Christina Clegg Financial Planning Services

Independent Financial Adviser  First Floor, Unit 8, Vantage Court, Barrowford, Lancashire, BB9 6BP
First meeting at adviser's own cost
We have been rated as one of the Top 200 IFAs in the UK, by the national website, Vouched For, for the last 7 years, based on the level of customer satisfaction scores given by our clients. We’ve been given over 150 5 star reviews by our clients who value us for our straight forward no nonsense advice. If you’d like to arrange a meeting, or just have an initial chat, please call us on <phone number hidden>. We look forward to hearing from you.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Buy my next home
check
Equity release
check
Mortgage protection
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Payment protection insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
EEA
check
Long term care
Response rating
10/10
check
FCA authorised
Last authorised 19th October 2020
Meet our advisers
Christina Clegg

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

Adele Cowgll
Chartered Financial Adviser / Director

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge, understanding and application of the different types of long-term care insurance.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

Accreditations
Chartered Financial Planner
What our clients say
“Thank you for the information you provided and the punctuality of the adviser”
Mrs B, Rossendale
“Thank you excellent service”
Mr N, Barrowford
“Never had a problem with any member of staff, they are a pleasure to deal with and the advice has been brilliant.”
Mrs F, Burnley
We are grateful for all the advice and help we have been given. It has given us peace of mind and saved us a lot of money. We are so glad we found your company! 10/10”
Mr & Mrs C, Burnley
“We are more than happy with the service we have recieved – thankyou”
Mrs C, Nelson
“Overall we were very pleased with everything Christina did for us”
Mr & Mrs T, Preston
“The quality of service from Adele and everyone at the company was excellent, in fact the service we received was better than that…”
Mr & Mrs F, Bacup
“On first meeting Christina in person she set my mind at rest and sorted everything I needed.”
Mr T, Padiham
“Very friendly staff, a great service and they worked around our work cmmitments”
Mr F, Accrington
I found Christina very patient with me. When I did not understand she would explain things over and over as simply as she could. I felt very relaxed with her and felt she really cared and understood my situation and dealt with my affairs accordingly. I also felt very relieved, firstly because she sorted and dealt with my finances very quickly and secondly, it was so reassuring to know I can communicate personally with her and her team if needs be. I also found Joshua and Sophie very kind, helpful and quick to respond.”
Mr & Mrs W, Burnley
"It’s been a pleasure working and spending time with Adele. She has been professional and knowledgable, yet also personable and fun to spend a lot of time with! I wouldn’t hesitate to recommend her to friends and family. She has also been very patient with us."
Mr & Mrs C, Clitheroe
“I found Christina very patient with me. When I did not understand she would explain things over and over as simply as she could. I felt very relaxed with her and felt she really cared and understood my situation and dealt with my affairs accordingly. I also felt very relieved, firstly because she sorted and dealt with my finances very quickly and secondly, it was so reassuring to know I can communicate personally with her and her team if needs be. I also found Joshua and Sophie very kind, helpful and quick to respond.”
Mrs W, Burnley
About us

As a firm of Independent Financial Advisers, we can assist you with advice on a wide range of subjects, including Pension Reviews and Transfers, Savings and Investments, Inheritance Tax and Estate Planning, Mortgages and Equity Release, and Protection.

Our services

We always offer a FREE 1 hour initial meeting.

At that initial meeting we will explain the services we offer and how they work, we will also discuss our charges with you. You are under no obligation to go ahead and use our services after the meeting. It’s an opportunity to meet each other and for you to decide if you think we are the right Independent Financial Advisers for you.

We will not keep calling you after the meeting, that’s not how we work. We will drop you a line to confirm what we discussed and then it’s up to you if you want you call us back to make a further appointment to take things further.

Where to find us
Head office address: First Floor, Unit 8, Vantage Court, Riverside Business Park, Barrowford, Lancashire, BB9 6BP
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face
Compliance

Christina Clegg Financial Planning Services Limited is authorised and regulated by the Financial Conduct Authority, No 735704 and is registered in England under the company registration number 9887636.

Registered Address: 2 Patterdale Close, Burnley, Lancashire, BB10 2UQ.

Response rating
10/10
check
FCA authorised
Last authorised 19th October 2020

Similar advisers near you

Independent Financial Adviser 0.51 mi
Est 1973. Plain speaking, solution seeking. First meeting at our own cost. <phone number hidden>.
 
Independent Financial Adviser 0.8 mi
One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
 
Independent Financial Adviser 2.97 mi
We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Burnley, helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle.
 
Independent Financial Adviser 3.57 mi
Friendly, fully independent pension, investment and inheritance tax planning advice from the comfort of your own home. 16 years experience.