The extra mile

The extra mile


Jonothan has an excellent appreciation of my needs, and regularly assesses the amount of risk I am prepared to take… Following my husband's death, he has been liaising with the solicitor re setting up a trust and is giving my sons advice on tax planning. He will go the extra mile to make things easier for me.

– MD, Shropshire

Combined Financial Strategies
2020-09-24T14:30:07+01:00

– MD, Shropshire

Jonothan has an excellent appreciation of my needs, and regularly assesses the amount of risk I am prepared to take… Following my husband's death, he has been liaising with the solicitor re setting up a trust and is giving my sons advice on tax planning. He will go the extra mile to make things easier for me.