Christina Clegg

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

I needed financial advice

How has Christina Clegg helped you?

My families finances are orderly and at their most tax efficient

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

Needed advice on consolidation of pensions.

How has Christina Clegg helped you?

Given clear advice.

Have you seen the outcome you were hoping for?

Yes

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

I was considering early retirement - but needed to establish if it was a viable option, taking my finances both now and moving forward, into account.

How has Christina Clegg helped you?

Christina has been fantastic! She looked at every single element of my finances - my financial commitments, my expenditure, my capacity for further savings etc. and she also listened carefully to my future plans! No stone was left unturned in helping me understand what I needed to prioritise - and also advise me in realising my potential for future pension planning and investments. She made sure I made the very most of every single pound and penny to help me secure the early retirement that I was hoping for.

Have you seen the outcome you were hoping for?

Christina has ensured that I’m in the strongest position for taking my next step. Early retirement is in reach…thanks to Christina. The long term plan is in place, and everything is doing well. I made the best decision choosing Christina to advise me…everything is in place! My only decision now is…when do I take the leap into the dream?!! :-)

What could they have done better?

I am happy with all elements of the service received.

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

We had various different personal and work pensions and required independent financial advice to review these, with the potential of finishing work earlier than planned whilst maintaining the same standard of living whilst fit and healthy enough to enjoy retirement.

How has Christina Clegg helped you?

Following recommendations, reading excellent reviews about Christina Clegg Financial Services (CCFS) and a free initial consultation, we decided to use her services in planning for our future early retirement. Christina and her team couldn’t have been more welcoming, whilst remaining efficient and super-professional. Over a period of meetings Christina took the time to make sure we understood every step of the process, and she was always more than happy to answer our questions. She explained at length the various options, the potential outcomes, as well as balancing any risks. She set up a clear long-term financial plan that was 100% focused on our aspirations for the future.

Have you seen the outcome you were hoping for?

Yes, we had a financial retirement plan in place to retire early. However unexpectedly, I have had to retire even earlier than planned due to ill health. This could not have done this without the advice and flexible financial planning from Christina and her team.

What could they have done better?

No, we couldn’t be happier with the service we received and the support provided throughout this process.

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.