Coloma Wealth Management LLP

Independent Financial Adviser 99 Altenburg Gardens, London, London, SW11 1JQ

First meeting at adviser's own cost

Response rating

10/10

15th October 2018

Good clear independent financial advice

We can advise you on

Business
- Corporate pension
- Group pensions
Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Mortgages
- Buy to let
- First time buyers
- Flexible
- High loan to value
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
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
- Income protection insurance
- Life insurance
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Meet our advisers

Laurence Scrase Dip PFS Bsc (Hons) BSc (Hons) Dip PFS

Independent Financial Adviser

Qualifications & Accreditations Hide qualifications

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.

R04 - Pensions and Retirement Planning (CII)

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

R02 - Investment Principles (CII)

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

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.

What our clients say

Laurence has proved invaluable to my personal finances over the past 7 years and always has innovative ideas to ensure protection and personal security to me and my family. I endorse his work safe in the knowledge that he would offer the same high quality to any one that engaged his services

Darren Watkins, Alton, Hamps

I have worked with Laurence since 2005, in this time I have found his services and advice invaluable.

Simon Walker, Singapore

Laurence is highly knowledgeable in his field and is able to provide a great range of tailored products that suit your needs. He is also highly approachable and a pleasure to do business with. I would highly recommend him to anyone seeking Independent financial advice, if only his rugby skills were as good as his advice!

Simon Eglise, London, EC1

Where to find us

99 Altenburg Gardens, London, London, SW11 1JQ

About us

Coloma Wealth Management LLP offers a range of services backed by knowledge, expertise and experience. Whether you are just starting out in your career or you are concerned about your eventual retirement or simply feel you are paying too much tax, we can help you find ways of making the most of your money for both the present and the future

Our services

Mortgage Advice and Holistic Financial Planning, using Investment, Pension and Estate Planning tools.

Compliance

Coloma Wealth Management LLP is authorised and regulated by the Financial Services Authority

We can advise you on

Business
- Corporate pension
- Group pensions
Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Mortgages
- Buy to let
- First time buyers
- Flexible
- High loan to value
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
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
- Income protection insurance
- Life insurance
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Advice methods

Face to face
Online (Live chat, video, email)
Telephone

Preferred clients

Minimum wealth (income/assets)

£50,000

Minimum pension value

£100,000

Minimum mortgage value

£250,000

Compliance

Coloma Wealth Management LLP is authorised and regulated by the Financial Services Authority

Contact options

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