Christina Clegg

Review from verified client

September, 2024

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

Possibility of transferring a company pension

How has Christina Clegg helped you?

Gave us sound advice from the start. We were assessed to ensure we were the right kind of client. After the assessment a second meeting was held where she discussed all of our options and addressed any concerns

Have you seen the outcome you were hoping for?

Yes, due to the global marketplace it has taken a while but now we are very happy with all the outcomes and the best is yet to come!

What could they have done better?

I am not sure. I am happy with my investment so far

Repeat review from verified client

September, 2024

This review is a follow-up review from a client who left a review previously.

How has Christina Clegg helped you since your last review?

Christina continues to provide advice and support on all my financial affairs since my retirement. For instance, I received a letter from HMRC recently stating that I owed them money. I wracked my brain, worrying how I could possibly owe them money as Christina always keeps me on the straight and narrow where HMRC are concerned. I eventually emailed Christina to query this, and she phoned me back later the same day to say that she'd looked into it, and that it was a mistake at HMRC's end. Problem solved, worry over.... She's brilliant!

Review from verified client

September, 2024

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

I had retired and wanted advice and help with how best to invest and deal with my pensions.

How has Christina Clegg helped you?

Given me advice and clarification on the best way forward to ensure my future as I would like it to be.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Some delays in processing but nothing I would want to complain about.

Review from verified client

August, 2024

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

needed to consolidate numerous pensions

How has Christina Clegg helped you?

consolidated my pensions and has assisted on drawdown in a tax efficient manor

Have you seen the outcome you were hoping for?

yes.investments currently working well.feel confident I can have a decent retirement.

What could they have done better?

may be could have used current investment platform earlier.

Review from verified client

August, 2024

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

Pension Transfer

How has Christina Clegg helped you?

Provided sound comprehensive advice throughout.

Have you seen the outcome you were hoping for?

Yes, The pension transfer went well with current investments increasing in value and in line with expectations.

What could they have done better?

Nothing

Repeat review from verified client

July, 2024

This review is a follow-up review from a client who left a review previously.

How has Christina Clegg helped you since your last review?

New wills and general advice

Review from verified client

April, 2024

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

Look at my pension pots

How has Christina Clegg helped you?

She helped me with information about my pension I didn’t know about, Christina was open and honest about everything, she gave me information in a way that I understood and I was able to come away with a better understanding of what I needed.

Have you seen the outcome you were hoping for?

No for me the out come of my visit with Christina was more than I could’ve hope for I know what I need to do now.

What could they have done better?

Absolutely nothing honestly from someone who has a panic attack around numbers Christina was amazing she explained everything to me.

Repeat review from verified client

February, 2024

This review is a follow-up review from a client who left a review previously.

How has Christina Clegg helped you since your last review?

Very well

Repeat review from verified client

February, 2024

This review is a follow-up review from a client who left a review previously.

How has Christina Clegg helped you since your last review?

Christina answered my query quickly, giving clear advice and the process she advised worked well.

Repeat review from verified client

December, 2023

This review is a follow-up review from a client who left a review previously.

How has Christina Clegg helped you since your last review?

Christina explains clearly and gives you options on how to use your money especially has times are hard

Review from verified client

September, 2023

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

Decided to explore early retirement as an option

How has Christina Clegg helped you?

Christina reviewed my pension arrangements and restructured them to accomplish my goals.

Have you seen the outcome you were hoping for?

Absolutely, transformed my life financially in a way I wouldn’t have been able or confident to do on my own

What could they have done better?

Nothing, been there xtremely happy with initial review and ongoing account management

First impression from a user who is not yet a client

September, 2023

Please provide a brief comment about your experience with Christina

Christina explained everything very well.

First impression from a user who is not yet a client

August, 2023

Please provide a brief comment about your experience with Christina

Very professional and clear communication

First impression from a user who is not yet a client

August, 2023

Please provide a brief comment about your experience with Christina

Christine made effort to reach me. Thank you. In our conversation she understood my background, current situation and how inheritance tax can effect me if I or my partner were to pass away. She gave me clear and concise information and put me at ease about what I can and cannot do. I was left reassured that I received good professional advice and can always return to Christine in the future.

First impression from a user who is not yet a client

August, 2023

Please provide a brief comment about your experience with Christina

Initially, we saw Adele, but unfortunately, she had to take time off work due to health reasons. We consequently had a meeting with Christina and we are perfectly happy with the service and information offered by both advisors.

Review from verified client

August, 2023

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

I had a number of pensions that needed transferring and advise on best options

How has Christina Clegg helped you?

