Wealth Management Adviser

Wealth Management Advisers

Do Wealth Management Advisers always want new clients?

18.10.23
Why might Wealth Management Advisor clients have a claim?

Why might Wealth Management Advisor clients have a claim?

18.06.23
Christina-Clegg-wealth-management-advisers

Wealth Management advisers worried about clients

18.05.23
Wealth-management-advisor-crypto-scams

Wealth Management Advisor explains latest crypto woes

13.12.22
Wealth-Management-Exit-Fees

The end of wealth management exit fees?

15.08.22
Wealth-management-advisor-Christina-Clegg

Consultation on Financial Services Compensation Scheme.

09.12.21

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

The representative was very good and we were happy with the meeting.

Mr & Mrs B

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

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

Mr T