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Meet the Team

 
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  • Services
    • Free Initial Meeting with an Independent Financial Adviser
    • Pension Reviews
    • Pension Transfers
    • Inheritance Tax Planning
    • Estate Planning Services
      • Wills
      • Lasting Power of Attorney (LPAs)
      • Trusts
      • Executor, Attorney & Trustee Services
      • Probate Service & Consultancy
  • FAQs
    • How much does an IFA cost?
    • How to compare IFAs
  • Videos
    • FAQs
      • What charges do you pay for financial advice?
      • What Free advice do we provide?
      • How to check if a Financial Adviser is authorised
      • How to find a good Independent Financial Adviser (IFA) – 5 Top Tips
      • What do you get from an Ongoing Service agreement?
      • What are the first steps in a Pension review?
      • How do you know if we Treat Customers Fairly?
      • What qualifications do we hold?
      • How to avoid scams
    • Treating Customers Fairly
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Sarah Ellison

Paraplanner

Sarah joined the team in February 2026 as a Paraplanner.

She has over 25 years of experience of working in Wealth Management supporting Financial Advisers. She has previously worked for Bank of Scotland and St. James’s Place and her previous roles have included Client Support, Administration, Group Pension Account Management and Paraplanning.

Sarah Likes        Spicy Food

Sarah Dislikes    Snakes

Rachel Newby

Mhairi Flynn

Probate help

10.06.26

Probate help needed

The number of families needing probate help is on the rise with delays in grants of probate spiralling.

According to the Ministry of Justice own figures the number of cases wai...

Awards and Accreditations

Pension Transfer Gold Standard
Investment-Planner
Financial Vulnerability Taskforce
Uk Top Rated Adviser 2026
Uk Top Rated Adviser 2025
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

I found it very easy to do business with Christina, she talked to me as a friend and I would recommend her to others.

Mrs L

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

Mr & Mrs B

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

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First floor
Unit 8
Vantage Court
Riverside Business Park
Barrowford
BB9 6BP

01282 614 444 enquiries@ccfps.co.uk

4.8

Christina Clegg financial-advisor-ifa ratings on VouchedFor
Christina Clegg financial-advisor-ifa ratings on VouchedFor
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Christina Clegg Financial Planning Services is a trading style of Throgmorton Capital Management Limited authorised and regulated by the Financial Conduct Authority,
No 827982 and is registered in England under the company registration number 11557030.

Registered Address: South Cheadle Royal Business Park, Royal Crescent, Cheadle SK8 3FS

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