Mhairi has been excellent, keeping me up to date on the transfer process and ensuring paperwork was completed as quickly as possible to finalise my pension arrangements and annuity

Have you seen the outcome you were hoping for?

Yes and I am looking to review my finances in 12 months time with Clegg's

Review from verified client

August, 2023

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

I was unsure where to invest my money and wanted to plan for my retirement.

How has Christina Clegg helped you?

She has sorted my pensions and investments and explained everything so I know what I need to do leading up to my retirement.

Have you seen the outcome you were hoping for?

So far yes.

What could they have done better?

Nothing

Review from verified client

August, 2023

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

We needed a IFA to review my mums and my late fathers pensions and investments. They needed managing and consolidating to maximise the return.

How has Christina Clegg helped you?

For the past 5 years now Christina has managed my mothers finances to ensure she is getting the most from her money. She’s very approachable and understanding to our needs.

Have you seen the outcome you were hoping for?

Yes absolutely

What could they have done better?

Nothing, Christina has been brilliant and a real help to the family.

Review from verified client

August, 2023

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

Wanted to make sure our finances were sufficient.

How has Christina Clegg helped you?

She has transferred my pensions and keeps my updated with my pensions and investments and savings.

Have you seen the outcome you were hoping for?

So far yes although markets haven’t been favourable.

What could they have done better?

Nothing

Review from verified client

August, 2023

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

Family advice

How has Christina Clegg helped you?

Put all pensions in one place

Have you seen the outcome you were hoping for?

Due to market’s the market not doing much not as good as hoped

What could they have done better?

The way things have been nothing

Review from verified client

August, 2023

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

Was looking to consolidate pension funds and future planning for retirement

How has Christina Clegg helped you?

Christina has provided outstanding professional financial advice throughout our reviews.

Have you seen the outcome you were hoping for?

Very happy with how things are working out. Christina has clients best interests at heart and everything is explained in a straightforward manner. Christina's knowledge and professionalism are exemplary. Her dedicated team are always very helpful in providing updates should anything be unclear.

What could they have done better?

Nothing, the service is first class

First impression from a user who is not yet a client

August, 2023

Please provide a brief comment about your experience with Christina

Sound telephone advice

Review from verified client

August, 2023

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

I wanted to understand my options with the various pensions I had accrued over many years

How has Christina Clegg helped you?

By investing my pensions to allow me to understand exactly what I have available when I decide to retire

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing

Review from verified client

August, 2023

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

Advice on early retirement.

How has Christina Clegg helped you?

My advisor, Adele, has been fantastic from day one. Always gives the best advice and makes the financial side of things easier to understand.

Have you seen the outcome you were hoping for?

Yes, I am extremely grateful to Adele for getting me the fiancial support I needed to be able to take early retirement.

What could they have done better?

Nothing at all. First class advice and assistance.

Review from verified client

August, 2023

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

I was looking for advice on making more of my pensions and on starting to think about planning for retirement

How has Christina Clegg helped you?

Christina has explained my current situation and has outlined my options for the future. I am now much clearer on what I now have to do in order to plan properly for the future

Have you seen the outcome you were hoping for?

It’s still early days but I am encouraged by the advice received so far

What could they have done better?

Nothing

Review from verified client

August, 2023

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

Retirement & financial planning.

How has Christina Clegg helped you?

Through face to face meetings with Adele we felt reassured and secure in our choice of financial advice.

Have you seen the outcome you were hoping for?

Absolutely, despite recent years of economic uncertainty our investment portfolio has stayed solid and tailored to our requirements.

What could they have done better?

Nothing

First impression from a user who is not yet a client

August, 2023

Please provide a brief comment about your experience with Christina

Christina made contact within a few hours of posting the inquiry. After a 30 minute telephone discussion, Christina posted full details of their services and charges.

Review from verified client

August, 2023

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

lack off advice for my pension and savings

How has Christina Clegg helped you?

made it simple to understand

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing

First impression from a user who is not yet a client

August, 2023

Please provide a brief comment about your experience with Christina

A quick phone call addressed my concerns with clarity. I would certainly go back to her for further financial advice.

Review from verified client

August, 2023

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

The requirement to look at our financial situation and implement a retirement plan

How has Christina Clegg helped you?

By providing a good service

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing

First impression from a user who is not yet a client

August, 2023

Please provide a brief comment about your experience with Christina

Excellent practical and very useful advice. Would definitely recommend.

