Christina's reviews
Reviewed for
Insurance and Protection ( 13 )
Mortgages ( 10 )
Pensions ( 186 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 77 )
Investments and Savings ( 129 )
Pension Transfers - Non Specialist ( 43 )
Inheritance Planning ( 34 )
Long Term Care ( 9 )
Pension Transfers - Specialist ( 37 )
Financial Planning ( 45 )
Financial Mentoring ( 5 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 30 )
£200k - £500k ( 33 )
£100k - £200k ( 19 )
£50k - 100k ( 9 )
Up to £50k ( 22 )
Repeat review
by a verified client in Lancashire
8 days ago
Overall
Advice
Service
Value
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?
We have a 6 monthly review with Christina at her office. She talks us through how the markets are performing and how that's affecting our pensions. We review if we need extra income for special events or whether regular income needs increases. Really great meeting and such a friendly atmosphere.
Repeat review
by a verified client in Lancashire
8 days ago
Overall
Advice
Service
Value
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?
She updates us on our investments and advises us to make changes if need be. She discusses other options we could make in the future.
Review
by a verified client in Lancashire
11 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had heard about Christina previously. I went for an initial review and the way she explained everything made perfect sense. I had no hesitation moving over to Christina and that has proved fruitful for my investments.
How has Christina Clegg helped you?
Immensely.
Have you seen the outcome you were hoping for?
it has far surpassed my expectations
What could they have done better?
nothing
Repeat review
by a verified client in Lancashire
12 days ago
Overall
Advice
Service
Value
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?
since my last review 12 months ago i have only needed some simple advice which was done very easily over the telephone.
Repeat review
by a verified client in Lancashire
16 days ago
Overall
Advice
Service
Value
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 does a 6 monthly review on my investments and I couldn’t be happier with the help and advice received.
