Corporate financial planning

Looking to save tax?
Setting up pensions or protection schemes?
Starting a business or planning an exit strategy?
We can combine plans to achieve your business goals.

Personal financial planning

Buying your first house?
Starting a family?
Considering retirement?
Want to leave a legacy?
We can combine plans for every stage of your life.

Professional financial planning

Recently qualified and paying off university fees?
Buying into a practice?
Establishing a partnership?
We can combine plans depending on your profession and career stage.

Trust financial planning

Looking for safe returns?
Struggling to keep track of all investments?
Worried about compliance?
We help you manage your financial, ethical and legal Trustee responsibilities.

Make the most of life and business

In life and business, knowing where you want to go is vital - it's the key to successful financial planning. Combined Financial Strategies (CFS) will help you identify your goals, prioritise them through sound advice, and align your financial strategies to realise them.

Everyone is different with very individual needs. We cannot provide a definitive list of financial strategies on this website but we can offer many ideas. And whatever your circumstances, we'd like to help you make the most of your finances through sound, independent advice.

Retirement Later Life Advice Specialist winner 2016
Growth Investor Awards runner up 2018 Growth Investor Awards runner up 2017
Growth Investor Awards winner 2016 Growth Investor Awards winner 2015