Financial advisors in Peterborough

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.

Sonny Kurmi Adv DipFA

S K WEALTH SOLUTIONS

    01223 607 700

  07931 504 807

I specialise in offering ‘simple yet highly effective solutions to complex problems’ and welcome the opportunity to help start ups to established companies, non-professionals to professionals, and company directors to retired clients.

I have worked in financial services for over 12 years within the UK and Internationally. I have gained a wealth of knowledge enabling me to offer a truly holistic financial solution to every client…

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  Areas of expertise:

Protection

Savings & Investment Planning

Retirement Planning

Inheritance 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.

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