Sophie has been with CCFPS since October 2016 and enrolled on a Financial Administration apprenticeship to help her to develop in July this year. Sophie explains her role as follows: “My Job role is Senior Administrator. As Senior Administrator it is my job to lead and work alongside the other Administrators in our team while […]
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The latest list of the Top 100 Financial Adviser firms has just been released and this year there are quite a few changes. This is due to changes in the way that the rankings are calculated, which is no longer based just on “sales” volumes, but now takes into consideration measures like the number of […]
On Monday 5th November, Christina and Phil had the opportunity to visit the Houses of Parliament with a private tour provided by local Pendle MP Andrew Stephenson. The tour coincided with MP’s voting for the new speaker of the house, Sir Lindsay Hoyle. This was a relatively rare event where the vote is made in […]
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 […]
According to a recent survey by AFH Wealth Management, only 7% of clients are loyal to their financial advisor. The survey also found that 95% of clients don’t think that switching advisors is a hassle and that 75% would switch away from financial advisers who didn’t offer value for money. AFH Wealth Management are a […]
A new survey by Octopus Investments shows that the financial advice market is under real threat as more and more advisers leave the market. According to their survey, 29% of advisers said they intended to leave the market in the next five years, a figure which rises to 58% over the next ten years – […]
Awards and Accreditations
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