Coloma Wealth Management LLP

Independent Financial Adviser 5 Darent Place, Didcot, Oxon, OX11 7UQ
FCA verified
15th October 2018
Works with Individuals, Business Owners and Corporate clients building a long-term relationship to provide comprehensive unbiased financial advice.
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • Group risk
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
adviser-person
Damian Lloyd BSocSc(Hons),Cert CII(MP),Dip PFS
Independent Financial Planner
Where to find us

5 Darent Place, Didcot, Oxon, OX11 7UQ

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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£250,000

Similar advisers near you

Independent Financial Adviser 3.02 mi
We are here to help you get the most from your pensions.
 
Independent Financial Adviser 4.55 mi
You are at the centre of everything we do. We will work with you to improve your financial future.
 
Independent Financial Adviser 4.61 mi
Customer service is our priority, with a commitment to provide clear concise and transparent advice at all times.
 
Independent Financial Adviser 7.28 mi
Financial Planning made simple where the client and their needs always come first! Voted 'Shoppers Choice' by FTAdviser