Auto enrolment pension advice changes announced

The pensions minister Laura Trott has announced that the government will be making significant changes to the national auto enrolment pension advice scheme. These changes will be implemented via a private Members Bill in Parliament. The Bill will see two important changes: A lowering of the auto enrolment pension advice age to 18 from its […]

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Big firms don’t offer Independent Financial Advice.

According to Autus only 11% of financial advice firms provide holistic independent financial advice. Autus looked at the Financial Conduct Authority (FCA) directory of authorisations on its website. Specifically, they looked at firms who have permission to advise on investments, pensions, protection and mortgages to determine which offered holistic advice. We are one of those […]

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Major survey into financial planning advice requirements

Standard Life has released details of a wide-ranging financial planning advice survey of over 6,000 people between September and October last year. The survey looked at how people feel about their finances and what they are looking for. These surveys are interesting for financial adviser firms like ours because they allow us get an insight […]

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February 2023 news from the best financial advisors at CCFPS

Your best financial advisors at Christina Clegg bring you a roundup of the financial news from February 2023: The government confirmed that auto enrolment pension bands would remain the same as last year. That means the trigger will still come into force at £10,000. New Pensions Minister Laura Trott announced a consultation to review private […]

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FCA helps customers to find a financial adviser

Figures released by the FCA show that they cracked down on over 1,800 adverts and promotions by unregulated firms in order to help customers find a financial adviser who was authorised. Fourteen times more than 2021. In addition, they cracked down on over 8,000 other financial advertisements in 2022. Up 30% on the year before. […]

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Investment Planner review latest Dog Funds list

Twice a year Bestinvest, investment planner review business release details of what are known as “dog funds” and the latest details have just been released (10th February). Sadly, the UK is home to over 70% of the worst funds. The value of “dog funds” has also increased from £10 billion at the last count to […]

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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

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

Ms F

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 was very easy to like from the moment we met her. She always arrives on time, and she has changed our lives in as much as showing us how to enjoy our money more.

Mrs W