Financial Vulnerability Taskforce Charter

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:

 

 

 

 

FVT 3

 

 

 

 

 

FVT 4

FVT 5

FVT 6

FVT 7

FVT 8

FVT 2

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

Local Pension Advisors
30.06.26

June news from your local pension advisors at CCFPS.

Here’s the latest financial news from your local pension advisors at Christina Clegg Financial Planning Services. The real cost to people of frozen tax allowance bands has been revealed. Since 2021 6.1 million more people are now paying tax. Including an additional 2.65 million higher rate tax payers and 700,000 additional tax rate payers. 29% of all ta...

Awards and Accreditations

Pension Transfer Gold Standard
Investment-Planner
Financial Vulnerability Taskforce
Uk Top Rated Adviser 2026
Uk Top Rated Adviser 2025
VF 23
Vouched For 2022
Vouched For 2021
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Adele, what an easy, straightforward manner you have. It was so good of you to set aside time to look over my finances……you have been kind and concise and I feel a lot calmer. Thank you so very, very much.

Mrs B

We have been very happy with the service and everyone we have spoken to at the office has been very helpful.

Mrs P

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