It's a great opportunity to get know each other and for us to understand your requirements. For peace of mind why not take advantage of our FREE initial review of your estate planning arrangements.
As a firm of Independent Financial Advisers, we can assist you with financial planning advice on a wide range of subjects, including Pension Reviews and Transfers, Savings and Investments, Inheritance Tax and Estate Planning, Mortgages and Equity Release, and Protection.All initial meetings to discuss your financial circumstances are FREE of charge, but before you contact us or anyone else, you'll probably want to consider what is best for you.
As a firm of Independent Financial Advisers, we can assist you with financial planning advice on a wide range of subjects, including Pension Reviews and Transfers, Savings and Investments, Inheritance Tax and Estate Planning, Mortgages and Equity Release, and Protection.All initial meetings to discuss your financial circumstances are FREE of charge, but before you contact us or anyone else, you'll probably want to consider what is best for you.
Services
Our aim is to provide independent financial advice to clients - in a straightforward and uncomplicated way. Christina Clegg Financial Planning Services Limited is a firm of Independent Financial Advisers authorised and regulated by the Financial Conduct Authority. The business is owned and managed by Christina Clegg who has been a Financial Adviser for over 25 years now.
Research by Royal London estimates that there are 3.7 million people in the UK with investable assets of 50,000 or more who are not currently receiving financial planning advice. I would like to thank you all for the advice financial advice given to myself regarding my pension, especially Adele. We've only been clients for a couple of months, but we both feel that we have made the right decision.
We are sometimes asked if we can provide advice on a specific subject, for example the benefits of investing in gold or investing in a certa. The Pension Review service is designed to provide you with information about your current pension arrangements, to help you to decid. What is Inheritance Tax? Inheritance Tax is a tax on the value of your estate after you die.
Vouched For was established in 2012 as an online review platform to help prospective clients searching for a "Financial Planner Near Me" in their area. The premise is very simple, advisers sign up to the website in order to display their details, then invite clients to leave a review of their experience with the adviser.
The total value of Assets Under Management with Christina Clegg Financial Planning Services limited, at the end of July was over 75 million. This is the current value of our client's funds which we manage. We do not hold these funds ourselves of course, they are invested across a broad range of major UK Financial Services companies, according to our client's individual investment requirements.
Reviews (10)
Billy & Julie Heys
Dec 15, 2021
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Diane Beech
Nov 25, 2021
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We found Christina Clegg Financial Services through recommendations from other people - and we are so glad we did. Clear, straightforward advice regarding our pension pots and how to maximise their potential with a view to early retirement. Christina always explains things thoroughly and makes complicated financial information much easier to understand. Awesome service, we would (and have) recommend Christine and her team to anyone.
Duncan Spencer
Nov 25, 2021
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Gary Marshall
Nov 13, 2021
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Gary Noonan
Nov 13, 2021
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Christina and her team have provided the best advise and solutions for all our financial needs in retirement. We could not be happier with the service, they are a absolute pleasure to deal with. You face difficult decisions when you think about retirement but choosing Christina and the team made everything easier and we would be delighted to recommend the service to anybody
Michael Head
Sep 29, 2021
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Adele our financial Advisor was professional throughout all the meetings we had.
Always interested in my wife and I as people and not just clients.
Was very patient with us and always explained the various finance options and simplified them so we fully understood what we signing up to.
Any responses to queries etc was dealt with in a timely manner.
Always interested in my wife and I as people and not just clients.
Was very patient with us and always explained the various finance options and simplified them so we fully understood what we signing up to.
Any responses to queries etc was dealt with in a timely manner.
Janet Duckworth
Sep 03, 2021
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Since Adele at CCFP started to manage my pension pots and made some great recommendations, I have seen some unbelievable returns on my investments! And to think they had laid dormant for years! No time like the present! Great service, great advice, great understanding, great people and who knew reviewing pensions could be fun!
Mrs. Robinson
Aug 20, 2021
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Following recommendations, and after having read other excellent reviews about Christina Clegg and her team, I decided to use her services to aid in planning for my future retirement. From the first visit, Christina and her team couldn’t have been more welcoming, whilst remaining efficient and super-professional. Everything was explained very clearly, Christina took the time to make sure I understood every step of the process, and she was always more than happy to answer my questions. She explained at length the various options, the potential outcomes, as well as balancing any risks. She set
Ed Mansfield
Aug 17, 2021
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I needed a final salary pension advisor to analyse our pensions to see if we were able to retire early and still achieve some financial goals for income. Christina has restructured our pensions to achieve our immediate and long term goals so we couldn’t be happier. I would recommend Christina for her professional straightforward style. She took time to ensure she understood our background and future needs and guided us through the details to a proposal/solution. No hard sell, never pressured to close the deal and her team are lovely and polite too.
Ian Stead
Aug 15, 2021
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The service and information I received was excellent, l had no idea what to do with different pensions I had. Adel went through everything with me and got my different pensions together. The staff are very friendly and helpful, nothing is to much trouble if you are not sure about any part of the advice they will go through it in a way for you to understand.
