Coloma Wealth Management LLP

Independent Financial Adviser  5 Darent Place, Didcot, OX11 7UQ
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FCA authorised
Last authorised 6th December 2021
Works with Individuals, Business Owners and Corporate clients building a long-term relationship to provide comprehensive unbiased 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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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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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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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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Employee benefits
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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 risk
Meet our advisers
MR Damian Lloyd BSocSc(Hons),Cert CII(MP),Dip PFS
Independent Financial Planner
About us

The Founding Partners, Pat, Stuart and Ted each have in excess of 30 years advisory experience. We offer broadly based Financial Advice on Pensions, Investments and Protection to companies and on Pensions, Investments, ISA and Protection to individuals and their families. Advice can be fee based, commission based or a combination and all changers and their basis are agreed at a first meeting which is free of charge.

Our services

Build long term relationships with clients and provide hollistic financial planning across all financial requirements.

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£251,000
Advice methods
  • phoneButton
    Telephone
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    Face to face

5 Darent Place, Didcot, OX11 7UQ

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