Meet The Team

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Christina Clegg

Dip PFS EFA

Managing Director / Independent Financial Adviser

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Garth Ellison

FPFS

Chartered Independent Financial Adviser

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Phil Clegg

BA (Hons)

Director / Risk & Compliance Officer

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Sue Evans

Office Manager

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Mhairi Flynn

Dip PFS BA (Hons)

Paraplanner

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Jodie Stocker

Administrator

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Molly & Betty

Security

31.05.25

May news from your local pension adviser

May news from your local pension adviser

It’s been reported that the chancellor is considering making it a legal requirement for pension funds to invest at least ...

Awards and Accreditations

Pension Transfer Gold Standard

Investment-Planner

Financial Vulnerability Taskforce

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

I found it very easy to do business with Christina, she talked to me as a friend and I would recommend her to others.

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