Adele appointed as a director

Article by Christina

Christina Clegg Financial Planning Services (CCFPS) are delighted to announce that Adele Cowgill has been appointed as a director.

Adele has been working with us for almost three years and brings a wealth of experience to the business, having worked in financial services for almost 30 years.

Adele is a fully qualified financial adviser and holds specialist qualifications in long term care planning, pension transfers, mortgages and equity release. She is also currently studying to achieve chartered status as a financial adviser. Adele’s appointment will help Christina to share the responsibilities of managing a growing advisory practice whilst maintaining the highest levels of client service. Her appointment is a further sign of the company’s commitment to growth and development.

Adele said “ I’m absolutely thrilled to have been asked by Christina to become a director of the business. I have thoroughly enjoyed working with Christina and the team over the last three years and have felt right at home from day one, with the total focus Christina has on placing her clients interests at the heart of the business. I’m looking forward taking on board the extra responsibilities and hope I can help the business to continue to develop and grow.”

CCFPS now has three directors Christina Clegg – Adviser and Managing Director, Adele Cowgill – Adviser and Phil Clegg – responsible for compliance, marketing and business management. Supported by Josh Brooks – IFA Support and trainee Financial Adviser, Sophie Lund – Senior Administrator, Sue Hoole – Administrator and Leah Makin – Apprentice Administrator.

Awards and Accreditations

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

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

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

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

Mr R

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

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

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

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

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

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

Mr R

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

Ms 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

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

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

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

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

Overall and excellent service from Adele – thank you!

Mrs W

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

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

Mrs L

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