Financial Advisors in Leicester

Tobias Colton  BA (Hons) Dip PFS

TOBIAS COLTON WEALTH MANAGEMENT

  07468 428 380

After a career in the Royal Navy’s Submarine Service and studying Japanese at university, I wanted to transfer my skills to the Financial Services Industry, which I achieved in 2012. I see my role as that of a translator, using my expertise to help you interpret often complex and confusing scenarios into clear and simple solutions.

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  Areas of expertise:

Investment Planning & Savings

Retirement Planning

Retirement Income

Inheritance Tax Planning

The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.

Tracey Mather DipFA CeMAP

TRACEY MATHER WEALTH MANAGEMENT LTD

  07715 446 102

  01162 376 777

I provide wealth management advice to individuals and businesses in and around Leicester and the East Midlands. My advice is tailored to meet your personal and/or business objectives and bespoke to your personal needs and preferences….

Your home may be repossessed if you do not keep up repayments on your mortgage.

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  Areas of expertise:

Investment Planning & Savings

Retirement Planning

Retirement Income

Inheritance Planning

Mortgages

The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.

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