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.