Coloma Wealth Management LLP

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.

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.