News

 

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

Local wealth management adviser

01.07.25

June news from Christina Clegg your local wealth management adviser.

June news from your Christina Clegg your local wealth management adviser:

  • Over 50% of DIY investors moved some of their money into cash savings during the first few months of the year in response to market volatility.
  • According to Quilter grandparents may be able to qualify for pension credits just for looking after their gran...

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

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

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

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

Mr R