Meet The Team

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Christina Clegg

Dip PFS EFA

Independent Financial Adviser

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Garth Ellison

FPFS

Chartered Independent Financial Adviser

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Phil Clegg

BA (Hons)

Marketing Manager

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Sue Evans

Office Manager

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Mhairi Flynn

Dip PFS BA (Hons)

Paraplanner

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Jodie Stocker

Administrator

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Molly & Betty

Security

24.06.25

Will the new bill bring pension help for savers?

Is more much needed pension help on its way with a new pension bill for savers? The government has recently set out its plans for a new pension schemes bill....

Awards and Accreditations

Pension Transfer Gold Standard

Investment-Planner

Financial Vulnerability Taskforce

VF 23

Vouched For 2022

Vouched For 2021

Vouched For 2020

Vouched For 2019

Vouched For 2018

Vouched For 2017

Vouched For 2016

Vouched For 2015

Vouched For 2014

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.

Mrs L

Everything was explained in detail and all my questions answered giving me a better understanding of my circumstances.

Mr R