Services

We offer the following services:

Pension Reviews

The FREE Pension Review service is designed to provide you with information about your current pension arrangements, to help you to ...

Pension Transfers

Is a pension transfer right for you? The pension rules provide flexibility and we offer a

Inheritance Tax Planning

Do you need advice on Inheritance Tax Planning. If you do call the office on 01282 614444 or

Estate-Planning-Services

Estate Planning Services

In addition to providing Independent Financial Advice, we also provide wider Estate Planning services to clients.

Free Initial Meeting with an Independent Financial Adviser

We always offer a FREE 1 hour initial meeting At that initial meeting we will explain what an Independent Financia...

Local Financial Adviser

31.10.26

October news from Christina Clegg your local financial adviser

October news from Christina Clegg your local financial adviser The number of tax payers leaving the UK has risen to almost 70,000 last year. Up 30% on the year before. This is a worry for HMRC and your local financial adviser! HSBC has announced that it is cutting 70% of its advisors (almost 300 staff). Despite having moved back into the financial advi...

Awards and Accreditations

Pension Transfer Gold Standard

Investment-Planner

Financial Vulnerability Taskforce

Uk Top Rated Adviser 2026

Uk Top Rated Adviser 2025

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

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 wonderful! She explained everything and made us feel at ease at all times. It was wonderful to deal with her.

Mr & Mrs C

The representative was very good and we were happy with the meeting.

Mr & Mrs B