Congratulations Mhairi and Mark

Christina Clegg Financial Planning Services
Christina Clegg Financial Planning Services

Article by Christina

Massive congratulations to Mhairi Flynn and Mark Phillips who have both been awarded their CII Level 4 Diplomas in Regulated Financial Planning by the Chartered Insurance Institute.

The diplomas are awarded for completing six separate financial planning modules which include:

  • Financial services, regulation and ethics
  • Investment principles and risk
  • Personal taxation
  • Pensions and retirement planning
  • Financial protection
  • Financial planning practice

Both have been working on the qualifications for almost two years now and deserve every credit for passing all the examinations.

Well done.

Christina Clegg Financial Planning Services

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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

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 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