Coloma Wealth Management LLP

Independent Financial Adviser  99 Altenburg Gardens, London, Greater london, SW11 1JQ
First meeting at adviser's own cost
Good clear independent financial advice
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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Building your home
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Buy to let
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Buying first home
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Traded endowment policies
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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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Income protection insurance
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Life insurance
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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
Response rating
7.0/10
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FCA authorised
Last authorised 15th January 2020
Meet our advisers
Laurence Scrase Dip PFS Bsc (Hons) BSc (Hons) 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 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.

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.

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.

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.

What our clients say
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
I have worked with Laurence since 2005, in this time I have found his services and advice invaluable.
Simon Walker, Singapore
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
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.

Where to find us

99 Altenburg Gardens, London, London, SW11 1JQ

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
Minimum mortgage value
£250,000
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 15th January 2020

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