Review from verified client

August, 2023

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

i wanted to retire early

How has Christina Clegg helped you?

by moving a pension from an employer into a drawdown pension

Have you seen the outcome you were hoping for?

early days but yes things are going well,any problems are dealt with in a professional manner,big shout out to mhairi flynn for her patience in dealing with me.

What could they have done better?

nothing that im aware off

First impression from a user who is not yet a client

August, 2023

Please provide a brief comment about your experience with Christina

The free pension review service was very informative and delivered in a easy to understand format I went in with little knowledge of what I could do with my pension the review gave me a good overview and direction thank you so much Christina.

First impression from a user who is not yet a client

August, 2023

Please provide a brief comment about your experience with Christina

Being a couple who are nearing 55, my wife & I had realised we needed to get all our pension plans together and decide (with professional help) what would be best for us both in both the short term & long term. Christina Clegg Financial Planning Services (CCFPS) was recommended to us by several friends and we decided to go with them. Right from the off, Christina was very methodical, clear and concise in her advice and if we weren't sure on anything she would happily explain it in greater detail. I would recommend Christina and her company for any financial planning issues you may have. We now feel we have a much greater understanding of our pensions and what we can expect them to achieve for our future thanks to CCFPS.

First impression from a user who is not yet a client

July, 2023

Please provide a brief comment about your experience with Christina

Christina's information proved very helpful. Would definitely recommend her services.

Review from verified client

July, 2023

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

Needed help with looking forward to my retirement

How has Christina Clegg helped you?

She collated all my pensions information and explained in full my best options going forward

Have you seen the outcome you were hoping for?

Definately

Review from verified client

July, 2023

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

Transferring pension

How has Christina Clegg helped you?

Release & invest money from pension

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

March, 2023

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

I needed to know all my options regarding possible early retirement.

How has Christina Clegg helped you?

Christina's knowledge is limitless. She was able to give me good, honest advice whilst making sure that I understood every step of the way.

Have you seen the outcome you were hoping for?

Yes, with Christina's help, I am able to retire earlier than I could have ever hoped.

What could they have done better?

Nothing.

First impression from a user who is not yet a client

February, 2023

Please provide a brief comment about your experience with Christina

Provided with plenty of information.

Review from verified client

February, 2023

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

I needed help understanding my pensions

How has Christina Clegg helped you?

Adele has helped me to get my pensions and finances in order

Have you seen the outcome you were hoping for?

Definitely

What could they have done better?

Nothing

Review from verified client

February, 2023

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

Needed financial help to secure my future

How has Christina Clegg helped you?

Adele helped me to understand my financial situation

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, even the coffee was delicious

First impression from a user who is not yet a client

February, 2023

Please provide a brief comment about your experience with Christina

I didn't hear from Christina.

Review from verified client

January, 2023

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

Needed advice on options to retire and investments

How has Christina Clegg helped you?

Adele explains everything in detail

Have you seen the outcome you were hoping for?

Yes. I was offered much more than Financial advice, as it is interlocked with Life Stuff!

What could they have done better?

Nothing

Review from verified client

January, 2023

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

Needed to sort my finances out before retirement

How has Christina Clegg helped you?

Where did you hear about us? Existing Client Where your expectations met, unmet or exceeded? Exceeded Would you recommend our services to family and friends? Yes How could we improve our service to improve your experience? Do not feel any improvement is needed Feedback: I received a fantastic service, polite, professional, and everything was explained in detail. I can now have confidence that when I retire, I will not have to worry about money. I will gladly recommend this company to friends and family if asked. Overall Rating: 5 Quality of Advice: 5 Quality of Service: 5 Value for Money: 5

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

First impression from a user who is not yet a client

January, 2023

Please provide a brief comment about your experience with Christina

My wife and I recently visited Christina Clegg for a free pension check. We were very impressed with the report and Adele was very helpful with all of our questions and concerns.

Repeat review from verified client

December, 2022

This review is a follow-up review from a client who left a review previously.

How has Christina Clegg helped you since your last review?

Same great service , goes through things in detail and keeps you up to speed on your finances

Review from verified client

December, 2022

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

I was looking to retire early.

How has Christina Clegg helped you?

I was referred by a friend to Christina Clegg Financial Planning Services. My expectations were exceeded and I would recommend their services to family and friends. The service and experience has been fantastic, keep up the good work. The service provided by Adele was outstanding sorting out my pensions, and explaining all in easy to understand terms. I have already recommended them to the rest of my family who have been in touch. My wife and I are now using them to sort out our wills and other financial needs. Overall Rating 5 Quality of Service 5 Quality of Advice 5 Value for Money 5

Have you seen the outcome you were hoping for?

