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 12 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 was featured in Money Marketing back in 2018 because of her experience and expertise in pension transfers.
Christina Likes Lancashire Heelers, golf and Gin
Christina Dislikes Feet
17.10.26
Most savers could do with a money advisor
According to Quilter without the benefit of a money advisor, over £300 billion in cash savings are sat in bank accounts that pay no interest at all. But why? That main reason seems to be a lack of interest (literally!). Almost 40% of people say that they don’t talk to anyone about their finances, let alone a professional money advisor. 27% said tha...
Awards and Accreditations
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
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.
Mrs W
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