Coloma Wealth Management LLP

Independent Financial Adviser 4 Dickens Mews, Greater London, London, EC1M 5SZ
First meeting at adviser's own cost
Response rating
FCA verified
10th June 2019
I provide a Personal Finance concierge proposition, offering a truly bespoke and individual service to UK private individuals and SMEs
We can advise you on
    • Buy to let
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Accident & sickness
    • Buildings and contents
    • Commercial motor
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Wealth management
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • EEA
    • Long term care
Meet our advisers
Edward Thomas Wilby Bsc (Hons), IMC, FPFS
Chartered Financial Planner
Chartered Financial Planner
Where to find us

4 Dickens Mews, Greater London, London, EC1M 5SZ

Make an enquiry
About us

The Founding Partners, Pat, Stuart and Ted each have in excess of 30 years advisory experience. We offer holistic Independent Financial Advice on Pensions, Investments and Protection to companies and on Pensions, Mortgages, Investments, ISA and Protection to individuals and their families. Advice can be fee based, commission based or a combination and all changes 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.
I provide a Personal Finance concierge proposition, offering a truly bespoke and individual service to UK private individuals and small/medium size companies throughout the UK.
My clients include professionals, doctors, solicitors and self employed barristers who I advise on a wide range of services including investments/savings, retirement solutions and mortgages.
I help clients to make informed decisions on their advice requirements in an effective and knowledgeable manner to create long term relationships.

Advice methods
  • phoneButton
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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