Leah talks about her financial services apprenticeship

We recently asked Leah to explain why she chose a financial services apprenticeship, here’s what she said……  “I never really knew what I wanted to pursue a career in, before I left school in July 2018, so I attended many different local open evenings for apprenticeship roles; which is exactly where I found this exciting […]

Read More… from Leah talks about her financial services apprenticeship

Personal Finance Society Conference 2019

Christina and Adele were in Birmingham this week attending the Personal Finance Society annual conference. This year’s theme was safeguarding clients and business. This annual event is always a good opportunity to catch up on the latest industry topics and to meet with product providers and other financial advisers to share ideas. With a busy […]

Read More… from Personal Finance Society Conference 2019

What’s the latest view from the pension transfer market?

The view from the Financial Conduct Authority (FCA) has always been that for the majority of people transferring out of their Defined Benefit (or Final Salary) pension scheme, would not be suitable. In fact, to back this up, the FCA has recently written to a number of specialists Defined Benefit (DB) firms (including CCFPS) for […]

Read More… from What’s the latest view from the pension transfer market?

Christina and Adele go "back to school"

Both Christina and Adele were back in school yesterday supporting the Personal Finance Society’s (PFS) initiative to promote better financial education in schools and colleges. This follows on from the last course that they ran in May this year at Nelson & Colne College. This time Christina and Adele were presenting the PFS’s “My Personal […]

Read More… from Christina and Adele go "back to school"

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

I found it very easy to do business with Christina, she talked to me as a friend and I would recommend her to others.

Mrs L

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