Tony Columbine
Financial Adviser with True Potential
With an illustrious 32-year tenure in the Financial Services Sector, I’ve donned hats as both a Financial Adviser and a Freelance Compliance Consultant for major UK financial institutions and top-tier accountancy practices.
Armed with a wealth of experience and knowledge, my primary drive is to steer clients toward tailored solutions that best suit their needs.
As a proud member of the Personal Finance Society, I hold the Diploma in Financial Planning, complemented by Advanced Mortgage qualifications. My mission is to cultivate enduring client relationships, rooted in mutual trust and consistent communication...
My partnership with True Potential has equipped me with cutting-edge tools, using their award-winning technology to offer straightforward and transparent advice in a convenient manner. Through this, clients gain 24/7 online access to their complete financial landscape, fostering informed and empowered decisions to reach their financial milestones.
Through the extensive network I’ve developed in collaboration with True Potential, I am positioned to support clients comprehensively with their financial requirements.
My commitment lies in not only providing top-tier financial guidance but also in ensuring that clients have the tools and understanding necessary to navigate their financial journeys confidently. Together, through True Potential’s resources, and my expertise, we pave the way to a future where your financial goals are not just aspirations but tangible accomplishments.
- R05 Financial protection - Chartered Insurance Institute - 21-06-2011
- R01 Financial services, regulation & ethics - Chartered Insurance Institute - 21-01-2011
- CIl Level 4 Diploma in Financial Planning - Chartered Insurance Institute - 05-01-2011
- J05 Pension income options - Chartered Insurance Institute - 05-01-2011
- DipPFS - The Personal Finance Society - 30-12-2010
- J01 Personal tax - Chartered Insurance Institute - 24-09-2010
- J04 Pension funding options - Chartered Insurance Institute - 28-12-2007
- CF4 Retirement planning - Chartered Insurance Institute - 06-07-2007
- CF9 Pensions simplification - Chartered Insurance Institute - 10-11-2006
- Fundamentals of Commercial Mortgages - Institute of Financial Services - 02-11-2006
- Certificate of Regulated General Insurance - Institute of Financial Services - 02-03-2006
- IFS Level 3 Certificate in Lifetime Mortgages - Institute of Financial Services - 24-02-2006
- Advanced Certificate in Mortgage Advice and Practice - Institute of Financial Services - 24-02-2006
- Certificate in Regulated Customer Care - Institute of Financial Services - 28-10-2005
- Financial Planning - Chartered Insurance Institute - 31-05-1997
Investment & Savings
I can review your investment and savings accounts, and create a bespoke financial plan that you’ll be able to track 24/7
with award-winning technology.
Retirement & Pensions
Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and can ensure that you are taking full advantage of new pension freedoms.
Inheritance, Estates & Tax
I can review all your accounts and create a bespoke plan that makes the most of your tax allowances and maximises the amount your beneficiaries can inherit.
Mortgages & Borrowing
Whether you are a first-time buyer or have a property portfolio, with the vast array of products and lenders, I can provide the specialist advice you need.
Protection
I can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.
We are award winning
Our aim is to revolutionise the way wealth management is delivered. We believe that by using award winning technology to deliver financial services, we empower financial advisers and their clients to take control of their futures.
We provide innovative investments
Whether you’re aiming to pay off your mortgage, cover university fees or just grow your money our Portfolios use a pioneering approach known as Advanced Diversifications to find opportunities for growth that others can’t replicate.
We build revolutionary technology
Our clients can check their investments 24/7 and top up anytime with impulseSave. They also get access to exclusive features like True Potential Rewards, which enables them to earn cashback from over 4,000 retailers.