Yes all my expectations where met.

Review from verified client

December, 2022

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

no feedback from a previous advisor, so looking to change, and wanted someone we could speak to face to face rather than on a phone or via email, and wanted security and peace of mind.

How has Christina Clegg helped you?

I was recommended to CCFPS. My expectations were met. I would recommend their services to family and friends. Overall Rating 5 Quality of Advice 5 Quality of Service 5 Value for Money 5

Have you seen the outcome you were hoping for?

Yes, totally. We now have measures in place to ensure continuity in the case of any deterioration in health, with our children fully involved.

What could they have done better?

Nothing. We are totally happy with the advice received from the outset, and continuing.

Review from verified client

November, 2022

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

I needed advice about where to invest my money.

How has Christina Clegg helped you?

Adele explained everything in depth in our meetings to help me understand what I needed.

Have you seen the outcome you were hoping for?

Definitely

What could they have done better?

Really happy with the service we received.

Review from verified client

November, 2022

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

Needed help with my Pensions and Investments

How has Christina Clegg helped you?

Christina makes sure I understand everything and always keeps me up to date.

Have you seen the outcome you were hoping for?

Definitely

What could they have done better?

Nothing

Review from verified client

November, 2022

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

10 years out from retirement. Needed multiple pension pots evaluated and optimised to achieve targeted retirement goals.

How has Christina Clegg helped you?

Conducted pension scenario analysis to present required ongoing savings strategy.

Have you seen the outcome you were hoping for?

In terms of having a clearer understanding of where we are and where we want to go with respect to our pensions, yes.

What could they have done better?

Not much

Review from verified client

November, 2022

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

I needed advice on my Pensions.

How has Christina Clegg helped you?

She explained everything to me in detail and helped me to understand my needs for retirement.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

November, 2022

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

Needed help to plan for my retirement

How has Christina Clegg helped you?

Yes

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

November, 2022

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

Planning for retirement

How has Christina Clegg helped you?

Adele explained all my options and helped me to understand my pension

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

November, 2022

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

Help for my retirement

How has Christina Clegg helped you?

She explained everything to me fully

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

November, 2022

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

I was ready to retire

How has Christina Clegg helped you?

Adele provides financial reviews in accordance with the agreement we have made.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

November, 2022

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

Help to plan for my retirement

How has Christina Clegg helped you?

My adviser ensured that i fully understood the products recommended.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

November, 2022

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

Review pensions

How has Christina Clegg helped you?

Gave useful information

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing - all good

First impression from a user who is not yet a client

November, 2022

Please provide a brief comment about your experience with Christina

Very good advice Adele was very good explained every thing nothing too much trouble well pleased keep up the good work ken

Review from verified client

November, 2022

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

Help with my pensions and investments

How has Christina Clegg helped you?

Christina always reassures us and makes sure we are happy about all details before we leave her office. It is much appreciated.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

First impression from a user who is not yet a client

October, 2022

Please provide a brief comment about your experience with Christina

Clear, concise and no beating about the bush. Very useful and would certainly use them for further advice in the future

Review from verified client

October, 2022

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

I had quite a big pension pot and needed advice on what to do.

How has Christina Clegg helped you?

She has given me sound advice on what to do with my pension pot.

Have you seen the outcome you were hoping for?

Yes and no with the current climate pensions have gone Down.

What could they have done better?

Nothing

Review from verified client

October, 2022

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

Early retirement

How has Christina Clegg helped you?

Helped me to understand what I needed from my pension and how it can work for me

Have you seen the outcome you were hoping for?

Yes

First impression from a user who is not yet a client

October, 2022

Please provide a brief comment about your experience with Christina

Very knowledgeable and helpful I appreciated the time Christina took to explain the tax situation to me. Although I won’t proceed now, I am clear about what I need to do in the future.

Review from verified client

September, 2022

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

My wife and I were looking to take early retirement and needed advice from someone who would understand exactly what we were looking for and help us navigate the retirement process.

How has Christina Clegg helped you?

We were worried initially that the small private pensions my wife and I had weren't going to be enough to meet our retirement expectations and so wondered whether semi retirement would be the more realistic option. After our initial meeting with Christina, it wasn't long before she was able to reassure us that, with her help, our full retirement dreams were very much achievable.

Have you seen the outcome you were hoping for?

Yes and more besides. We hadn't really considered some of the many other aspects that retirement brings, (making wills, LTA's and sorting powers of attorney etc., to name just a few). With Christina's help and guidance we were able to put these measures in place so we can now enjoy retirement knowing that all of these things are taken care of.

