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
01.10.26
September news from Christina Clegg pension financial advisor
September news from Christina Clegg pension financial advisor
4 million people have withdrawn money from their pensions early since flexibility was introduced in 2015. This doesn’t include money taken from the tax-free pension lump sum. 2.4 million of those people were under retirement age.
A record 580,000 people paid Capital Gains Tax (CGT) last ye...
Awards and Accreditations
Christina is thorough and she explains matters in a clear manner. Time is always given for questions to be asked and I have never felt under pressure to buy any particular products.
Mrs D
We have been very happy with the service and everyone we have spoken to at the office has been very helpful.
Mrs P
Adele was wonderful! She explained everything and made us feel at ease at all times. It was wonderful to deal with her.