About Us
The in house investment management service is run by Robin Francis and Jackie Williams. Between them they have extensive experience managing large institutional share and bond portfolios. Robin gained his investment experience managing income portfolios for the TRW (formerly Lucas Industries) pension fund, where he managed almost GBP 1 bn. Jackie has managed share portfolios for the Prudential Assurance Company, Sun life of Canada, Equitable Life and the TRW pension fund. In recent years they have chosen to work with private clients, initially under the Raymond James banner and now with Coloma Wealth Management. Between them Jackie and Robin have over forty years investment experience. They are passionate about applying the insights gained from working for large pension funds.
The purpose of our investment practice is to offer a private client service providing portfolios tailored to your individual needs. We aim to buy high quality investments that you can hold for the long term.
Our 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.
The Team
Robin Francis CFA
Robin gained his investment experience managing income portfolios for the TRW (formerly Lucas Industries) pension fund, where he managed almost £1bn out of £3.5bn. Robin then set up his own investment practice to bring the insights gained from working for a fund with a long time horizon to a wider audience. For the last ten years Robin has worked as a private client investment manager.
Jackie Williams ASIP
Jackie has more than twenty-five years’ experience as an equity analyst for both UK and European equities, and as a fund manager. Jackie has worked for the Prudential Assurance Company, Sun Life of Canada, Equitable Life and TRW Investment Management. For the last nine years Jackie has worked as an investment adviser specialising in equity analysis.
Contact Us
Call 07838 360579 / 0203 603 5910 or email us at rf@coloma-wealth.com