Jonathon Collins - Financial Adviser

I am a Wealth Management Partner with True Potential Wealth Management. I joined True Potential as a Financial Adviser in June 2014 after working for several FTSE 100 financial service companies for 13 years including Legal & General after graduation from university.

I have built up a wealth of knowledge and experience in helping individuals and families reach their financial goals. I am passionate about helping my clients make the most out of their finances.

Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important for your lifestyle and plans. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones, or a cherished cause, I will work with you every step of the way.

As a Financial Adviser, the areas I can help you with include:

Achieving your dreams and aspirations – Tax Efficient Savings and Investments.

Saving for children’s university costs, first home deposit etc

Helping you with mortgage advice – Moving home, Remortgaging, Buy to Let, Let to Buy and First Time Buyers.

Helping you achieve a comfortable retirement – Reviewing existing Pension Provisions.

Helping you when you need it the most – Lifestyle changes such as Marriage, Divorce, Redundancy, Bereavement, Retirement and Inheritance.

Helping you when life doesn’t go to plan – Life, Critical Illness, and Income Protection.

No fee for your first consultation – please call me today on 07585 664 504 to see how I can add value to your existing financial arrangements.

If you’re an accountant or a solicitor, please contact me to find out how we can benefit our clients by working together.

It’s your money; it’s your life; make the most of it.

Jonathon Collins Financial Adviser

Areas Served

  • Midlands

Jonathon Collins - Financial Adviser

Jonathon Collins - Financial Adviser

I am a Wealth Management Partner with True Potential Wealth Management. I joined True Potential as a Financial Adviser in June 2014 after working for several FTSE 100 financial service companies for 13 years including Legal & General after graduation from university.

I have built up a wealth of knowledge and experience in helping individuals and families reach their financial goals. I am passionate about helping my clients make the most out of their finances.

Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important for your lifestyle and plans. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones, or a cherished cause, I will work with you every step of the way.

As a Financial Adviser, the areas I can help you with include:

Achieving your dreams and aspirations – Tax Efficient Savings and Investments.

Saving for children’s university costs, first home deposit etc

Helping you with mortgage advice – Moving home, Remortgaging, Buy to Let, Let to Buy and First Time Buyers.

Helping you achieve a comfortable retirement – Reviewing existing Pension Provisions.

Helping you when you need it the most – Lifestyle changes such as Marriage, Divorce, Redundancy, Bereavement, Retirement and Inheritance.

Helping you when life doesn’t go to plan – Life, Critical Illness, and Income Protection.

No fee for your first consultation – please call me today on 07585 664 504 to see how I can add value to your existing financial arrangements.

If you’re an accountant or a solicitor, please contact me to find out how we can benefit our clients by working together.

It’s your money; it’s your life; make the most of it.

Areas Served

  • Midlands

Areas of Expertise

Investment Planning

Reliable wealth management advice and the right investment strategy are crucial to securing your financial wellbeing. If you are looking to invest for income or growth, I can provide quality advice, comprehensive solutions and ongoing service.

True Potential Investments’ carefully constructed range of risk-rated funds, including the exclusive True Potential Wealth Strategy Funds, enable you to spread your investments across a wide range of asset types and fund manager styles to create a personal, diversified portfolio solution.

As a client, you will also have 24/7 access to your investments on your personal client site and the ability to top up on-the-go with True Potential’s world-first impulseSave® technology.

Retirement Planning

Regardless of where you are in life, it is important to receive expert and professional advice on your retirement plans and requirements.

Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and access to world-class investment funds. Plus, I can ensure that you are taking full advantage of new pension freedoms.

In addition, our unique True Potential One® life planning tool helps you manage both the accumulation and drawdown phases of your retirement.

Protection

Protecting you and your family from unforeseen circumstances is essential now, and in the years to come.  I can provide protection cover in the various forms of life, critical illness and disability solutions as well as guidance on Inheritance Tax.

My clients say...

Jonathon Collins - Financial Adviser

"I first met Jonathon some 10 years ago when he was working for Legal & General at their Leicester Branch. I already had pension and investments, however as soon as I met Jonathon I was impressed by his warm and dynamic strong personality giving him an air of confidence. He immediately put me at ease regarding my investments. Previous to our first meeting it was obvious he had done his homework on my existing investments, and was throughly prepared, he explained in great detail the benefits and possible pitfalls. He had an immediate answer to all the many questions I was about to ask. When Jonathon became a Wealth Partner with True Potential I was very happy to continue our excellent working relationship, which has continued through the past few years. I have my complete trust in him and have listened to his very sound advice through the recent turbulent years of investments. He always says he treats my investments as if it was his own money. He is always available for any advice and always responds immediately to any correspondence I may send him. I have no hesitation in recommending Jonathon to anyone who need his services."

My clients say...

Jonathon Collins - Financial Adviser

"Jon Collins became my Financial Adviser in 2009 when he was with Legal & General Investor Portfolio Services. I remained with them for a short while after he left, but I was pleased when he accepted me as a client in his position with True Potential Wealth Management. I have every confidence my portfolio of investments will continue to perform well in his hands, but not only that, I have found him to be a very friendly, helpful and pleasant person to deal with."