Meet The Team

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Christina Clegg

Dip PFS EFA

Independent Financial Adviser

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Garth Ellison

FPFS

Chartered Independent Financial Adviser

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Phil Clegg

BA (Hons)

Marketing Manager

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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

16.06.25

Independent Financial Advisers most trusted

According to Retirement Review Independent Financial Advisers were the most trusted when it comes to financial advice.

The survey found that:

88% of people trusted...

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

The representative was very good and we were happy with the meeting.

Mr & Mrs B

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

Mr O

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