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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

Pension advice needed to avoid retirement shortfall

11.03.25
Chartered Financial Planner

Chartered Financial Planner explains new tax rule changes to be aware of.

02.03.25
Local Independent Financial Adviser

Are smaller local Independent Financial Advisers the best option?

22.02.25
Pension Advice

HMRC changes tax rules for pension advice

15.02.25
Pensioner Financial Advice

Pensioner financial advice needed

08.02.25
Pension Money Saving Expert

January news from your local pension money saving expert

31.01.25

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

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

Mr R

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

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