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Jonathan McCombe

BA (Hons) DipFA

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.

About

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.

Testimonials

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Steve has been looking after my financial needs for 15 years and I can truly say that his service and support have been beyond even my expectations. He has proved himself to be astute, dependable and trustworthy.
Lenore Blean |Retired Optometrist, Moira

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

KMC Wealth Management is a trading name of KMC Wealth Management Ltd. KMC Wealth Management Ltd is registered in England and Wales, Number NI649309. Registered Office: 11 Limavady Road, Londonderry, Northern Ireland, BT47 6JU.