Contact

Financial Adviser in Cambridge

Christopher Tomnie

I provide a full Independent Financial Advice service to meet all of your Pension, Protection, Investment and Mortgage needs.

For over 25 years I have provided a friendly and professional service to my clients explained in plain language with no financial jargon. Meetings can be arranged to be either face to face in the comfort of your own home, over the phone or online via Zoom/Teams at your convenience.

I can help you to identify any gaps in your existing financial planning and work with you to reach all of your important financial goals and as an Independent Financial Adviser I’m committed to delivering better value and choice for my clients.
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 to help you to achieve your goals.

Financial Advice Services

My Financial Advice Process

1

At your initial meeting (which is free of charge) I will discuss the advice process with you and help you understand how I am able to assist with your financial needs.

2

I will carry out an extensive assessment of your financial circumstances to understand your situation and present you with an appropriate recommendation.

3

I will arrange and implement your agreed plan. This will include handling all of the fund and policy administration and ensuring documents are issued in line with your expectations.

4

As your financial and personal objectives may change over time I believe ongoing support is crucial in ensuring your protection insurance remains up to date and will give you regular updates and information regarding this.

Financial Guidance

Read my client reviews

For more than 6 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.
★★★★★

Mrs R Gurney
Stevenage, Hertfordshire

 

We have no hesitation in recommending Christopher Tomnie who has been our Financial Adviser for the past 18 years. During this time he has given good and friendly advice which we are very happy with.
★★★★★

Mr & Mrs Taylor
Cambridge, Cambridgeshire

 

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.
★★★★★

 Mr and Mrs Hiller
Ely, Cambridgeshire