Skip to content
01282 614 444
Online Access
Home
About
Why Choose Us
Meet The Team
History
Our VouchedFor Rating
Testimonials
Our Financial Advice Fees
Associate Firm
Careers
Financial Information
Pensions
Pension Rules
Your Options at Retirement
Defined Benefit (Final Salary) Pensions – FCA Video
Final Salary Pensions – educational videos
Savings & Investments
Investing & Risk
Investment Assets
Investment Options
Protection
Business Protection
Income Protection
Life Cover
Services
Free Initial Meeting with an Independent Financial Adviser
Pension Reviews
Pension Transfers
Inheritance Tax Planning
Estate Planning Services
Wills
Lasting Power of Attorney (LPAs)
Trusts
Executor, Attorney & Trustee Services
Probate Service & Consultancy
Videos
FAQ’s
What is an IFA?
How much does an IFA cost?
How to compare IFAs
How to find a good Independent Financial Adviser (IFA) – 5 Top Tips
How to check if a Financial Adviser is authorised
What Free advice do we provide?
What qualifications do we hold?
How do you know if we Treat Customers Fairly?
What do you get from an Ongoing Service agreement?
What are the first steps in a Pension review?
How to avoid scams
What is the Pension Protection Fund
What is a SIPP?
Policies
Online Access to your Investments
Treating Customers Fairly
Complaints Procedure
Financial Vulnerability Taskforce Charter
Helpful Links
Privacy Policy
Code of Ethics
Corporate & Social Responsibility Policy
Equality & Diversity Policy
News
Contact
Home
About
Meet The Team
History
Testimonials
Financial Information
More Financial Information
Pensions
Savings & Investments
Protection
Services
Free Initial Meeting with an Independent Financial Adviser
Services
Pension Reviews
Pension Transfers
Inheritance Tax Planning
Estate Planning Services
Estate Planning Services
Videos
What is an IFA?
FAQ’s
How much does an IFA cost?
How to compare IFAs
Policies
Treating Customers Fairly
Online Access to your Investments
Privacy Policy
Code of Ethics
Corporate & Social Responsibility Policy
Equality & Diversity Policy
News
Contact
Archives
All Articles
Estate Planning Advice
Independent Financial advice
Inheritance Tax Advice
Investment Advice
Pension advice
Retirement Advice
Wealth Management Adviser
Wealth Management News
April 24 news from your local Independent Financial Adviser
01.05.24
Is pension advice being taken?
25.04.24
More social media financial planning warnings.
20.04.24
Good news for Inheritance Tax Planning
14.04.24
March 24 news from Christina Clegg your local Pension Adviser
06.04.24
We are Top Rated – Vouched for – Female Financial Adviser – once again!
31.03.24
«
1
…
16
17
18
19
20
…
87
»
Awards and Accreditations
I would like to thank you all for the advice financial advice given to myself regarding my pension, especially Adele.
Mr O
On first meeting Christina in person she set my mind at rest and sorted everything I needed.
Mr T
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