Jonothan is an Award Winning Independent and Chartered Financial Planner specialising in investment, retirement, and inheritance tax planning.
Bath
Joined April 2014
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I am delighted to announce that we start our New Year with a fantastic new website: cfsorg.com.
Please let me know what you think.
And Happy New Year everyone. – at Bath, England
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I am delighted to announce that we start our New Year with a fantastic new website: cfsorg.com.
Please let me know what you think.
And Happy New Year everyone. – at Bath, England
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It seems that for Christmas, Santa brought us a fantastic new website: cfsorg.com.
Please let me know what you think.
And Merry Christmas everyone. – at Bath, England
Struggling to cope with the ups and downs of your investments? Find out how I am helping clients in these tricky times. thisismoney.co.uk/money/inve…
What an honour to be a former winner and four time runner up #financialadviseroftheyear @GIAwards 2019 lnkd.in/gr3VwpQ
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What a great night and privilege to be a former winner and four time runner up #financialadviseroftheyear @GIAwards 2019
2015 → runner-up
2016 → winner
2017 → runner-up
2018 → runner-up
And, this year we are thrilled to annouce @JonothanCFS, Combined Financial Strategies as our Runner Up in the Financial Adviser of the Year category for a 4th year! 👏 #GIAwards19
Presented by @MarkEISADG
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9 weeks until the big night. Looking forward to it. lnkd.in/gM5ZCxP
Exciting news, I am a finalist for #FinancialAdviseroftheYear at the #GIAwards19 for the 5th year in a row. It's a real honour and hopefully I might get to climb the winners podium again.
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Jonothan McColgan retweeted
Christopher Feeney - Advanta Wealth Ltd, Ed Holder @holder_combes, Stephen Jones @ClearSolWealth, Robert Lewis @Celtic_FP, @JonothanCFS Combined Financial Strategies, Toby Owen-Browne @finuraplanning, Adrian Murphy @MurphyWealth, David Stamp - Independent Financial Solutions
Jonothan McColgan retweeted
Good luck everyone for the #GIAwards19. Here's hoping to be a finalist in the Financial Adviser of the Year category for an unprecedented 5th year in a row. Hopefully see you on the big night. @GuyTolhurst
Jonothan McColgan retweeted
Well done to @JonothanCFS at Combined Financial Strategies - our Runner Up in the Financial Adviser of the Year category! #GIAwards18 |Sponsored by @LightTowerP
What a fantastic night and what a privilege to be runner up financial adviser of the year #GIAwards18
Well done to @JonothanCFS at Combined Financial Strategies - our Runner Up in the Financial Adviser of the Year category! #GIAwards18 |Sponsored by @LightTowerP
This time tomorrow we should know the result. Really looking forward to the Growth Investor Awards and hoping to win Financial Adviser of the Year. Good luck to all the other finalists and looking forward to seeing you all. #award lnkd.in/gACd394
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Really looking forward to a great night and keeping my fingers crossed to win Financial Adviser of the year. Good luck everyone.
Good luck to all the shortlisted for the Financial Adviser of the Year award!@holder_combes' Ed Holder, @jcl_info's Ian Smyth, Combined Financial Strategies' @JonothanCFS, @CarringtonViews' @mike27hodges, @ClearSolWealth's Stephen Jones & @springfieldfs @VanessaTownsh #GIAwards18
Jonothan McColgan retweeted
Congratulations to the 2016 winner of the Financial Adviser of the Year @JonothanCFS from Combined Financial Strategies on making this year's shortlist 🏆🎉 👏👏 #GIA2018
Delighted to be a finalist for 4th year in a row. Really hope to repeat 2016. Good luck to everyone and look forward to seeing you all on the big night.
Congratulations to the 2016 winner of the Financial Adviser of the Year @JonothanCFS from Combined Financial Strategies on making this year's shortlist 🏆🎉 👏👏 #GIA2018
Jonothan McColgan retweeted
CORRECTION: The previous tweet should've read @JonothanCFS of Combined Financial Strategies. We're very sorry for the mistake and once again - good luck to all the finalists!
Jonothan McColgan retweeted
Congratulations to all the shortlisted for the Financial Adviser of the Year award! @holder_combes' Ed Holder, @jcl_info's Ian Smyth, Combined Financial Solutions' @JonothanCFS, @CarringtonViews' @mike27hodges, @ClearSolWealth's Stephen Jones & @springfieldfs @VanessaTownsh
Jonothan McColgan retweeted
.@JonothanCFS of Combined Financial Strategies told us that EIS has “returned to its initial purpose of a tax reward for high-risk investment”. See our #Budget2017 response for this and more: intelligent-partnership.com/…