We provide some of the finest financial advice in the country, so you can be sure your future is in safe hands. Combined Financial Strategies (CFS) is one of the UK's leading independent financial advisers, offering award-winning advice on retirement planning, investments, tax efficiency, legacy planning and more. The business is led by Jonothan McColgan, a chartered financial planner who has been awarded UK financial adviser of the year and numerous other awards.
He is a sought-after commentator in national publications including the Financial Times, The Times, the Daily Telegraph and the Mail on Sunday. CFS provides a completely independent and personalised service. Because we're a small team of experts, we focus on every single client and delivering a highly personalised service. Your needs are different from anyone else's, so your advice should be too.
CFS provided a first-rate service, taking meticulous care to fully understand my specific situation and provide a highly tailored financial plan rather than simply providing generic investment advice.
He is a sought-after commentator in national publications including the Financial Times, The Times, the Daily Telegraph and the Mail on Sunday. CFS provides a completely independent and personalised service. Because we're a small team of experts, we focus on every single client and delivering a highly personalised service. Your needs are different from anyone else's, so your advice should be too.
CFS provided a first-rate service, taking meticulous care to fully understand my specific situation and provide a highly tailored financial plan rather than simply providing generic investment advice.
Services
CFS is one of the UK's leading independent financial advisers, founded more than 10 years ago and based in Bath.
But we don't want you to take this statement purely on trust.
We are completely clear and transparent about our qualifications, fees, approach and ethics.
Choosing a financial adviser can be a daunting process.
That's why we offer our 'five Cs' - to provide evidence of the quality of our service and to explain our fees, approach and the ethics that underpin our relationship with you.
But we don't want you to take this statement purely on trust.
We are completely clear and transparent about our qualifications, fees, approach and ethics.
Choosing a financial adviser can be a daunting process.
That's why we offer our 'five Cs' - to provide evidence of the quality of our service and to explain our fees, approach and the ethics that underpin our relationship with you.
And, this year the Growth Investor Awards are thrilled to announce Jonothan McColgan, Combined Financial Strategies as our Runner Up in the Financial Adviser of the Year category for a 4th year!
The Financial Adviser of the Year is the highest accolade honouring an individual who can demonstrate they are best able to advise on tax efficient investments as part of their investment proposition.
The judges considered advisers' application of expertise to add value for their clients, approach to compliance and regulation, risk management and overall promotion of investments.
The Financial Adviser of the Year is the highest accolade honouring an individual who can demonstrate they are best able to advise on tax efficient investments as part of their investment proposition.
The judges considered advisers' application of expertise to add value for their clients, approach to compliance and regulation, risk management and overall promotion of investments.
CFS provided a first-rate service, taking meticulous care to fully understand my specific situation and provide a highly tailored financial plan rather than simply providing generic investment advice.
They have provided clear and well explained advice at a pace which suited me and I am very happy with the financial plan I have in place.
Jonathan continues to provide guidance and assistance and has been very helpful in the setting up of my business and providing useful business contacts.
For several years now Jonothan has helped me with the complexities of a multiple pensions portfolio and other financial challenges both personally and in my business.
They have provided clear and well explained advice at a pace which suited me and I am very happy with the financial plan I have in place.
Jonathan continues to provide guidance and assistance and has been very helpful in the setting up of my business and providing useful business contacts.
For several years now Jonothan has helped me with the complexities of a multiple pensions portfolio and other financial challenges both personally and in my business.
Explore the stage you are at in life and what you need to be thinking about for retirement planning.
For several years now Jonothan has helped me with the complexities of a multiple pensions portfolio and other financial challenges both personally and in my business.
He has gone out of his way to not only offer excellent advice and solutions but to never let go of our changing personal and business needs.
Bottom line - I rely on his advice and trust him implicitly.
There are around 5 to10 years to go before retirement and it's becoming something you're thinking about a lot - and may be worrying about.
For several years now Jonothan has helped me with the complexities of a multiple pensions portfolio and other financial challenges both personally and in my business.
He has gone out of his way to not only offer excellent advice and solutions but to never let go of our changing personal and business needs.
Bottom line - I rely on his advice and trust him implicitly.
There are around 5 to10 years to go before retirement and it's becoming something you're thinking about a lot - and may be worrying about.
Taking independent financial advice can seem daunting, but we believe it's vital to tackle those tough decisions about your money.
Having an adviser to help can make all the difference.
Here's a snapshot of what our clients gain from working with us.
Financial advice provides you with the expert knowledge and experience you lack.
In effect your financial adviser becomes a Finance Director for your personal affairs - a specialist who understands both the big financial picture and the complex technical details involved in successfully achieving financial goals.
Having an adviser to help can make all the difference.
Here's a snapshot of what our clients gain from working with us.
Financial advice provides you with the expert knowledge and experience you lack.
In effect your financial adviser becomes a Finance Director for your personal affairs - a specialist who understands both the big financial picture and the complex technical details involved in successfully achieving financial goals.
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