Christina Clegg Financial Planning Services - Nelson

Christina Clegg Financial Planning Services, located at Riverside Business Park, 1st Floor Unit 8 Vantage Court, Barrowford BB9 6BP, United Kingdom, is a renowned financial consultancy firm that prioritizes its clients' needs and financial goals.

Specialties

As a financial consultant, Christina Clegg Financial Planning Services offers expert advice and customized solutions to help clients achieve their financial objectives. Their areas of expertise include pension planning, investment strategies, retirement planning, and inheritance tax planning.

Accessibility and Amenities

The office is designed with accessibility in mind, featuring a wheelchair-accessible car park, entrance, and toilet. This ensures that all clients can comfortably access the office and its facilities.

Client Testimonials

With 83 reviews on Google My Business and an average rating of 5/5, Christina Clegg Financial Planning Services has earned a stellar reputation among its clients. Testimonials often highlight the company's detailed assessments, comprehensive planning provisions, and friendly, warm customer service. One client shared, "I received a full and detailed assessment of my needs for my pension requirements, and was also informed of things I had not considered which lead to a complete planning provision. I had been kept in touch at each stage. I would recommend Christina and her staff also for their friendly warm manner, to my family and friends."

Recommendation

For personalized financial planning and expert advice, consider contacting Christina Clegg Financial Planning Services. Their exceptional track record and commitment to client satisfaction make them an excellent choice for those seeking to secure their financial future. Visit their website at ccfps.co.uk or give them a call at 1282614444 to learn more about their services.

👍 Reviews of Christina Clegg Financial Planning Services

David B.

5/5

I received a full and detailed assessment of my needs for my pension requirements, and was also informed of things I had not considered which lead to a complete planning provision. I had been kept in touch at each stage. I would recommend Christina and her staff also for their friendly warm manner, to my family and friends.

Sandra A.

5/5

The moment you enter you are made to feel extremely welcome by all the staff. They are so friendly and very efficient in what they do. They have given me excellent help and advice over the last few years. I would highly recommend Christina Clegg for help with your investment.

Graeme E.

5/5

I went to see Christina when I was thinking of taking early retirement. I wanted a second opion as I have only ever had the advise from the company. What Christina has done is remarkable and I wouldn't hesitate in recommending her to anyone looking for financial advise and planning.

Garry B.

5/5

Christina has been very helpful with assisting me with my Pension queries. Clear, friendly and extremely knowledgeable. I would highly recommend.

George H.

5/5

Excellent prompt responses on all aspects of investments and pension related issues. Would highly recommend to all, they extend time and adapt to all family financial aspects.

jerry S.

5/5

Having retired 6 years ago I did a pension investment with Christina. No regrets whatsoever & best move I ever made!
Friendly staff who keep me updated on my financial situation and are always available to answer any questions I may have.
Would definitely recommend!

Peter T.

5/5

I recently took advantage of the free Pension review, as I was unhappy with my current Pension Company and their lack of communication. Christina and Mark presented the information regarding my pensions in a very thorough and professional manner, with no hard sell, which was a refreshing change. I would highly recommend their service to anybody who is confused, or in the dark about their current pension arrangements.

Mrs R.

5/5

Following recommendations, and after having read other excellent reviews about Christina Clegg and her team, I decided to use her services to aid in planning for my future retirement. From the first visit, Christina and her team couldn’t have been more welcoming, whilst remaining efficient and super-professional. Everything was explained very clearly, Christina took the time to make sure I understood every step of the process, and she was always more than happy to answer my questions. She explained at length the various options, the potential outcomes, as well as balancing any risks. She set me up with a clear long-term financial plan that was 100% focused on my aspirations for the future. I couldn’t be happier with the service I received and the support provided throughout this process. I feel secure in the knowledge that the investment decisions made with Christina’s support, have been well-informed and based on the very best knowledge and experience in this sector. Highly recommended!