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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Charlotte Smith

Administrator

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Jodie Stocker

Administrator

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Molly & Betty

Security

12.05.25

Private pension advice adverts in the spotlight

We’ve often reported on private pension advice adverts being pulled up by either the Financial Conduct Authority (FCA) or the Advertising Standards Authority (ASA) for failing to p...

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

Mr & Mrs C

We’ve only been clients for a couple of months, but we both feel that we have made the right decision. After first meeting Adele she put our minds at rest.

Mr & Mrs P

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