What a response….

Chartered-financial-planner
Chartered-financial-planner

Article by Christina

Since we’ve been back after lockdown, we’ve been asking our clients if they’d mind adding a review onto Facebook or Google and their response has ben amazing. In the last two months we’ve had over 25 new reviews, here are the latest to come in……………….

I first contacted Christina a number of years ago to review my pensions. I was nervous and unsure about trusting someone to deal with my finances. From the beginning Christina was helpful, reassuring and extremely efficient. She took the trouble to go through things as many times as I needed to ensure I understood her proposals. We decided on a particular product and the transfer process and setting up went very smoothly. I have had reviews since then to make sure my requirements were still being met. I was contacted by Christina a few months ago as she felt that this product now was perhaps not the best one for me. After meetings and advice, I am now in the process of transferring to a new product which is more suitable. I would add that Christina is always very in tune with a customer’s risk appetite and tailors her advice accordingly. I would not hesitate in recommending this firm to anyone.

Mrs D – Aug 20

I can highly recommend Cristina Clegg to look after your financial needs.

Mr S – Aug 20

I had a pension review with Adele who initially came to my house. Everything was very professional and friendly. Adele had time to answer any questions. When I did visit the office or phone staff were very friendly and welcoming. I would definitely recommend Christina Clegg financial services.

Mr B – Aug 20

My advisor (Christina) has given me a better understanding of my pension and financial circumstances. I would not hesitate to recommend her to my friends.

Mr B – July 20

Fantastic service, very welcoming and Adele explained all about the professional services they provide to look after me and my pension money.

Mr G – Aug 20

Went for an initial consultation, first impressions are very friendly and professional with lots of awards for their work.

Mr W – Aug 20

Very professional approach.

Mrs A – Aug 20

I had several meetings with Adele. She gave me lots of professional help and advice and helped me make the decision regarding my retirement and pension. Always there to assist with any issues and replies o any problems immediately. Superb service and highly recommended.

Mr M – Aug 20

A friendly and reliable service, Christina explains everything in simple layman’s terms.

Mr H – Aug 20

Very efficient, sorted my finances, courteous and gave me lots of information on how to move forwards. Coffee is good too!

Mr M – Aug 20

It is always a seamless service whenever we have consultations. Nothing is too much trouble if we need assistance between consults. When personal finances are involved there needs to be trust and we have 100% trust in our consultant Adele.

Mrs T – Aug 20

Adele is very knowledgeable and very well qualified, and it is a pleasure to do business with the staff. We feel very well looked after and confident we are getting the best advice.

Mr M – Aug 20

Have a look at more of our testimonials here.

 

 

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If you have any questions about Financial Planning please feel free to give us a call on 01282 614444 or drop us an e mail to enquiries@ccfps.co.uk

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

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

Very satisfied! A quick, friendly and professional service.

Mr P

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

Mr T