The review of my pension plan was both positive and informative. All my questions were answered clearly and with assurance. I left reassured that my finances are in good shape and being well managed.
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Veja o que dizem as avaliações
They are friendly professional and have great knowledge of financial management. Would recommend to anyone looking to make most of their finances. I feel I'm in good hands with Clifton.
We’ve just had our annual financial review with Alan, and once again he made the whole process feel clear, calm, and genuinely reassuring. He knows our situation so well, and it shows in the thoughtf... Ver mais
A empresa respondeu
My adviser Bob , is always helpful and well informed. Provides good clear information which helps clients to make good decisions.
Detalhes da empresa
Sobre Clifton Wealth Partnership
Escrito pela empresa
We Work With You to Build and Protect Your Wealth
Clifton Wealth Partnership are a financial advice firm, offering clear, personal advice since 1986. We support individuals, families and business owners throughout the UK.
Our team help you make confident decisions about pensions, investments, retirement planning, inheritance and tax efficiency. Whether you are just starting out or planning your legacy, we are here to support every stage of your journey.We believe the best financial advice is built on long term relationships. You will always have access to a trusted adviser who understands your goals and works with you to build and protect your wealth through your plan for life strategy.
Clifton Wealth Partnership
Winners of the 2025 Schroders Leading Adviser Business (10 advisers or more).
The value of investments, and any income from them, can fall as well as rise, so you may get back less than you invest. If you are unsure whether an investment is suitable for you, please speak to your adviser.
Informações de contato
69-71 Macrae Road, Pill,, BS20 0DD, Bristol, Reino Unido
- 01275 813 700
- enquiries@cliftonwealthpartnership.co.uk
- cliftonwealthpartnership.co.uk
4,8
Excelente
122 avaliações
Respondeu a 100% das avaliações negativas
Normalmente responde dentro de 48 horas
Como esta empresa usa o Trustpilot
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Finances in safe hands
The review of my pension plan was both positive and informative. All my questions were answered clearly and with assurance. I left reassured that my finances are in good shape and being well managed.
8 de maio de 2026
Bob always gives a very informative…
Bob always gives a very informative appointment he is clear and confident. A very nice approach.
30 de abril de 2026
My adviser Bob
My adviser Bob , is always helpful and well informed. Provides good clear information which helps clients to make good decisions.
28 de abril de 2026
The chat we had was great and put my…
The chat we had was great and put my mind at rest with the advice I got thank you
29 de abril de 2026
Friendly professional service…
They are friendly professional and have great knowledge of financial management. Would recommend to anyone looking to make most of their finances. I feel I'm in good hands with Clifton.
28 de abril de 2026
James was as helpful and understandable…
James was as helpful and understandable as ever, thank you!
28 de abril de 2026
My discussion with my advisor was very…
My discussion with my advisor was very informative, & reassuring.
2 de maio de 2026
Alison is truly amazing
Alison is truly amazing. As my financial planner she's highly professional , experienced, honest in her advice and recommendations and she delivers excellent service. It's only because of her that she's significantly increased the worth of my SIPP. Not only that she's genuinely a nice, friendly person and we have a great relationship. Long may it continue.
23 de abril de 2026
The personal input from my advisor
The personal input from my advisor, together with the knowledge of me and my family are A1.
30 de abril de 2026
Customer focused
Friendly; knowledgable; customer focused - listen to aspirations and concerns and try to 'tailor' a plan to suit your needs; trustworthy.
28 de abril de 2026
Clifton is top class in terms of…
Clifton is top class in terms of service and performance
25 de abril de 2026
One to one chat in office with Jeremy…
One to one chat in office with Jeremy questions answered and all done in relaxed atmosphere
15 de abril de 2026
Resposta da Clifton Wealth Partnership
Thank you, Mark. We’re pleased to hear your meeting with Jeremy was relaxed and that your questions were answered clearly.
Just an open and honest interview
Just an open and honest interview - good discussion etc
22 de abril de 2026
Resposta da Clifton Wealth Partnership
Thank you, Steven. We’re pleased to hear you found the discussion open and straightforward.
Matt gave sound service and advice
22 de abril de 2026
Resposta da Clifton Wealth Partnership
Thank you, Sue. We’re pleased to hear you received clear and reliable advice.
Good experience
The advisor was very friendly and knowledgeable.
I felt when I left the conversation I had been listened to and she totally understood my request.
18 de abril de 2026
Resposta da Clifton Wealth Partnership
Thank you, Joyce. We’re pleased to hear you felt listened to and that your adviser understood your needs. It’s good to know the support was both friendly and knowledgeable.
Thank you so much
I can not speak more highly of the service received. Alison is amazing she is one step ahead of me and she caters for all my financial needs. Thank you so much.
17 de abril de 2026
Resposta da Clifton Wealth Partnership
Thank you, Elizabeth. We’re pleased to hear the service has met your expectations and that you feel well supported with your financial planning.
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