Combined Financial Strategies Ltd

Financial Planners
38 Gay St, Bath BA1 2NT

Ratings

Opening Times

Monday
09:00 - 17:30
Tuesday
09:00 - 17:30
Wednesday
09:00 - 17:30
Thursday
09:00 - 17:30
Friday
09:00 - 17:30
Saturday
Closed
Sunday
Closed

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From Combined Financial Strategies Ltd

Combined Financial Strategies 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 many 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. The most important thing is to firstly understand your hopes and aspirations. Focusing on what you want to do in life. We can advise on how you can build & protect your wealth, plan for worst case scenarios and maintain your lifestyle into retirement.