Coloma Wealth Management LLP
5th floor
Pinnacle House
London
EC3R 8HN
We offer a range of services to help you meet your personal and financial needs and advise a wide range of clients - from individuals requiring a mortgage and protection for their dependents, to high net worth clients with large investment & pension portfolios.
We provide independent advice across protection, pensions, investment, mortgages and business needs.
We will act on your behalf for arranging Personal & Family Protection, for example a Life Assurance or Critical Illness Plan; Investments & Pensions, for example an ISA, Personal Pension Plan or Self Invested Pension Plan; Corporate financial planning, including group life assurance, pensions, and schemes covering shareholders, key people and employees
Once your financial plans are in place it is important to keep them under review so we also offer an on-going review service, after your initial investment or pension has been arranged, so that you can ensure that your financial plans remain on track over time.
Our Kent branch: www.advice2u.co.uk
Please get in touch with us for further details of how we may assist you with your current and future financial plans.
Coloma Wealth Management is authorised and regulated by the Financial Conduct Authority (FCA). The FCA is the independent regulator of financial services in the United Kingdom. Coloma Wealth Management LLP is on the Financial Services Register (www.fca.org.uk/register) under reference 563449.
Trust and tax advice is not regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN. Telephone No. 0800 111 6768
Should you have cause to complain about our service, we will investigate your complaint in a professional manner and provide you with our response.
In the event that we are unable to settle your complaint, you may be entitled to refer it to the Financial Ombudsman Service (FOS), which operates the Ombudsman Scheme under which certain disputes may be resolved quickly and with minimum formalities by an independent person. Further information about the Financial Ombudsman Service (FOS) is available from their website www.financial-ombudsman.org.uk
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.