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Centurion Chartered Financial Planners

  1. Bath
  2. Bath And North East Somerset Finance

Reviews, get directions and contact details for Centurion Chartered Financial Planners

Centurion Chartered Financial Planners
"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."
Address: 25 Church Farm Business Park, Corston, Bath BA2 9AP, UK
Phone: 01225 308330
State: Bath and North East Somerset
City: Bath
Zip Code: BA2 9AP

opening times

Monday: 9:00 AM – 5:00 PM
Tuesday: 9:00 AM – 5:00 PM
Wednesday: 9:00 AM – 5:00 PM
Thursday: 9:00 AM – 5:00 PM
Friday: 9:00 AM – 5:00 PM
Saturday: Closed
Sunday: Closed

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Reviews
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 known national firm, and repented at my leisure as they say. So with Jonothan I got to know him well first, did my due diligence and the track record of delighted clients and national recognition e.g. Financial Adviser of the Year, Retirement & later Life Advice Specialist of the year to name but two backed all this research up. Even so, having got my fingers burnt, I was still very cautious and asked lots of questions. Jonothan was extremely patient, knowledgeable and structured in his whole approach. His communications were prefect through the whole transfer process which was complicated by Lloyds Pension Administrators being changed 'mid-transfer' and Jonothan dealt with the problems as they arose and together even got the new administrators to resolve a complaint when mistakes were made during the transfer process. I am confident that we now have a solid investment strategy and he is now advising my wife too on her pension investments. So I'd not only add my endorsement I would thoroughly recommend Jonothan to anyone looking for pension or pension transfer advice, especially those 55+ Lloyds / TSB Ex-employees that are trying to work out the pros / cons of leaving their pension where it is
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