Coloma Wealth Management LLP

Independent Financial Adviser  Brockhill Cottage, Bromley, Greater london, BR1 3NN
First meeting at adviser's own cost
Providing quality independent advice on an agreed fee basis to families, business owners and those approaching life's longest holiday.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 14th September 2020
Meet our advisers
Alec Cameron Dip PFS
Independent Financial Adviser

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

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.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

What our clients say
I totally recommend Alec to anyone. He is perceptive, personal and professional.
Reem Abdelhadi, London
Alec is pro-active and covers all aspects of life that require financial advice and thinking. He is flexible and listens to client's requirements and circumstances to factor these into the final solution. He doesn't push for unnecessary actions and is reliable, making sure the projects advance smoothly and on schedule. Great to work with.
Claude Perret, Kent
Alec's a straight-talking, results-oriented advisor who listens well and delivers what you need, not what he wants. Very open, helpful and cares deeply that his clients needs are understood and exceeded. I am happy to highly recommend his services.
Roy Vella, London
About us

Alec is a locally based IFA working with an established City firm. He has over 30 years experience advising clients directly.

Fees are agreed with you before any work is undertaken and there is no fee for the initial meeting.

In the current climate, I am happy to provide advice remotely where possible, via phone, email, Skype, Zoom and Teams.

Our services

Alec offers a bespoke service, focused on your current needs and future goals and aspirations. He looks to develop a plan of action to be implemented, reviewed and amended as required throughout life. This ensures that your plans remain on track going forward.

Advice is divided into 3 sections: research and recommendations, implementation and servicing. Clients are free to 'one stop shop' or choose from one, two or all of the advice areas.

All fees clearly explained and agreed in advance.

Where to find us
Head office address: Brockhill Cottage, Rectory Lane, Ightham, Kent, TN15 9AJ
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 14th September 2020

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