Combined Financial Strategies Ltd is an award-winning firm of Chartered Financial Planners offering independent financial advice tailored to their client’s specific circumstances.
The majority of their clients tend to be focussed on when and how they can afford to retire. Unfortunately, retirement has become increasingly complicated with many changes to legislation and the increasing number of available financial products to use. Therefore Combined Financial Strategies Ltd offers their clients a joined up approach to their financial plans covering investments, pensions and tax planning.
Jonothan McColgan is Combined Financial Strategies’ director and is an award-winning Chartered Financial Planner receiving nine national industry awards over the last year, including At Retirement & Estate Planning Adviser of the Year, Multi Asset Planner of the Year, and he was runner up as Financial Adviser of the Year.
38 Gay Street,
Bath BA1 2NT
Tel: 01225 471462