Christina Clegg Financial Planning Services Omdömen 

I would 100% recommend Christina Clegg Financial Planning Services. The services provided are first class and all the staff are super friendly. They have been looking after my financial planning for 6 years now and will continue to do so in the future.

We have had our planned annual and bi-annual financial reviews with Garth at the Barrowford office as part of our managed investment service contract. The meetings cover our current financial circumstances, the performance of the financial markets and how that is affecting our investments, review of our attitude to investment risk and advise and recommend if any changes need to be made. Our current regular incomes are discussed to evaluate if they are sufficient or need increasing and if there is need for any additional funds required for special events, projects or holidays. The meetings are efficient, professional and the staff couldn’t have been more welcoming. We feel secure in the knowledge that the investment decisions made with Garth's support, have been well-informed and based on the very best knowledge and experience in this sector.
We are very happy with the performance of our investments.

Personalized engagement combining deep understanding with practical solutions. Great communication. Useful portfolio collateral and online tools.

Christina,
Very knowledgeable regarding financial advice for the individual or in our case couple. Helping plan our retirement requirements. Christina and the staff very helpful informative and made our plan easy in every aspect. Nothing is ever to much bother and always with a very professional and courteous manner.
Cannot recommend dealing with Christina Clegg and her staff enough. Would definitely recommend for all your financial requirements.

Always excellent service from a very friendly team

I approached Christina Clegg at an important and complicated point in my life, as I prepare for retirement and a permanent move abroad. I had several pensions and investments to understand, and I found much of the process overwhelming.

Christina has been patient, approachable and extremely thorough. She has taken the time to gather all the relevant information, explain the available options clearly and answer my questions without making me feel rushed or pressured. I particularly appreciate her independent approach and the fact that she looks at my overall circumstances rather than simply trying to sell me a product.

There is still work to complete, but my experience with Christina so far has been very positive. I feel far more confident knowing that she is helping me put everything in order before I retire and leave the UK. I would happily recommend her to anyone who needs clear, professional and understanding financial guidance.

I have never even considered thinking about Financial Advice I had a private Pension what else did i need. Well apparently quite a lot,I was fortunate to find Throgmorton Capitol Management on line and I spoke to a very knowledgeable & professional lady Christine Clegg. It was at this point that i realised that what i had planned for my future was simply not possible
Christine pointed out that while i had a pension it was totally unsuitable for what i wanted to do, the purpose of this post is to point out that the world of pensions and finance is an absolute minefield without expert advice you could find yourself no where near you hoped to be.
So all i can say is thank you for all the advice I've received and continue to receive it really has changed mu life.
Many Thanks

As usual, an excellent service. My first interaction with Lianne, and, as with every other member of Christina's team, I was treated in a very friendly, professional, and helpful manner. 10/10.

Christina provides an excellent service and is clear and concise in her deliverance. She helps me understand my financial position easily. Would highly recommend Christina's services.

My wife and I have been with Cristina for seven years. We used the services of Christina to manage our pensions and investments and can say she’s been brilliant. Right from the start, everything was explained clearly and managed very professionally. We would highly recommend Christina for all your financial needs. All her staff are all so friendly and knowledgeable and just lovely with us.

Christina has helped me set up my pension along with Trust planning for our son. She is extremely professional I would hugely recommend her she is the best financial adviser.