We are complaining on your behalf.

One of the immediate effects of the first lockdown last year was a near collapse in the customer service provided by most Providers. By Providers we mean the investment companies who hold and manage pension and investments on behalf of clients, all of whom are major organisations. Initially it seemed understandable. Who could have predicted […]

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Christina’s silver anniversary!

15th April 1996 is the date on the Chartered Insurance Institutes Financial Planning Certificate. That’s 25 years ago this week when the Certificate was awarded to Christina after three months intensive training at the National and Provincial Building Society on Parker Lane in Burnley. The rest is history as they say and if you’re interested […]

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PFS launches new financial health check

The Personal Finance Society (PFS) has just (31/3/21) launched as new free personal finance health check tool as part of its new Your Money initiative in its My Personal Finance Skills website. The new website includes several helpful tools including: Health Check Tool Savings Calculator Understanding finance videos Planning your finances tool Fact sheets on […]

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What happened with the British Steel Pension scheme?

You may be thinking what problem? Not everyone keeps a close eye on the financial news, but there has been an issue with the British Steel pension scheme going back to 2016 when it first emerged that that the £14bn scheme, which had 122,000 members across the UK, was in trouble. Scheme Members were advised […]

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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

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

Mr T

Everything was explained in detail and all my questions answered giving me a better understanding of my circumstances.

Mr R

The service provided was both professional and extremely helpful, without Christina’s help we would have lost money and took a long time to obtain our pension funds.

Mr & Mrs W