Combined Financial Strategies
Combined Financial Strategies (CFS) is an independent financial advisory firm in the UK that provides advice on retirement planning, investments, tax efficiency, and legacy planning. The business is led by Jonothan McColgan, a chartered financial planner.
- Legacy planning
- Investment advice
- Retirement planning
- Protection services
- Tax efficiency strategies
Locations
Competitors
Ascot Lloyd is an independent financial advisory firm that focuses on comprehensive financial planning to help clients achieve their financial goals.
The Private Office is an award-winning team of independent, Chartered Financial Planning experts dedicated to protecting and growing your wealth.
Company Details
Combined Financial Strategies is operated by Combined Financial Strategies Limited and is a Active company incorporated on 11 February 2008 with the registered office located in Bath, Somerset. Combined Financial Strategies Limited was registered 17 years ago.
Status
Active
Size
Micro
Directors
2
Age
17 years old
Employees
1
Turnover
Unreported
Total Assets
£40.72K
Cash in Bank
Unreported
Total Liabilities
-£23.47K