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Wealth Management Advisors

Has the introduction of the Consumer Duty for Wealth Management Advisors backfired?

17.01.26
Local wealth management advisor - Christina Clegg

What are the benefits of using a local wealth management advisor

18.11.25
Local wealth management adviser

June news from Christina Clegg your local wealth management adviser.

01.07.25
local wealth manager

February 24 news from Christina Clegg your local wealth manager

01.03.24
Local Wealth Manager

November 23 news from your local Wealth Manager

01.12.23
Wealth Management Advisers

Do Wealth Management Advisers always want new clients?

18.10.23

Awards and Accreditations

Pension Transfer Gold Standard
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Financial Vulnerability Taskforce
Uk Top Rated Adviser 2026
Uk Top Rated Adviser 2025
VF 23
Vouched For 2022
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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

Overall and excellent service from Adele – thank you!

Mrs W

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

Mr R