Take control of your financial future with expert advice and guidance
Do you feel overwhelmed by financial information and confused about your financial future? At Christina Clegg Financial Planning Services, we understand that navigating the world of finance can be daunting, which is why we are dedicated to providing clear, concise, and personalized financial guidance to empower you to make informed financial decisions.
What We Offer
Our team of experienced Independent Financial Advisers are passionate about helping you achieve your financial goals and secure your financial future. We offer a comprehensive range of services tailored to your individual needs, including:
- Pension Planning & Reviews: We assess your current pension arrangements and provide tailored advice on optimizing your contributions, consolidation, and withdrawal strategies.
- Savings & Investment Planning: We develop a personalized investment plan that aligns with your risk tolerance, financial goals, and retirement aspirations.
- Inheritance & Estate Planning: We guide you through the process of creating a robust estate plan, including wills, trusts, and inheritance tax planning strategies.
- Protection Planning: We ensure you have appropriate cover in place to protect yourself from unforeseen circumstances, including critical illness, disability, and death.
Our Commitment to You
At Christina Clegg Financial Planning Services, we prioritize:
- Transparency: We explain complex financial concepts in clear, understandable language.
- Accessibility: We offer straightforward initial consultations and ongoing communication tailored to your needs.
- Individualized Solutions: We work with you to create a personalized financial plan that aligns with your unique goals and circumstances.
Why Choose Christina Clegg Financial Planning Services?
Our clients value us for:
- Straightforward advice: We cut through financial jargon and provide practical, actionable guidance.
- Client-focused approach: We prioritize your needs and goals, working collaboratively with you every step of the way.
- Decades of Experience: Our team boasts extensive expertise in all aspects of financial planning.
- Exceptional Client Care: We are committed to providing outstanding customer service and building strong, long-lasting relationships with our clients.
Get Started Today
Schedule a free initial consultation with one of our experienced Independent Financial Advisers and take the first step towards financial clarity and security.
Pension Review Services
The reviewed pension review services, provided by Christina Clegg Financial Planning Services, have received overwhelmingly positive feedback from clients. While some clients mentioned that the charges were excessive, the majority of reviewers praised the helpful, courteous, and professional service provided by the company.
Complaints and Concerns
Only one reviewer, Chris Allen, mentioned a concern about the fees charged by the company. They felt that the upfront fee of 10,000 and the annual management fee of 0.7% was too high. Chris is now exploring cheaper options with robo-advisers.
Excellent Service
The majority of reviewers praised the service provided by Christina Clegg Financial Planning Services. They mentioned that the team was knowledgeable, professional, and trustworthy. Reviewers appreciated the thorough and clear explanations of their pension arrangements, and many mentioned that they felt no pressure to make a decision.
Communication and Follow-up
Several reviewers praised the team's communication and follow-up. Chris Allen mentioned that the team was very helpful and courteous, while Paul Usher appreciated the regular updates provided by Kelly's office team. Duncan Spencer also praised the team's communication and efficiency.