Christina Clegg
Christina Clegg Financial Planning Services Limited
Minimum savings/pensions: Any amount
0330 038 8938
Based in Nelson
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: July, 2016
4.8 out of 5
Checks carried out by VouchedFor
FCA Regulated
Christina and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 21 April 2025
Christina and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
18
Recent Client Reviews
Christina has received 18 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Christina has received 18 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 26 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
11
Qualifications Uploaded
Christina has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
11 qualification certificates available to view
Christina has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Christina has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Christina has provided information on their typical fees
Christina has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
78
Positive First Impressions
88% of VouchedFor users have had a positive (4 or 5 star) first experience with Christina (based on 78 first impressions)
88% of users who are not yet clients had a positive first experience with Christina
88% of VouchedFor users have had a positive (4 or 5 star) first experience with Christina (based on 78 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Christina and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 21 April 2025
Christina and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
18
Recent Client Reviews
Christina has received 18 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Christina has received 18 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 26 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
11
Qualifications Uploaded
Christina has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
11 qualification certificates available to view
Christina has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Christina has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Christina has provided information on their typical fees
Christina has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
78
Positive First Impressions
88% of VouchedFor users have had a positive (4 or 5 star) first experience with Christina (based on 78 first impressions)
88% of users who are not yet clients had a positive first experience with Christina
88% of VouchedFor users have had a positive (4 or 5 star) first experience with Christina (based on 78 first impressions)
My aim is to help ordinary people, who need a trusted Independent Financial Adviser to help them understand, balance and make the most out of their finances. Whether it be retirement planning (pre or post retirement), investments, protection, inheritance tax planning or a general full financial review, I am happy to offer my expertise and knowledge to assist those looking for guidance. I have 30 years experience as a financial adviser, 39 years financial services experience and I'm passionate about providing independent advice and believe that financial advice and planning should not be seen as a one off event, but should be part of an ongoing relationship. The key to ensuring you have a comfortable financial future is to review your plans on a regular basis. Please read the feedback that my clients have posted and feel free to contact me to arrange your initial free of charge, no obligation financial review.
Offers available through VouchedFor
Contact Christina through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Christina's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
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Clients' level of financial expertise
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