Coloma Wealth Management LLP

Independent Financial Adviser Brockhill Cottage, Rectory Lane, Ightham, Kent, TN15 9AJ

First meeting at adviser's own cost

Response rating

9.8/10

13th August 2018

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

Business
- Corporate pension
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Large business
- Life insurance
- Small business
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Long term care
- Long term care
Tax & trust planning
- Capital gains tax
- Estate planning

Meet our advisers

Alec Cameron Dip PFS

Independent Financial Adviser

Qualifications & Accreditations Hide qualifications

R08 - Pensions Update Programme

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

Diploma In Financial Planning (CII)

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

R06 - Financial Planning Practice (CII)

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

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.

R05 - Financial Protection (CII)

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

R04 - Pensions and Retirement Planning (CII)

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

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.

What our clients say

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

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

I totally recommend Alec to anyone. He is perceptive, personal and professional.

Reem Abdelhadi, London

Where to find us

About us

Alec is a locally based IFA working with an established City firm. He has 28 years experience advising clients directly. Fees are agreed with you before any work is undertaken and there is no fee for the initial meeting.

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.

We can advise you on

Business
- Corporate pension
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Large business
- Life insurance
- Small business
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Long term care
- Long term care
Tax & trust planning
- Capital gains tax
- Estate planning

Advice methods

Telephone
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£100,000

Minimum pension value

£50,000

Contact options

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