Meet the Team
Phil Clegg
BA (Hons)
Marketing Manager
Phil previously worked in financial services with Bank of Scotland for 15 years in various roles.
For the last 10 years Phil has been running his own Consultancy Business providing business management services to firms of solicitors all over the country.
Phil supports the business on marketing matters including the website.
Phil Likes Golf, golf and golf.
Phil Dislikes People who get upset about Twitter (I just don’t understand it!)
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
Did not expect anything other than a professional service. Excellent.
Mrs L
I have a sense of trust towards the people and the company. Thank you.
Mrs F
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