BEAUTIFULLY CRAFTED
WEALTH MANAGEMENT
SOLUTIONS THAT WILL LAST
A LIFETIME...

Approximately 36 miles northeast of Sacramento, California, Coloma is most noted for being the site where James W. Marshall first discovered gold on January 24th, 1848, leading to the California Gold Rush, one of the most significant turning points in the social and economic history of the modern world.

Helping you go for gold

The financial services marketplace is complex, the choices bewildering and the potential for and cost of errors, intimidating. But, inspired by those early pioneers, 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.

For a FREE, confidential and no-obligation discussion, please call us on 020 3603 5910, or e-mail info@coloma-wealth.com


Coloma Wealth Management LLP Registered Office: Registered Office: Indigo House, Mulberry Business Park, Fishponds Road, Wokingham, Berkshire RG41 2GY
Limited Liability Partnership Registered in London Number: OC367389
Authorised and regulated by the Financial Conduct Authority. Financial Conduct Authority Register Number 563449

The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK
Some commercial financial planning and inheritance tax planning is not regulated by the Financial Conduct Authority

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