About Us
The in house investment management service is run by Robin Francis. Robin gained his investment experience managing investment portfolios for the TRW (formerly Lucas Industries) pension fund, where he managed almost GBP 1 bn. In recent years he has chosen to work with private clients, initially under the Raymond James banner and now with Coloma Wealth Management. He is passionate about applying the insights gained from working for a large pension fund.
The purpose of the investment practice is to offer a private client service providing portfolios tailored to your individual needs. The aim to buy high quality investments that you can hold for the long term.
The investment philosophy is based on a belief that in a world of instant communication, and instant decision making, short-termism is the biggest inefficiency in markets. In practical terms this means that the best time to acquire high quality investments, at attractive prices, is during market sell-offs or when a particular investment is temporarily out of favour. Over time patience is rewarded.
About Coloma
Coloma Wealth Management is a group of fourteen City based financial advisors specialising in investments, pensions, mortgages, life insurance and financial planning.
It has over GBP 300 million under advice including over GBP 150 m on the Transact investment platform.
Each of the Coloma partners have 30 plus years of experience in financial services.
Coloma is authorised and regulated by the FCA.
Contact Us
Call 07838 360579 / 0203 603 5910 or email us at rf@coloma-wealth.com