Christina Clegg

Please provide a brief comment about your experience with Christina

Encouraged by her quick grasp of my needs for income provision /IHT/ care cost concerns .

What were the circumstances that caused you to initially look for an adviser?

Possibility of early retirement

How has Christina Clegg helped you?

Christina gave me all the advice I needed to help with the decision. Since retirement Christina has carried on giving me professional advice.

Have you seen the outcome you were hoping for?

The outcome has gone beyond me expectations

What could they have done better?

I can honestly say I cannot think of anything they could have done better.

Please provide a brief comment about your experience with Christina

Fare and honest responses to my questions and clear explanation of fee structure

What were the circumstances that caused you to initially look for an adviser?

we had a previous adviser, but were receiving no feedback for 3 years, so decided to seek another, and were guided by reviews, and the fact that it was registered and approved, with people being satisfied with the advice given. And, it was fairly local.

How has Christina Clegg helped you?

Where to start? Helped set up Lasting Powers of Attorney for us, financial and health. Sorted out a new will, including arranging for changing our house from jointly owned, to joint tenants in common, which we had been thinking about for some time. All done with patient advice, with no pressure. Also, keeping tabs on our finances, to ensure security, and ensuring it would meet our needs.

Have you seen the outcome you were hoping for?

Absolutley.

What could they have done better?

Nothing.

What were the circumstances that caused you to initially look for an adviser?

Our original adviser retired & the new company moved away & failed to contact us on a yearly review basis, our investments seemed to stagnate so we decided to look for another more local adviser.

How has Christina Clegg helped you?

Christina has been Brilliant, she has sorted out all our pensions & advised us on how best to invest for our retirement. Christina also explains things in a way which is easy to follow & understand, unlike most advisers who tend to talk 'over your head'. In all honesty I can't recommend her & her team enough.

Have you seen the outcome you were hoping for?

Since becoming clients of Christina Clegg we have seen a much better performance of our investments than the previous company we were with.