Reviewed for
Insurance and Protection ( 13 )
Mortgages ( 10 )
Pensions ( 171 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 63 )
Investments and Savings ( 121 )
Pension Transfers - Non Specialist ( 39 )
Inheritance Planning ( 29 )
Long Term Care ( 9 )
Pension Transfers - Specialist ( 34 )
Financial Planning ( 35 )
Financial Mentoring ( 5 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 24 )
£200k - £500k ( 27 )
£100k - £200k ( 18 )
£50k - 100k ( 9 )
Up to £50k ( 21 )
Review
by a verified client in Lancashire
13 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted clear and concise help with my Pension.
How has Christina Clegg helped you?
Christina has been very helpful in explaining my pension options.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Everything has been explained to me about my pension options and I have been very happy with all my meetings with Christina.
Review
by a verified client in Lancashire
18 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Purchase of a new home
How has Christina Clegg helped you?
I cannot thank Mhairi at CCFPS enough for her exceptional service in helping us with our new protection policies and getting our finances in order for the purchase of our new home. From the very first consultation, Mhairi was professional, approachable, and incredibly knowledgeable. She took the time to fully understand our needs and tailored a plan that fit our goals perfectly. Mhairi went above and beyond to explain all the options available to us, ensuring we felt confident and informed every step of the way. Her attention to detail, combined with her genuine desire to help us secure the best financial protection, made a potentially overwhelming process feel seamless and stress-free. I recommend Mhairi and CCFPS to anyone looking for personalised, professional financial advice.
Have you seen the outcome you were hoping for?
Yes, and more.
What could they have done better?
Mhairi couldn’t have done any better. Our experience has been seamless.
Review
by a verified client in Lancashire
19 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We had an adviser that passed away and my husband read reviews online and found Christina had excellent reviews and the office is not far from us.
How has Christina Clegg helped you?
She has sorted out our private pensions and advised us on what to do with savings.
Have you seen the outcome you were hoping for?
Pretty much, yes.
What could they have done better?
Nothing that they could have done better.
Review
by a verified client in Lancashire
21 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was contemplating early retirement and needed advise
How has Christina Clegg helped you?
Immensly. Christina explains everything in detail and makes it easy to understand.
Have you seen the outcome you were hoping for?
Better than I hoped for.
What could they have done better?
Nothing,
Review
by a verified client in Lancashire
21 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
i wanted to retire early
How has Christina Clegg helped you?
i have now managed to retire 4 yrs earlier than planned
Have you seen the outcome you were hoping for?
absolutely
What could they have done better?
nothing im aware of