CCFPS – sponsorship for Pendle Forrest

Here at Christina Clegg Financial Planning Services, we’re delighted to announce our CCFPS sponsorship of the Pendle Forrest Hawks under 13’s football team. The two year arrangement involves us providing the team with their green home kit and their black away kit.   The team is based at the Pendle Forrest Sports Club in Fence […]

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Pension Advisors review the future of pensions

Future pensioners will have to look after their finances better. That’s according to the latest report into the state of UK pensions by the Pension Policy Institute (PPI), which Pension Advisors review. The key reason for the change is the migration of pensions from the old style Defined Benefit Pension Schemes (Final Salary) across to […]

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Disclose cryptocurrency in a divorce Financial Consultants warn.

Divorce Financial Consultants and Law firms are increasingly coming across issues with disclosure about cryptocurrency holdings. As we’ve looked at before cryptocurrencies are being treated as property under UK law and attract capital gains tax. This means that cryptocurrency assets and holdings should be disclosed. However, currently the financial statement disclosure in Form E does […]

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Can Certified Financial Planners help with disabilities?

Peter Hamilton of Zurich published an interesting article recently in FT Adviser (5/9/22) looking at the way the financial services market and Certified Financial Planners accommodate and service the disability market. Especially in terms of general insurance products. This is wide market covering a wide range of physical and mental disabilities, some easily recognised, but […]

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One of the benefits of Private Pension advice

According to the latest survey from LV, one of the benefits of private pension advice is that over one third of people are able to gift money to their families on retirement. The average across all those retiring was just over £8,000, but gifts to grandchildren were £15,000 on average. Mostly to help cover day […]

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Unregulated money advisor services concerns.

The FCA has expressed concerns about unregulated money advisor services. Particularly those offering “buy now pay later” (BNPL) credit. The rapid increase in the number of these money advisor services schemes has grown across all aspects of the retail sector. Lenders like Klarna, Zilch, Revolut, Dekopay and of course PayPal are becoming household names. BNPL […]

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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

Highly recommended to friends and relatives. Contacting Christina was the best thing we ever did. We wouldn’t be in the financial position that we are, without her.

Mr & Mrs L

The quality of service from Adele and everyone at the company was excellent, in fact the service we received was better than that.

Mr & Mrs F

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