Independent Financial Adviser
First Floor, Unit 8, Vantage Court, Barrowford, 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.
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
R03 - Personal Taxation (CII)
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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.
R06 - Financial Planning Practice (CII)
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This qualification helps advisers develop and demonstrate their financial planning capabilities.
R01 - Financial Services, Regulation and Ethics (CII)
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This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
Dip PFS - Personal Finance Society Diploma (PFS)
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To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
R04 - Pensions and Retirement Planning (CII)
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This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
Miss Adele Cowgll Adv Dip FA, AwPETR, CeMAP, CertLTCP
CeRER - Certificate in Regulated Equity Release (LIBF)
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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.
CeMAP - Certificate in Mortgage Advice and Practice (LIBF)
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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.
CeLTCI - Certificate in Long-Term Care Insurance (LIBF)
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This qualification assesses a knowledge, understanding and application of the different types of long-term care insurance.
DipFA - Diploma for Financial Advisers (LIBF)
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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
AdvDipFA - Advance Diploma in Financial Advice (LIBF)
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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.
AwPETR - Award in Pension Transfers
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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
What our clients say
“Thank you for the information you provided and the punctuality of the adviser”
Mrs B, Rossendale
“Overall we were very pleased with everything Christina did for us”
Mr & Mrs T, Preston
“We are more than happy with the service we have recieved – thankyou”
Mrs C, Nelson
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
“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
“Thank you excellent service”
Mr N, Barrowford
“Very friendly staff, a great service and they worked around our work cmmitments”
Mr F, Accrington
“On first meeting Christina in person she set my mind at rest and sorted everything I needed.”
Mr T, Padiham
“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
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, BB9 6BP
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.
Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
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.
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