Achieve financial freedom with expert advice and exceptional service
At Christina Clegg Financial Planning Services, we are a team of experienced and qualified Independent Financial Advisers dedicated to providing expert financial planning advice to individuals, families, and businesses. Our mission is to help our clients achieve their financial goals by providing tailored financial solutions, exceptional customer service, and unbiased advice.
Our Services
We offer a comprehensive range of financial planning services, including Pension Reviews and Transfers, Savings and Investments, Inheritance Tax and Estate Planning, and Protection. Our team of experts will work with you to understand your financial circumstances, goals, and objectives, and provide personalized advice to help you achieve financial freedom.
Meet Our Team
Our team is led by Christina Clegg, a Chartered Independent Financial Adviser with years of experience in the financial industry. Our team also includes experienced Paraplanners, Administrators, and a Risk and Compliance Officer, ensuring that our clients receive expert advice and exceptional service.
History
Christina Clegg Financial Planning Services has a long history of providing exceptional financial planning advice to our clients. We have been rated as one of the Top Independent Financial Advisers in the UK by VouchedFor, based on customer satisfaction scores, and have received almost 400 5-star reviews from our clients.
Our VouchedFor Rating
We are proud to have been rated as one of the Top Independent Financial Advisers in the UK by VouchedFor, based on customer satisfaction scores. Our clients have given us a 4.8-star rating, and we are committed to continuing to provide exceptional service and expert advice to our clients.
Overview of Reviews
The reviews of Christina Clegg Financial Planning Services are overwhelmingly positive, with 14 out of 15 reviewers giving 5-star ratings.
Positive Comments
- The reviewers praise the professionalism, courtesy, and helpfulness of the staff, particularly Christina and Adele.
- Many reviewers appreciate the clear and thorough explanations of financial information, making complex concepts easy to understand.
- The services provided, including pension reviews and financial planning, are highly valued by the reviewers.
- Several reviewers mention the trustworthiness and kindness of the team.
- The reviewers are pleased with the results of the services, including increased pension returns and successful retirement planning.
Negative Comments
- Only one reviewer, Chris Allen, expresses concerns about the fees charged by Christina Clegg Financial Planning Services, finding them excessive.
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