News

 

Latest Financial Planning news, industry developments and celebrations – read all about what’s happening at Christina Clegg Financial Planning Services.

Financial Planning Advice

25.11.23

Twitter to take over financial planning advice

Twitter to take over financial planning advice

In a not unexpected development, Elon Musk has announced that his X social media platform (formerly and still well known as Twitter) intends to enter the financial services market and may even provide financial planning advice. (30/10/23 FT Adviser).Musk says that he expects the pla...

local pension planning advice

Local Pension planning advice needed

18.11.23
ESG-investment-funds

ESG investment funds declining

10.11.23
pension-transfer-advice

Self Employed need Pension Transfer advice

06.11.23
Local-Financial-Advisors

October 23 news from your local Financial Advisors

31.10.23
Inheritance Tax Advice

Do we need more Inheritance Tax Advice?

25.10.23
Wealth Management Advisers

Do Wealth Management Advisers always want new clients?

18.10.23

Awards and Accreditations

Pension Transfer Gold Standard
Investment-Planner
Financial Vulnerability Taskforce
VF 23
Vouched For 2022
Vouched For 2021
Vouched For 2020
Vouched For 2019
Vouched For 2018
Vouched For 2017
Vouched For 2016
Vouched For 2015
Vouched For 2014

Did not expect anything other than a professional service. Excellent.

Mrs L

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 have a sense of trust towards the people and the company. Thank you.

Mrs F