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
About
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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.
Meet The Team
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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.
Services
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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.
Our VouchedFor Rating
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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.
Assets Under Management
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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.
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