Meet The Team

placeholder+image

Christina Clegg

Dip PFS EFA

Independent Financial Adviser

placeholder+image

Garth Ellison

FPFS

Chartered Independent Financial Adviser

placeholder+image

Phil Clegg

BA (Hons)

Marketing Manager

placeholder+image

Sue Evans

Office Manager

placeholder+image

Mhairi Flynn

Dip PFS BA (Hons)

Paraplanner

placeholder+image

Jodie Stocker

Administrator

placeholder+image

Molly & Betty

Security

24.06.25

Will the new bill bring pension help for savers?

Is more much needed pension help on its way with a new pension bill for savers? The government has recently set out its plans for a new pension schemes bill....

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

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

I will be recommending Adele to act for colleagues I work with, who will need the same advice as I have received in the future.

Mr M

Adele, what an easy, straightforward manner you have. It was so good of you to set aside time to look over my finances……you have been kind and concise and I feel a lot calmer. Thank you so very, very much.

Mrs B