Tobias Colton  BA (Hons) Dip PFS

TOBIAS COLTON WEALTH MANAGEMENT

07468 428 380

Tobias Colton

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.

I am currently working towards Chartered status, which is the gold standard of our industry.

I want to help you achieve your financial objectives by working together with you, and ensuring that you have full understanding and clarity along the way. For me, the most valuable part of my service is our ongoing relationship, which focuses heavily on continually reviewing your evolving needs.

FCA regulated

Active since 2012

No-obligation, one-hour initial consultation

Restricted advisor

Covers whole of East Midlands and East Anglia area

 

 

Areas of expertise:

Investment Planning & Savings

Retirement Planning

Retirement Income

Inheritance Tax Planning

LOCATION

Tobias Colton Wealth Management

19 The Leas

Cottesmore

Rutland

LE15 7DG

 

SERVICES

Tobias Colton Wealth Management provides a broad range of financial planning services including:

Investment Planning & Savings

Retirement Planning

Inheritance Tax Planning

Cashflow modelling to project clients’ expected financial future and highlight any planning opportunities

retirement planning

QUALIFICATIONS

Tobias has worked as a financial advisor since 2012 and is qualified to offer advice in a number of areas.

BA (Hons)

Diploma in Financial Planning (Dip PFS)

qualifications

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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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