Hello and welcome to Christina Clegg Financial Planning Services
As a firm of Independent Financial Advisers, we can assist you with advice on a wide range of subjects, including Pension Reviews and Transfers, Savings and Investments, Inheritance Tax and Estate Planning, Mortgages and Equity Release, and Protection.
All initial meetings to discuss your financial circumstances are FREE of charge, but before you contact us or anyone else, you’ll probably want to consider what is best for you. To help you decide, read our Help Topics, where we have covered many frequently asked questions, as well as showcasing various informative videos on topics such as IFAs, Pension Planning, Estate and Inheritance Tax Planning and much more.
Christina has been rated as one of the Top 200 IFAs in the UK, by the national website, Vouched For, for the last five year, which is based on the level of customer satisfaction scores given by Christina’s clients. If you wish to arrange a meeting, please do so by calling 01282 614 444.
We look forward to hearing from you.
Molly & Betty
Dip PFS EFA
Director / Independent Financial Adviser
Cert CII (MP)
IFA Support / Trainee Financial Adviser
Director / Risk & Compliance Officer
DipFA AwPETR CeMAP
Director/Independent Financial Adviser
What is an IFA?
Independent Financial Advisers are qualified advisers, who have access to all the products, available from all companies in the market…
FREE Initial Meeting
Our initial meeting will help us get to know one another as well as help us understand your financial needs…
FREE Pension Review
For peace of mind, take advantage of this FREE offer and let our Independent Financial Advisers review your existing pension arrangements…
What is robo-advice?
What is so called robo-advice? Quite simply it’s the provision of automated advice and investment services. The ability to input your information, answer a series of questions and b...
Awards and Accreditations
The quality of service from Adele and everyone at the company was excellent, in fact the service we received was better than that.
Mr & Mrs F
The service provided was both professional and extremely helpful, without Christina’s help we would have lost money and took a long time to obtain our pension funds.
Mr & Mrs W
Everything was explained in detail and all my questions answered giving me a better understanding of my circumstances.
I will be recommending Adele to act for colleagues I work with, who will need the same advice as I have received in the future.
We have always found Christina to be reliable and honest. We value her services because nothing is too much trouble and she is never too pushy.
Mr & Mrs P
Did not expect anything other than a professional service. Excellent.
On first meeting Christina in person she set my mind at rest and sorted everything I needed.
Adele has been professional and knowledgable, yet also personable and fun to spend a lot of time with! I wouldn’t hesitate to recommend her to friends and family.
The representative was very good and we were happy with the meeting.
Mr & Mrs B
Highly recommended to friends and relatives. Contacting Christina was the best thing we ever did. We wouldn’t be in the financial position that we are, without her.
Mr & Mrs L
Adele was very easy to like from the moment we met her. She always arrives on time, and she has changed our lives in as much as showing us how to enjoy our money more.
We’ve only been clients for a couple of months, but we both feel that we have made the right decision. After first meeting Adele she put our minds at rest.
Mr & Mrs P
Christina is a very approachable young woman and is always ready to answer any questions. I would not hesitate to recommend her to friends.
Friendly, approachable and reliable. Christina always keeps appointments, returns calls, and advises to your individual needs.
Christina is thorough and she explains matters in a clear manner. Time is always given for questions to be asked and I have never felt under pressure to buy any particular products.
I have a sense of trust towards the people and the company. Thank you.
Very satisfied! A quick, friendly and professional service.
Adele, what an easy, straightforward manner you have. It was so good of you to set aside time to look over my finances……you have been kind and concise and I feel a lot calmer. Thank you so very, very much.
Overall and excellent service from Adele – thank you!
I would like to thank you all for the advice financial advice given to myself regarding my pension, especially Adele.
I found it very easy to do business with Christina, she talked to me as a friend and I would recommend her to others.
We have been very happy with the service and everyone we have spoken to at the office has been very helpful.
Christina provides an extremely thorough, in depth service with clear and concise information given at every stage, highly recommended.
Adele was wonderful! She explained everything and made us feel at ease at all times. It was wonderful to deal with her.
Mr & Mrs C
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