Like millions of others in their late 30s and 40s Steven Katzir Bullock has to juggle his own finances with saving for his children’s future and supporting his family now. A higher-rate taxpayer aged 38, he wants to pay off three mortgages – one on his home and two further mortgages on two buy-to-let properties […]
This Website is intended for use by UK Residents only.
The Financial Conduct Authority does not regulate cash flow planning, tax or estate planning.
Investments and Pensions are long term investments. The value of units can fall as well as rise, and you may not get back all of your original investment. This means that your eventual income will depend on the size of the fund at retirement, future interest rates and the impact of tax legislation.
Most Protection plans have no cash in value at any time and will cease at the end of the term. If premiums are not maintained, then cover will lapse.
Combined Financial Strategies Ltd is an appointed representative of The Whitechurch Network Limited which is authorised and regulated by the Financial Conduct Authority. Registered in England & Wales.
Registration number: 6499382.
Registered office address: Suite 155, 3 Edgar Buildings, George Street, Bath BA1 2FJ England.
Approved by In Partnership FRN 190859 March 2025
Website design and development by DRP Marketing.