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  7. Coloma Wealth Management LLP

Coloma Wealth Management LLP

Independent Financial Adviser  4 Dickens Mews, Greater London, London, EC1M 5SZ
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FCA authorised
Last authorised 14th June 2021
I am a Chartered Financial Planner and Mortgage Adviser based in the City of London with over 12 years experience in the Financial Services industry. Before qualifying as an Independent Financial Adviser and working in the Private Wealth Management industry, I worked as an investment banker at Macquarie Bank after graduating from Cass Business School. 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. Coloma Wealth Management LLP is authorised and regulated by the Financial Conduct Authority.
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 my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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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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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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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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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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EEA
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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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 private medical insurance
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Group risk
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Sharia finance
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Long term care
Meet our advisers
MR Edward Thomas Wilby Bsc (Hons), IMC, FPFS
Chartered Financial Planner
About us

The financial services marketplace is complex, the choices bewildering and the potential for and cost of errors, intimidating. We’re here to guide you with our professional, expert, experienced and objective advice, designed to help you uncover the most rewarding seams and maximise your assets and returns.

Whether it is for you, your family or your business, we will deliver the most appropriate wealth management solutions, tailored to your budget and lifestyle. You will see that our capabilities cover both personal and commercial financial planning, in a wide range of areas, right from life assurance, pensions, mortgages and inheritance tax planning to group schemes covering shareholders, key people and employees.

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.

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£500,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

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

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