Meet the Team
Christina Clegg
Dip PFS EFA
Managing Director / Independent Financial Adviser
Christina Clegg has been a Financial Adviser for 25 years now. During that time Christina has helped 100’s of clients to plan successfully for their financial future.
Christina has a real insight into how Financial Advice is provided having worked in the past for some of the country’s biggest Banks and Building Societies and for the last 10 years has been working as an Independent Financial Adviser.
Christina is especially liked by her clients for her straightforward and uncomplicated approach to Financial Advice. Christina always gets to know her clients’ financial aspirations first, before making any recommendations, even if her recommendations are for clients to change nothing at all.
Christina has been rated as one of the Top 250 Financial Advisers in the country, for the last 8 years running, by Vouched For, based on her high levels of client satisfaction.
Christina provides advice on investments, pensions, protection and inheritance tax planning.
Christina Likes Lancashire Heelers, golf and Gin
Christina Dislikes Feet
Awards and Accreditations
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
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
We have been very happy with the service and everyone we have spoken to at the office has been very helpful.
Mrs P