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.
We have been rated as one of the Top 200 IFAs in the UK, by the national website, Vouched For, for the last 7 years, based on the level of customer satisfaction scores given by our clients. We’ve been given over 150 5 star reviews by our clients who value us for our straight forward no nonsense advice.
If you’d like to arrange a meeting, or just have an initial chat, please call us on 01282 614 444.
We look forward to hearing from you.
Dip PFS EFA
Director / Independent Financial Adviser
Molly & Betty
Director / Risk & Compliance Officer
DipFA AwPETR CeMAP
Director/Independent Financial Adviser
Dip PFS, EFA, Cert CII (MP)
IFA Support / Trainee 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…
On first meeting Christina in person she set my mind at rest and sorted everything I needed.
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
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.
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
We have been very happy with the service and everyone we have spoken to at the office has been very helpful.
Everything was explained in detail and all my questions answered giving me a better understanding of my circumstances.
Christina is a very approachable young woman and is always ready to answer any questions. I would not hesitate to recommend her to friends.
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
I found it very easy to do business with Christina, she talked to me as a friend and I would recommend her to others.
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.
Overall and excellent service from Adele – thank you!
Very satisfied! A quick, friendly and professional service.
Friendly, approachable and reliable. Christina always keeps appointments, returns calls, and advises to your individual needs.
Christina provides an extremely thorough, in depth service with clear and concise information given at every stage, highly recommended.
Did not expect anything other than a professional service. Excellent.
I would like to thank you all for the advice financial advice given to myself regarding my pension, especially Adele.
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.
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
I have a sense of trust towards the people and the company. Thank you.
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
The representative was very good and we were happy with the meeting.
Mr & Mrs B
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
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.
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