Meet The Team

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Christina Clegg

Dip PFS EFA

Managing Director / Independent Financial Adviser

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Adele Cowgill

DipFA CeMAP CeRER CeLTCI AwPETR CertLTCP Adv DipFA Chartered ALIBF

Director/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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Charlotte Smith

Administrator

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Jodie Stocker

Administrator

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Molly & Betty

Security

01.10.24

Few complaints about independent pension advice

It seems that there are relatively few complaints about independent pension advice.

The Financial Ombudsman Service (FOS) regularly provides figures on the number of complaints...

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

Highly recommended to friends and relatives. Contacting Christina was the best thing we ever did. We wouldn’t be in the financial position that we are, without her.

Mr & Mrs L

Adele was wonderful! She explained everything and made us feel at ease at all times. It was wonderful to deal with her.

Mr & Mrs C

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