Your Financial Future, Made Clear
At Combined Financial Strategies, we pride ourselves on providing expert, award-winning financial planning and advice to individuals and businesses across the UK. With a team of experienced professionals led by Chartered Financial Planner, Jonathan McColgan, we offer a unique blend of expertise, knowledge, and personal touch.
What We Do
We provide expert financial planning and advice to help individuals and businesses achieve their long-term goals, safeguard their financial futures, and build a secure financial foundation. Our services include retirement planning, investment advice, tax efficiency strategies, legacy planning, and more. We take a bespoke approach to financial planning, taking the time to understand your unique circumstances, needs, and goals to deliver personalized advice and guidance.
Why Choose Us?
At Combined Financial Strategies, we believe that effective financial planning is about more than just numbers and data - it's about understanding your goals, values, and priorities. We're committed to delivering exceptional service, tailored advice, and a high level of expertise to help you achieve your financial objectives and achieve the life you want.
Our Services
We offer a wide range of financial planning services, including:
- Retirement Planning
- Investment Advice
- Tax Efficiency Strategies
- Legacy Planning
- Protection Planning
Our Expertise
Our team of experts has a deep understanding of the financial markets, tax laws, and pension regulations, ensuring that you have the best possible guidance to make informed decisions about your financial future.
What Our Clients Say
We're proud to have built strong, long-term relationships with our clients, who value our expertise, professionalism, and personal approach.
Awards and Recognition
We're committed to delivering exceptional service and expertise, recognized by numerous industry awards and accolades.
General Impression
The review provides a glowing endorsement of a financial adviser, Jonothan, from a client who has had a previous disappointing experience with a well-known national firm.
Initial Apprehension
The reviewer, Rob Thomas, was cautious in his approach, having been burnt by a previous adviser. He took the time to get to know Jonothan and conduct thorough research before committing to his services.
Impressive Credentials
The reviewer was impressed by Jonothan's credentials, including national recognition such as "Financial Adviser of the Year" and "Retirement & Later Life Advice Specialist of the Year". These accolades, combined with a track record of delighted clients, gave the reviewer confidence in Jonothan's abilities.
