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
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
The representative was very good and we were happy with the meeting.
Mr & Mrs B
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