII)
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
R03 - Personal Taxation (CII)
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
R04 - Pensions and Retirement Planning (CII)
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
R05 - Financial Protection (CII)
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
R06 - Financial Planning Practice (CII)
This qualification helps advisers develop and demonstrate their financial planning capabilities.
Regulated Diploma in Financial Planning (CII)
This qualification assesses a knowledge and understanding of the UK Financial services, regulation and ethics, investment principles and risk, personal taxation, pensions and retirement planning, financial protection and financial planning practice.
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Laurence Scrase Dip PFS BSC (Hons)
Independent Financial Adviser
Qualifications & Accreditations
MAQ - Mortgage Advice Qualification (CII)
This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
R02 - Investment Principles (CII)
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
R04 - Pensions and Retirement Planning (CII)
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
J02 - Trusts (CII)
At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.
J01 - Personal Tax (CII)
At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.
Gerard Moynihan DipFA
Independent Financial Adviser
Qualifications & Accreditations
DipFA - Diploma for Financial Advisers (LIBF)
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
Where to find us
2nd floor, Mitre House, 12-14 Mitre Street, London, EC3A 5BU
Contact usAbout 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.
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