Christina Clegg Financial Planning Services
Barrowford, Lancashire, United Kingdom
About Christina Clegg Financial Planning Services
Christina Clegg Financial Planning Services is a highly reputable and trusted financial institution based in Barrowford, United Kingdom. We are conveniently located at the Riverside Business Park, 1st Floor Unit 8 Vantage Court, providing our clients with easy access to our top-notch services. As a leading establishment in the finance industry, we are dedicated to offering our clients personalized financial planning solutions tailored to their unique needs.
At Christina Clegg Financial Planning Services, we understand that managing finances can be daunting, and that's why we offer a range of services to help our clients make informed decisions regarding their finances. We specialize in retirement planning, investment portfolio management, estate planning, tax planning, insurance planning, and more. Our team of highly experienced and qualified financial advisors work closely with our clients to help them build a sound financial future.
Our mission at Christina Clegg Financial Planning Services is to provide our clients with financial guidance that they can rely on. Our services are designed to help them achieve their financial goals and aspirations while mitigating risks. We understand that each client is unique, and that's why we provide customized solutions designed to meet their specific needs. We pride ourselves on the level of professionalism, honesty, and integrity that we bring to all of our interactions with our clients.
If you're planning for your financial future or have questions about your current financial situation, we invite you to schedule a consultation with us. Our team of experts will provide you with personalized guidance and help you make informed decisions regarding your finances. Come visit us at our Barrowford location, and let us help you achieve your financial goals.
Photos of Christina Clegg Financial Planning Services
Riverside Business Park, 1st Floor Unit 8 Vantage Court, Barrowford BB9 6BP, United Kingdom
Opening hours of Christina Clegg Financial Planning Services
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Christina Clegg Financial Planning Services
"Christina takes care of all our financial concerns so that we don't ever have to worry about anything.with her friendly and professional advice and regular updates and efficient communication we are stress free. Thank you . ☺"
"My consultations with Adele at Christina Clegg Financial Planning Services were excellent. Adel was friendly, knowledgeable and very down to earth and without her advice on a specific issue I would have made a potentially disastrous decision so I cannot thank her enough. I would recommend Christina Clegg Financial Planning Services to anyone needing advice and guidance in any area of Financial Planning."
"Adele has been our financial advisor for a number of years now and has been absolutely brilliant. She guided us through our pensions and sorted the best way to draw on them, has set up other financial plans that has made our money work.ever so well. Adele is a really bubbly character and we always look forward to our home visits to catch up on everything else as well as financial. Would recommend Adele and Christina Clegg FP services in an instant, thank you to all."
"My partner and I have various pensions between us and we needed some advice on what what they were and what, if anything, to do with them. Adele got on the case with her team and chased up current values for all 9 or 10 of them within a few weeks and explained in clear, understandable terms what each scheme was. And that was all done free of charge as a "pension review", which is a great service I'd recommend to anyone. Kelly's office team kept us up to date with progress too. All good people to deal with."
"We had pension plans all over the place and were worried about how they all might be consolidated into one coherent plan, together with the rest of our finances, that addressed our needs. Fortunately Adele at Christina Clegg explained things thoroughly and clearly and has held our hand through the whole process so that we now have a financial plan that suits our needs. She has a calm and re-assuring manner (which is just what a lay person needs) even when faced with a challenging customer like myself!! Ten out of ten. Thanks so much. M and S."
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