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

21.09.20

What customers want from their financial adviser

A recent survey by Boring Money has showed some interesting insights into customer attitudes towards advice since lockdown. The research still shows a wide variation in individual client requirements as you’d expect, so how many of these findings apply to you?

  • Some clients reported a preference for a number of short (10 – 15 minute) online rev...

Awards and Accreditations

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

The quality of service from Adele and everyone at the company was excellent, in fact the service we received was better than that.

Mr & Mrs F

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

Adele was very easy to like from the moment we met her. She always arrives on time, and she has changed our lives in as much as showing us how to enjoy our money more.

Mrs W

Friendly, approachable and reliable. Christina always keeps appointments, returns calls, and advises to your individual needs.

Ms F

On first meeting Christina in person she set my mind at rest and sorted everything I needed.

Mr T

We have always found Christina to be reliable and honest. We value her services because nothing is too much trouble and she is never too pushy.

Mr & Mrs P

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

Mrs F

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

Highly recommended to friends and relatives. Contacting Christina was the best thing we ever did. We wouldn’t be in the financial position that we are, without her.

Mr & Mrs L

I will be recommending Adele to act for colleagues I work with, who will need the same advice as I have received in the future.

Mr M

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

Highly recommended to friends and relatives. Contacting Christina was the best thing we ever did. We wouldn’t be in the financial position that we are, without her.

Mr & Mrs L

Christina provides an extremely thorough, in depth service with clear and concise information given at every stage, highly recommended.

Mr R

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

I found it very easy to do business with Christina, she talked to me as a friend and I would recommend her to others.

Mrs L

Overall and excellent service from Adele – thank you!

Mrs W

The representative was very good and we were happy with the meeting.

Mr & Mrs B

Christina is a very approachable young woman and is always ready to answer any questions. I would not hesitate to recommend her to friends.

Mrs V

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

Mrs P

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

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

I would like to thank you all for the advice financial advice given to myself regarding my pension, especially Adele.

Mr O

The quality of service from Adele and everyone at the company was excellent, in fact the service we received was better than that.

Mr & Mrs F

Adele has been professional and knowledgable, yet also personable and fun to spend a lot of time with! I wouldn’t hesitate to recommend her to friends and family.

Mrs C

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

Everything was explained in detail and all my questions answered giving me a better understanding of my circumstances.

Mr R

We have always found Christina to be reliable and honest. We value her services because nothing is too much trouble and she is never too pushy.

Mr & Mrs P

The representative was very good and we were happy with the meeting.

Mr & Mrs B

Very satisfied! A quick, friendly and professional service.

Mr P

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

Mrs L