Assets Under Management
The total value of Assets Under Advice with Christina Clegg Financial Planning Services limited, at the end of June was just over £103 million.
This is the current value of our client’s funds which we manage. We do not hold these funds ourselves of course, they are invested across a broad range of major UK Financial Services companies, according to our client’s individual investment requirements. Their funds are also protected under the Financial Services Compensation Scheme.
As part of our Ongoing Service proposition, we regularly review our client’s requirements, their attitude to risk and the performance of their investments to ensure they achieve their goals. Our clients can also access information about their investments at any time, through our online Personal Finance Portal.
For more information, or if you have any questions, please do not hesitate to contact Christina at Christina Clegg Financial Planning Services Limited.
Awards and Accreditations
The representative was very good and we were happy with the meeting.
Mr & Mrs B
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
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