1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. South East
  6. breadcrumb-arrow
  7. West Sussex
  8. breadcrumb-arrow
  9. Crawley
  10. breadcrumb-arrow
  11. Coloma Wealth Management LLP

Coloma Wealth Management LLP

Independent Financial Adviser  Coloma Wealth Management, Beckenham, BR3 1AN
First meeting at adviser's own cost
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
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
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
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Corporate pension
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group private medical insurance
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 16th November 2020
Meet our advisers
James Grey
Our services

Financial planning, consisting of helping professional clients map out, identify and achieve their financial and individual aspirations.

Highlighting and optimising tax efficient opportunities for clients to achieve bespoke solutions in order to accumulate towards and reach sought after objectives.

Implementing efficient cash flow modelling scenarios, designing and monitoring appropriate planning strategies as individuals and the economic climate evolves.

Safeguarding client assets/families with effective contingency planning to provide peace of mind in the event of uncertainty.

Where to find us
Head office address: Coloma Wealth Management, Beckenham, BR3 1AN
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 16th November 2020

Similar advisers near you

Milestone Financial Planning
Independent Financial Adviser 0.76 mi
We are a truly independent, forward thinking company. We have expertise in complex planning, including Defined Benefit transfers, through to Inheritance Tax mitigation, firmly placing your interests at the heart of our business.
 
See profile
Focus Investment Planning Ltd
Independent Financial Adviser 0.77 mi
We are truly Independent Advisers who specialise in Investments, Pensions, Protecting assets and Inheritance tax planning. In light of Coronavirus we can also offer online and telephone advice to those of you that may be shielding.
 
See profile
Maidencroft Financial Services Ltd
Independent Financial Adviser 0.85 mi
" Financial Security for a Lifetime" Holistic Financial Planning for the individual and small to medium sized company
 
See profile
The Private Office
Independent Financial Adviser 0.88 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.