The Financial Vulnerability Taskforce (FVT) has been set up by the Personal Finance Society in order to promote better understanding of vulnerability and to establish good behaviour and good practice in relation to vulnerability in the personal finance sector.
This has been promoted through a new Charter which CCFPS has adopted to support the strategy.
We have updated our Vulnerable Persons Policy in line with the Charter which aims to support consumers in the following ways:
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.
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
31.10.26
October news from Christina Clegg your local financial adviser
October news from Christina Clegg your local financial adviser
The number of tax payers leaving the UK has risen to almost 70,000 last year. Up 30% on the year before. This is a worry for HMRC and your local financial adviser!
HSBC has announced that it is cutting 70% of its advisors (almost 300 staff). Despite having moved back into the financial advi...
Awards and Accreditations
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
Overall and excellent service from Adele – thank you!
Mrs W
Christina provides an extremely thorough, in depth service with clear and concise information given at every stage, highly recommended.