Meet the Team

Jodie Stocker

Administrator

Jodie joined the team in February 2024 as an administrator.

Jodie is a qualified lifeguard, swimming instructor and first aider – good news for our older staff!!

Jodie Likes Swimming!

Jodie Dislikes Marmite

Molly-and-Betty-Clegg-Christina-Clegg-Financial-Planning-Services

Molly & Betty

Charlotte Smith

21.04.25

Retirement planning advice affected by many factors

Advisers understand only too well that retirement planning advice is affected by many factors. One of which is life expectancy.

Figures from the Office for National Statistics ...

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

Everything was explained in detail and all my questions answered giving me a better understanding of my circumstances.

Mr R

Friendly, approachable and reliable. Christina always keeps appointments, returns calls, and advises to your individual needs.

Ms F

The representative was very good and we were happy with the meeting.

Mr & Mrs B