Combined Financial Strategies Ltd 38 Gay Street, Bath BA1 2NT
About the Business
Combined Financial Strategies Ltd is a leading establishment in the finance industry, located in the heart of Bath, UK. At our institution, we strive to provide the highest quality financial services to our clients, using our years of expertise and knowledge to help them achieve their financial goals.
Our team of experienced financial advisors works closely with individuals, families, and businesses to understand their unique financial circumstances and create tailored strategies to meet their specific needs. We take pride in our commitment to providing personalized advice and guidance to help our clients achieve financial stability and success.
At Combined Financial Strategies Ltd, we offer a wide range of financial services, including investment management, retirement planning, tax planning, and more. Our team stays up-to-date with the latest financial trends and market developments to ensure that we are providing the most effective strategies and solutions for our clients.
Located on Gay St in Bath, our institution is a point of interest for anyone looking for expert financial guidance and advice. We welcome new clients from all walks of life, and our friendly and approachable team is ready to assist you with any financial needs that you may have.
Choose Combined Financial Strategies Ltd for personalized financial services and expert guidance that can help you reach your financial goals. Contact us today to learn more and schedule a consultation.
Photos
Hours open
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
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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