Adele appointed as a director

Article by Christina

Christina Clegg Financial Planning Services (CCFPS) are delighted to announce that Adele Cowgill has been appointed as a director.

Adele has been working with us for almost three years and brings a wealth of experience to the business, having worked in financial services for almost 30 years.

Adele is a fully qualified financial adviser and holds specialist qualifications in long term care planning, pension transfers, mortgages and equity release. She is also currently studying to achieve chartered status as a financial adviser. Adele’s appointment will help Christina to share the responsibilities of managing a growing advisory practice whilst maintaining the highest levels of client service. Her appointment is a further sign of the company’s commitment to growth and development.

Adele said “ I’m absolutely thrilled to have been asked by Christina to become a director of the business. I have thoroughly enjoyed working with Christina and the team over the last three years and have felt right at home from day one, with the total focus Christina has on placing her clients interests at the heart of the business. I’m looking forward taking on board the extra responsibilities and hope I can help the business to continue to develop and grow.”

CCFPS now has three directors Christina Clegg – Adviser and Managing Director, Adele Cowgill – Adviser and Phil Clegg – responsible for compliance, marketing and business management.

Supported by Josh Brooks – IFA Support and trainee Financial Adviser, Sophie Lund – Senior Administrator, Sue Hoole – Administrator and Leah Makin – Apprentice Administrator.

The Benefit of Independent Financial Advice Explained

Why taking personalised financial advice is a good idea, both now and in the future.

If you have any questions about Financial Planning please feel free to give us a call on 01282 614444 or drop us an e mail to enquiries@ccfps.co.uk

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

We have always found Christina to be reliable and honest. We value her services because nothing is too much trouble and she is never too pushy.

Mr & Mrs P

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

I have a sense of trust towards the people and the company. Thank you.

Mrs F