Jonathan McCombe
BA (Hons) DipFA
I have spent almost 25 years working in financial services and I am confident this has given me the knowledge and expertise to help both personal and corporate clients feel confident with their financial plans and goals.
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
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.
