Christopher Tomnie - Financial Adviser

As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients.
I view my role as an adviser, is to help my clients achieve their financial aspirations and as such planning for the financial future is more than just looking at numbers; it’s the people, their financial goals and where they wish to be that matters the most.

I recognise that everyone’s personal situations are unique and as such I will take the time to get to know you and what’s important. 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 can work with you every step of the way.

By using True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way along with giving you 24/7 online access to your complete financial affairs. As a result, you will be better informed, confident and empowered to reach your financial goals.

For more than 17 years, I’ve been helping individuals and families reach their financial goals. Having passed CeMap (Certificate of Mortgage Advice &Practice) in 2000 I began my career in financial services as a Mortgage Advisor. I then began a new challenge in 2006 as a Financial Advisor having passed the CeFA qualification (Certificate in Financial Advice) and in 2011 I achieved my level 4 qualification with CIOBS. As a qualified and experienced adviser I have continually enhanced my knowledge and expertise through industry events and formal training.

Reliable wealth management advice and creating the right investment strategy are crucial elements in securing your future financial well-being. At whatever stage you are in life I can provide you with the quality advice, comprehensive investment solutions and ongoing service to help you achieve your financial goals.

I encourage you to take the time to explore my website and discover more about my ‘Beyond Wealth Management’ service and how you can benefit.

Areas Served

  • Midlands
  • South England
  • Suffolk

Christopher Tomnie - Financial Adviser

Christopher Tomnie - Financial Adviser

As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients.
I view my role as an adviser, is to help my clients achieve their financial aspirations and as such planning for the financial future is more than just looking at numbers; it’s the people, their financial goals and where they wish to be that matters the most.

I recognise that everyone’s personal situations are unique and as such I will take the time to get to know you and what’s important. 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 can work with you every step of the way.

By using True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way along with giving you 24/7 online access to your complete financial affairs. As a result, you will be better informed, confident and empowered to reach your financial goals.

For more than 17 years, I’ve been helping individuals and families reach their financial goals. Having passed CeMap (Certificate of Mortgage Advice &Practice) in 2000 I began my career in financial services as a Mortgage Advisor. I then began a new challenge in 2006 as a Financial Advisor having passed the CeFA qualification (Certificate in Financial Advice) and in 2011 I achieved my level 4 qualification with CIOBS. As a qualified and experienced adviser I have continually enhanced my knowledge and expertise through industry events and formal training.

Reliable wealth management advice and creating the right investment strategy are crucial elements in securing your future financial well-being. At whatever stage you are in life I can provide you with the quality advice, comprehensive investment solutions and ongoing service to help you achieve your financial goals.

I encourage you to take the time to explore my website and discover more about my ‘Beyond Wealth Management’ service and how you can benefit.

Areas Served

  • Midlands
  • South England
  • Suffolk

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.

Mortgages & Borrowing

A mortgage is one of the biggest financial commitments you are likely to make in your lifetime. So, if you are a first time buyer or have a property portfolio, having the right mortgage can save you thousands of pounds. With the vast array of products and lenders, I can provide the specialist advice you need.

I offer clients the option to pay for mortgage advice by fee rather than commission.

Your home may be repossessed if you do not keep up repayments on your mortgage.

My clients say...

Christopher Tomnie - Financial Adviser

"For more than 4 years Chris Tomnie has been a trusted and competent financial adviser to my family. Initially, Chris worked with my husband and I, taking time to get to know our family's needs and hopes for the future, answering our questions in a very down to earth and jargon free manner. Following the sudden death of my husband, it was a great relief to have a trusted and competent adviser guiding me through all the financial things that needed to be done. I have found Chris to be reliable, honest, always responding to requests to call and give appropriate advice and take necessary action. I look forward to continued professional advice from Chris, delivered in a friendly way and with my best interests at heart, and have no hesitation in recommending him to other potential clients. "

My clients say...

Christopher Tomnie - Financial Adviser

"We have no hesitation in recommending Christopher Tomnie who has been our Financial Adviser for the past 10 years. During this time he has given good and friendly advice which we are very happy with."

My clients say...

Christopher Tomnie - Financial Adviser

"We found Christopher Tomnie honest and trustworthy. He understood our requirements and his choice of investments were well chosen and proved to be sound. Satisfied clients."

Looking to Improve Your Financial Know-How?

Sign up for the True Potential Centre for Public Understanding of Finance free online courses today.

Sign up Now