An Associate Partner Practice of St. James's Place Wealth Management

Tobias Colton Wealth Management

Tobias Colton

BA(Hons) Dip PFS
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.

About

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.
Tobias Colton

19 The Leas, Cottesmore, Rutland, LE15 7DG

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgages and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
COVID-19
Here to support you and help to provide peace of mind in this uncertain time.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.
l found your service very professional and answered all questions proficiently so I’m very happy with the service you have provided and look forward to updates.
Private Client
Toby offered me great advice to grow the small amount that I did have available to invest. I am pleased that I chose to invest with St. James's Place as the service has been excellent. I would highly recommend them.
Private Client
The value of an investment with St. James's Place may fall as well as rise. You may get back less than you invested.
After spending some years worrying about my finances, I was a bit nervous sitting down with Toby to discuss everything. He immediately put me at my ease and was very helpful explaining everything and genuinely wanting to help me make the most of the assets I have, planning for now and for the future. Toby has been a tremendous help to me organising my finances!
Private Client

Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £93 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

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.

Tobias Colton
Tobias Colton Wealth Management
07468 428380