Coloma Wealth Management LLP
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.
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.
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.
-
FREEpension health check+ £50 off the
cost of advice -
FREEinvestment health check+ £50 off the
cost of advice -
FREEfinancial health check+ £50 off the
cost of advice
-
Telephone
-
Online (Live chat, video, email)
-
Face to face
Similar advisers near you
Legal information
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis
of your own enquiries.
To check that an adviser is regulated, you can contact the relevant regulatory or professional body.
Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.