Combined Financial Strategies Ltd
Initial consultation free
Independent
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.
We can advise you on
Clients
helped
38helped
Minimum
pension value
£100k+pension value
Minimum
wealth
£100k+wealth
Minimum
mortgage value
£250k+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
MR Jonothan McColgan MA, APFS, DIP PFS, CERTS CII
Chartered Financial Planner
What our clients say
c
Cary
I have known Jonothan McColgan for over 14 years when I met him at Regency Financial Advisors. He subsequently left them and set up his own business as Combined Financial Services and I moved my...
b
Brenda
For many years now our financial adviser for both our personal affairs and our business matters has been Combined Financial Strategies.
Jonothan has our complete trust and respect, which he has...
t
Tim
I am a Bath resident and owner of a small business. I have been a client of CFS for several years, and have benefited from Jonathan McColgan’s advice. Initially CFS were appointed to provide a...
j
John
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...
r
Rob
I worked in Financial Services for 28 years and thought I knew how to spot a good Financial Adviser, but prior to meeting Jonothan made the mistake of accepting a personal recommendation to a well...
j
John
Since 1989 I have run my own businesses and in 2002 I sold my first company. I received a reasonable amount of capital for this and engaged an IFA’s to manage my investments.
Unfortunately over the...
Compliance
Your home may be repossessed if you do not keep up repayments on your mortgage.
Legal information
While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries.To check that an adviser is regulated, you can contact the relevant regulatory or professional body .
Access to and use of this online directory is subject to unbiased.co.uk website terms and conditions and privacy policy .