Meet the Team
Christina Clegg
Dip PFS EFA
Independent Financial Adviser
Christina Clegg has been a Financial Adviser for 25 years now. During that time Christina has helped 100’s of clients to plan successfully for their financial future.
Christina has a real insight into how Financial Advice is provided having worked in the past for some of the country’s biggest Banks and Building Societies and for the last 10 years has been working as an Independent Financial Adviser.
Christina is especially liked by her clients for her straightforward and uncomplicated approach to Financial Advice. Christina always gets to know her clients’ financial aspirations first, before making any recommendations, even if her recommendations are for clients to change nothing at all.
Christina has been rated as one of the Top Financial Advisers in the country, for the last 11 years running, by Vouched For, based on her high levels of client satisfaction.
Christina provides advice on investments, pensions, protection and inheritance tax planning.
Christina Likes Lancashire Heelers, golf and Gin
Christina Dislikes Feet
22.07.26
Online financial advice scams back in the spotlight.
I’m not sure that online financial scams have ever been out of the spotlight. We’ve been reporting on and warning clients for years about being scam safe. We even set up an FAQ’s page setting out what to look for over six years ago. Everything we highlighted back then is still valid today. Even more so as the cost of scams continues to soar. Warnings a...
Awards and Accreditations
Friendly, approachable and reliable. Christina always keeps appointments, returns calls, and advises to your individual needs.
Ms F
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.
Mrs D
Did not expect anything other than a professional service. Excellent.
Mrs L