Combined Financial Strategies Ltd - Bath

If you're looking for expert financial planning and investment services in the United Kingdom, Combined Financial Strategies Ltd stands out as a notable choice, especially for those based around Bath. Located at Address: 38 Gay St, Bath BA1 2NT, United Kingdom, this company not only offers in-person services but also caters to the modern need for convenience with online appointments. Their business can be reached directly at Phone: 1225471462.

For those interested in exploring their services further, Combined Financial Strategies Ltd has a professional website at cfsorg.com. This platform not only showcases their range of investment services but also provides an easy way to schedule a online appointment or learn more about their financial planning expertise. It's worth noting that while the services are offered both onsite and online, an appointment is required to ensure personalized attention to your financial needs.

In terms of facilities, Combined Financial Strategies Ltd offers a restroom for the convenience of their clients. This attention to detail reflects their commitment to providing a comfortable environment for their clients.

When it comes to feedback, the company has received some reviews on Google My Business, showcasing an impressive average opinion of 5/5. This high rating suggests that Combined Financial Strategies Ltd delivers on its promise of expert service and client satisfaction.

For individuals seeking guidance on their financial future, Combined Financial Strategies Ltd presents an excellent opportunity to consult with seasoned professionals. Their specialties in financial planning and investment services are backed by a commitment to excellent customer service, evident from the glowing reviews they've garnered.

If you're in the Bath area or looking to expand your financial knowledge and planning, it's highly recommended to take advantage of their services. You can easily do so by visiting their website at cfsorg.com to book an online appointment or gather more information about their offerings. Given the high satisfaction rate and the convenience they offer, reaching out to Combined Financial Strategies Ltd could be a pivotal step towards securing your financial future.

👍 Reviews of Combined Financial Strategies Ltd

Rob T.

5/5

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