Coloma Wealth Management LLP

Independent Financial Adviser  4 Dickens Mews, Greater London, London, EC1M 5SZ
check
FCA authorised
Last authorised 1st March 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
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying first home
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Mortgage protection
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Buildings and contents
check
Commercial motor
check
Critical illness
check
Healthcare
check
Home and leisure
check
Income protection insurance
check
Large business
check
Life insurance
check
Payment protection insurance
check
Small business
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
EEA
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Sharia finance
check
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
  • mouse
    Online (Live chat, video, email)
  • icons
    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

Similar advisers near you

Independent Financial Adviser 0 mi
We Construct and manage Investment Portfolio's to suit a specific requirement or objective.Be it capital preservation, growth, income or a mix. We can tailor this to a particular need. So if you are looking to build capital or income for retirement, planning to start of have an existing self invested pension plan (SIPP) or to take advantage of the annual ISA allowance tax wrapper, then please contact for further information. We are happy to discus your specific requirement.
 
Independent Financial Adviser 0.16 mi
An independent, Chartered firm, delivering financial planning to families building their wealth, people approaching, or in retirement, and ethically-minded investors.
 
Independent Financial Adviser 0.16 mi
 
 
Independent Financial Adviser 0.16 mi
Invest in Advice