BA (Hons) DipFA Email, 028 7127 3030
With over a 15 years’ experience of working within financial services, Jonathan McCombe has the knowledge and experience that you need to be confident that your business is in safe hands.
After graduating from Portobello College in Dublin with a BA Hons in Accounting and Finance, Jonathan decided to diversify into financial services because he wanted to help others make the most of their money and realise their financial goals.
Jonathan has focused on developing specialist knowledge and is now fully qualified as an estate planning Partner. Jonathan’s expertise covers the broad spectrum of financial planning to include:
- Protection Planning;
- Investment Planning;
- Inheritance Tax planning;
- Retirement Planning;
- Strategies for corporate clients.
At the heart of the service offered by KMC Wealth Management is Jonathan’s belief in developing lifelong relationships with clients - Helping them to secure the financial futures of themselves and their families through the breadth of wealth management and financial planning services that KMC Wealth Management offers.