What could they have done better?

I can't think of anything to be honest.

Review from verified client

September, 2022

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

Planning for our retirement and house renovation. And also to tidy up our finances.

How has Christina Clegg helped you?

By guiding us through the right channels etc. and by dividing up monies and putting them in focused dedicated packages.

Have you seen the outcome you were hoping for?

Yes. Christina and her staff, and particularly Charlotte, were very helpful.

What could they have done better?

Cant think what…..nowt.

Review from verified client

September, 2022

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

We were planning our retirement which included downsizing and renovating.

How has Christina Clegg helped you?

Christina helped us to plan for the future, including investments, savings, updating our wills, arranging lasting power of attorney.

Have you seen the outcome you were hoping for?

Yes, everything went very smoothly and according to plan.

What could they have done better?

I can’t think of anything.

Review from verified client

September, 2022

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

I required financial advice having accumulated various pension funds and needed independent advice to review these funds with the potentially of reducing or finishing work whilst maintaining the same standard of living whilst fit and healthy enough to enjoy retirement.

How has Christina Clegg helped you?

After a free consultation Christina has reviewed and with no pressure given me clear and concise financial advice. I now have a financial retirement plan in place, to retire earlier than the normal scheme retirement date. Additionally, my pensions do not die with me and have a lump sum benefit option.

Have you seen the outcome you were hoping for?

Yes, I now have a financial retirement plan in place. This includes regular meetings to review and evaluate the performance of the plan.

What could they have done better?

None I can think of at this moment in time.

Review from verified client

September, 2022

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

Pensions

How has Christina Clegg helped you?

Christina is fully aware of my financial needs and ensures that I fully understand the products.

Have you seen the outcome you were hoping for?

Definitely, Christina listens and is fully aware of my Financial needs.

What could they have done better?

Nothing at all - Exceptional, friendly, professional service.

Review from verified client

September, 2022

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

To consolidate our savings

How has Christina Clegg helped you?

To consolidate our savings

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No

Review from verified client

September, 2022

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

To invest money from redundancy

How has Christina Clegg helped you?

Emensly as we needed guidance on what was available and suitable for our Personal needs

Have you seen the outcome you were hoping for?

Yes overall

What could they have done better?

No sure as the economic and general conditions of world affairs play an important part in everyone's financial affairs

First impression from a user who is not yet a client

September, 2022

Please provide a brief comment about your experience with Christina

Very proffesional

First impression from a user who is not yet a client

September, 2022

Please provide a brief comment about your experience with Christina

So Adele she was very helpful regarding my pension, also give me tips on other things made me feel relaxed and comfortable and nothing was to much trouble for her

Review from verified client

September, 2022

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

Better advice

How has Christina Clegg helped you?

Explaining on pension transfer

Have you seen the outcome you were hoping for?

Yes

Review from verified client

September, 2022

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

Retirement

How has Christina Clegg helped you?

Adele has supported us along the journey and help us have a happy retirement

Have you seen the outcome you were hoping for?

Yes - more than

What could they have done better?

Nothing

First impression from a user who is not yet a client

August, 2022

Please provide a brief comment about your experience with Christina

Professional and gave me all the information I needed, in detail, just I required Thank you

Review from verified client

August, 2022

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

I wanted advice regarding my Pensions

How has Christina Clegg helped you?

Christina helped me by giving me advice as to my Pensions and how I could make my Pensions work better for me. In respect of being able to access easier.

Have you seen the outcome you were hoping for?

Not yet. However I am very hopeful.

What could they have done better?

All was fine.

Review from verified client

August, 2022

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

Great service, promptly answered all my questions and queries.

How has Christina Clegg helped you?

Adele helped me understand my pensions and how to best access some income

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing

Review from verified client

July, 2022

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

Early retirement

How has Christina Clegg helped you?

Christina and her team have negotiated a draw down pension on my behalf

Have you seen the outcome you were hoping for?

Early days

What could they have done better?

Nothing I'm aware of

Review from verified client

July, 2022

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

Pension and investment advice

How has Christina Clegg helped you?

We received excellent advice throughout the process and Adele has given us lots of help over the many meetings we have had. We feel confident that we have made the correct decisions and feel we are in safe hands.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

July, 2022

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

My mum and dad were looking to protect their assets, transfer power of attorney both medical and financial and to generally feel more secure for the future.

How has Christina Clegg helped you?

Christina Clegg and all of her staff have achieved everything my parents were look