Videos
Associate Firm – Personal Finance Society – Explainer Video
The Benefit of Independent Financial Advice Explained
Why taking personalised financial advice is a good idea, both now and in the future.
Defined Benefit Pension Transfers
Our Pension Advisers at Christina Clegg Financial Planning Services look at the key considerations when thinking about a Defined benefit pension transfer.
Defined Benefit Pension Transfer Process Explained
A video by FCA aiming to help consumers better understand financial advice on transferring out of a defined benefit pension.
How a Financial Planner Can Help You
Video produced by the Personal Finance Society and ITV to explain how a Financial Planner can help you to achieve your financial goals.
Independent Financial Advice
Christina Clegg Financial Services explains the benefits of using an Independent Financial Adviser.
Pension Consolidation
Our Pension Advice Experts at Christina Clegg Financial Planning Services explain how to consolidate all you pensions into one place.
How to Optimise Returns on Your Pension Plan
Christina Clegg Financial Planning Services explains what to do to ensure that you are making the most of you pension plan.
CCFPS V6 Income Drawdown
Christina Clegg Financial Planning Services explains how Income Drawdown from your pension works.
How Cash Flow Modelling for Your Savings Works
Christina Clegg Financial Planning Services explains how Cash Flow Modelling can help you plan for the future.
The Importance of Asset Allocation and Diversification
Christina Clegg Financial Planning Services explain the importance of managing your asset portfolio.
Estate and Inheritance Tax Planning Explained
Christina Clegg IFA explains the benefits of estate planning and Inheritance Tax Planning.
CCFPS V25 IHT Frozen Allowances
What are Frozen Allowances? Christina Clegg Financial Planning Services explains inheritance tax allowances.
Pensions and Inheritance Tax
Inheritance tax and your pension explained - your property, pension, savings, investments and other assets.
Inheritance Tax Exemptions
Christina Clegg Financial Services highlights some key points about inheritance tax exemptions.
How to tackle Inheritance Tax liabilities
Christina Clegg Financial Planning Services explains what you can do to offset Inheritance Tax liabilities.
Inheritance Tax – Gifting rules
Christina Clegg Financial Planning Services explains how Gifting works within the Inheritance Tax rules
Life Assurance
Christina Clegg Financial Planning Services explains the benefits of life assurance and the different types of cover.
Awards and Accreditations
We’ve only been clients for a couple of months, but we both feel that we have made the right decision. After first meeting Adele she put our minds at rest.
Mr & Mrs P
I would like to thank you all for the advice financial advice given to myself regarding my pension, especially Adele.
Mr O
Very satisfied! A quick, friendly and professional service.
Mr P