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
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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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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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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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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Corporate pension
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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 private medical insurance
Response rating
7.0/10
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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
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 16th November 2020

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