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!)
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
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
I would like to thank you all for the advice financial advice given to myself regarding my pension, especially Adele.
Mr O
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