Damian Lloyd

Damian Lloyd Email and Phone Number

Independent Financial Adviser at Coloma Wealth Management LLP @ Coloma Wealth Management LLP
wokingham, united kingdom
Damian Lloyd's Location
Greater London, England, United Kingdom, United Kingdom
Damian Lloyd's Contact Details

Damian Lloyd personal email

n/a
About Damian Lloyd

Damian Lloyd is a Independent Financial Adviser at Coloma Wealth Management LLP at Coloma Wealth Management LLP. He possess expertise in wealth management, investments, pensions, financial services, insurance and 8 more skills.

Damian Lloyd's Current Company Details
Coloma Wealth Management LLP

Coloma Wealth Management Llp

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Independent Financial Adviser at Coloma Wealth Management LLP
wokingham, united kingdom
Employees:
19
Damian Lloyd Work Experience Details
  • Coloma Wealth Management Llp
    Independent Financial Adviser
    Coloma Wealth Management Llp Jan 2013 - Present
    London, United Kingdom
    Fee based Financial Adviser who is based in Didcot, Oxfordshire but works in the City of London. Able to provide unbiased Independent Financial Advice on Retirement, Investment and Protection needs for individual clients and business owners across the country.I offer new clients a complimentary first meeting in order to explain my role and understand more about the client and what they are looking to achieve from my services.
    View
  • Coloma Wealth Management Llp
    Business Manager
    Coloma Wealth Management Llp Jan 2012 - Jan 2013
    London, United Kingdom
    I dealt with clients on a day-to-day basis either via the telephone or in meetings and helped clients achieve their objectives, through working closely with two partners of Coloma Wealth Management LLP who would provide the regulated advice.The Business Manager role encompasses researching the various products available on the open market and testing their suitability for recommendations for clients. I would then write a suitability report for the adviser who would present this to the client with there recommended solution.The most interesting part of job is my role in researching Investment Funds for the portfolios that we recommend our investment/pension clients. I take an active involvement in this and review our suite of portfolios on a monthly basis.
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  • Financial Relationships Llp
    Business Manager
    Financial Relationships Llp Jul 2008 - Jan 2012
    London, United Kingdom
    I dealt with clients on a day-to-day basis either via the telephone or in meetings and helped clients achieve their objectives, through working closely with two partners of Financial Relationships LLP who would provide the regulated advice.The Business Manager role encompasses researching the various products available on the open market and testing their suitability for recommendations for clients. I would then write a suitability report for the adviser who would present this to the client with there recommended solution.The most interesting part of job is my role in researching Investment Funds for the portfolios that we recommend our investment/pension clients. I take an active involvement in this and review our suite of portfolios on a monthly basis.
    View
  • Pfa Financial Management
    Business Manager
    Pfa Financial Management Jun 2007 - Jul 2008
    London, United Kingdom
  • Foster Denovo
    Junior Business Manager/Business Manager
    Foster Denovo May 2004 - Jun 2007
    London, United Kingdom
    View
  • Windsor Life Assurance
    Data Analyst/Test Analyst
    Windsor Life Assurance Sep 2000 - Sep 2003
    Telford, United Kingdom

Damian Lloyd Skills

Wealth Management Investments Pensions Financial Services Insurance Relationship Management Risk Management Retirement Planning Inheritance Tax Planning Strategic Financial Planning Estate Planning Fixed Annuities Financial Planning

Damian Lloyd Education Details

Frequently Asked Questions about Damian Lloyd

What company does Damian Lloyd work for?

Damian Lloyd works for Coloma Wealth Management Llp

What is Damian Lloyd's role at the current company?

Damian Lloyd's current role is Independent Financial Adviser at Coloma Wealth Management LLP.

What is Damian Lloyd's email address?

Damian Lloyd's email address is dl****@****s.co.uk

What schools did Damian Lloyd attend?

Damian Lloyd attended University Of Birmingham, New College (6th Form) Wellington, Shropshire.

What skills is Damian Lloyd known for?

Damian Lloyd has skills like Wealth Management, Investments, Pensions, Financial Services, Insurance, Relationship Management, Risk Management, Retirement Planning, Inheritance Tax Planning, Strategic Financial Planning, Estate Planning, Fixed Annuities.

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