0330 038 8941
Based in Oakham
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FCA Regulated
Last checked: 01 March 2025
Tobias and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
9
Recent Client Reviews
Verified reviews: 100%
Tobias has received 9 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
Last checked: 15 November 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
3
Qualifications Uploaded
3 qualification certificates available to view
Tobias has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
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Tobias has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Last checked: 01 March 2025
Tobias and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
9
Recent Client Reviews
Verified reviews: 100%
Tobias has received 9 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
Last checked: 15 November 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
3
Qualifications Uploaded
3 qualification certificates available to view
Tobias has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Fees not yet added
Tobias has not yet added their fees to their profile
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. 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 work with individuals who want clarity of their financial future, as well as helping empower Trustees of charities. I have achieved Chartered and Fellow status, which is the gold standard of our industry. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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