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

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Pensioner Financial Advice

06.06.25

Pensioner financial advice – facts and figures

Pensioner financial advice - facts and figures

Some pensioner financial advice facts and figures have been produced by research from LCP and the University of Bath which confirmed some trends in retirement which we see regularly. These included:

People retiring without a final salary pension tend to rely on the state p...

pension advice

Is pension advice being taken?

25.04.24

Financial Planning

More social media financial planning warnings.

20.04.24

Inheritance Tax Planning

Good news for Inheritance Tax Planning

14.04.24

Pension Adviser

March 24 news from Christina Clegg your local Pension Adviser

06.04.24

Female Financial Adviser

We are Top Rated – Vouched for – Female Financial Adviser – once again!

31.03.24

Money Advisor

Latest Money Advisor report on poor investment funds

26.03.24

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

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

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

Very satisfied! A quick, friendly and professional service.

Mr P