Christina Clegg Financial Planning Services - Nelson

Christina Clegg Financial Planning Services: A Comprehensive Overview

For individuals and families seeking expert financial planning guidance, Christina Clegg Financial Planning Services stands as a reputable and highly recommended firm. Located in the heart of Barrowford, Lancashire, at Riverside Business Park, Unit 8 Vantage Court, BB9 6BP, the company provides a personalized and comprehensive approach to managing and securing financial futures. With a dedicated team led by Christina Clegg, CFP®, the firm specializes in tailoring strategies to meet the unique needs of each client, fostering long-term relationships built on trust and transparency.

Location and Accessibility

Christina Clegg Financial Planning Services is strategically situated at Riverside Business Park, a modern and accessible business location. The address is Address: Riverside Business Park, 1st Floor Unit 8 Vantage Court, Barrowford BB9 6BP, United Kingdom. Clients can easily reach the office via road, benefiting from convenient parking options, including a wheelchair-accessible car park. Furthermore, the firm is committed to inclusivity, offering a wheelchair-accessible entrance and wheelchair-accessible toilet facilities, ensuring a comfortable experience for all visitors. Appointments are strongly recommended to guarantee dedicated time and attention to each client’s requirements. The office environment is designed to be welcoming and conducive to productive discussions about sensitive financial matters.

Specialties and Services

The firm’s primary focus is as a financial consultant, offering a wide array of services designed to provide holistic financial solutions. These services encompass:

• Pension Planning: Christina and her team excel in developing strategies to maximize retirement savings, ensuring clients achieve their desired lifestyle post-retirement. They meticulously assess current contributions, explore various pension options, and project future income streams.
• Investment Management: Clients benefit from personalized investment portfolios aligned with their risk tolerance, financial goals, and time horizon. The firm utilizes a diversified approach to mitigate risk while seeking optimal returns.
• Retirement Planning: A cornerstone of their service, retirement planning involves detailed projections, income tax planning, and strategies for managing wealth throughout retirement.
• Financial Planning for Inheritance Tax: They provide expert advice on minimizing inheritance tax liabilities and ensuring a smooth transfer of assets to future generations.
• Estate Planning: The firm assists clients in creating comprehensive estate plans, including wills, trusts, and power of attorney documents, safeguarding their assets and family’s future.
• Cash Flow Management: They help clients optimize their cash flow, providing insights into budgeting, debt management, and savings strategies.

Christina Clegg Financial Planning Services prides itself on a proactive and consultative approach. They believe in empowering clients with the knowledge and tools necessary to make informed financial decisions. The team consistently monitors market conditions and adjusts strategies as needed to maintain alignment with client goals.

Client Feedback and Reputation

Christina Clegg Financial Planning Services has garnered consistently positive feedback from its clientele. As evidenced by the 84 reviews on Google My Business, the firm consistently receives high ratings and commendations. The average opinion is 5/5, reflecting a deep satisfaction among clients. Testimonials frequently highlight the firm’s professionalism, expertise, and commitment to client well-being. Clients appreciate the thoroughness of the initial assessments and the ongoing communication throughout the planning process. Many express gratitude for the unexpected insights provided, leading to a more complete and robust financial plan. The firm's dedication to building strong client relationships is a key factor in its success. The team’s friendly and warm manner further contributes to a positive client experience.

Contact Information and Website

For further information or to schedule an appointment, prospective clients can easily connect with Christina Clegg Financial Planning Services through the following channels:

• Phone: 1282614444
• Website: ccfps.co.uk

The firm’s website provides detailed information about its services, team members, and client testimonials. It also features resources and articles aimed at educating clients on various financial topics. Christina Clegg Financial Planning Services is dedicated to providing exceptional financial advice and building lasting partnerships with its clients, helping them achieve their financial aspirations with confidence.

In essence, Christina Clegg Financial Planning Services represents a dependable and insightful resource for anyone seeking comprehensive and personalized financial guidance. Their commitment to client satisfaction, combined with their expertise and accessible location, makes them a trusted partner in navigating the complexities of personal finance.

👍 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.

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.

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.

Mrs R.

5/5

I have had nothing but the very best of service from Christina Clegg Financial Planning Services. 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 continue to receive 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!

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.