Adele is now a Chartered Financial adviser

We are delighted to announce that Adele is now a Chartered Financial adviser having passed the final exam of here advanced diploma. Adele is now officially: Miss AL Cowgill CeMAP DipFA CeRER CeLTCI AwPETR CertLTCP Adv DipFA Chartered ALIBF   Adele explains her journey…. “I originally started my exams with LIBF (originally Association of Chartered […]

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What is robo-advice?

What is so called robo-advice? Quite simply it’s the provision of automated advice and investment services. The ability to input your information, answer a series of questions and be provided with both advice and investment solutions which is suitable to your circumstances. The idea is that an automated solution is a lot cheaper than a […]

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Steelworkers pension scheme

The Financial Conduct Authority (FCA) recently ran a seminar in South Wales to try to help steelworkers to understand whether the advice to transfer they received was provided properly. However, the seminar doesn’t seem to have helped according to some steelworkers who attended and described it as “a bit confusing” and “not clear cut”. It […]

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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

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

Adele has been professional and knowledgable, yet also personable and fun to spend a lot of time with! I wouldn’t hesitate to recommend her to friends and family.

Mrs C

On first meeting Christina in person she set my mind at rest and sorted everything I needed.

Mr T