Congratulations Mhairi and Mark

Christina Clegg Financial Planning Services
Christina Clegg Financial Planning Services

Article by Christina

Massive congratulations to Mhairi Flynn and Mark Phillips who have both been awarded their CII Level 4 Diplomas in Regulated Financial Planning by the Chartered Insurance Institute.

The diplomas are awarded for completing six separate financial planning modules which include:

  • Financial services, regulation and ethics
  • Investment principles and risk
  • Personal taxation
  • Pensions and retirement planning
  • Financial protection
  • Financial planning practice

Both have been working on the qualifications for almost two years now and deserve every credit for passing all the examinations.

Well done.

Christina Clegg Financial Planning Services

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Why taking personalised financial advice is a good idea, both now and in the future.

If you have any questions about Financial Planning please feel free to give us a call on 01282 614444 or drop us an e mail to enquiries@ccfps.co.uk

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

I would like to thank you all for the advice financial advice given to myself regarding my pension, especially Adele.

Mr O

Adele was wonderful! She explained everything and made us feel at ease at all times. It was wonderful to deal with her.

Mr & Mrs C

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