Very informative about my pensions and I've every confidence that my money will be looked after by Clifton wealth. Sarah was very knowledgeable and made me feel at ease whilst we chatted plus she took... Ver mais
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Veja o que dizem as avaliações
Attended at your Kirkcaldy branch after an invite from Aaron for our annual review. Aaron clearly explained everything about the move from Cairns to Clifton which immediately put our minds at ease. Mo... Ver mais
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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
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Having worked with David over several years, and hope for many more, and I have had nothing but great advise and trust him wholeheartedly with my wife and my pension funds. I would recommend him with... Ver mais
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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
4,9
Excelente
168 avaliações
Pede aos clientes que avaliem
Esta empresa convida seus clientes a deixarem avaliações, sejam elas positivas ou negativas
Respondeu a 100% das avaliações negativas
Normalmente responde dentro de 48 horas
Como esta empresa usa o Trustpilot
Veja como as avaliações e classificações são obtidas, pontuadas e moderadas.
Good advice.
16 de maio de 2026
Review meeting with Clifton Wealth
Had a review meeting with Tomos since Clifton Wealth took over from Lifestyle, so it was good to put a face to the name.
Tomos went through my potfolio and gave advice on future planning etc
13 de maio de 2026
Friendly Adviser Experience
10 de maio de 2026
Face to face contact and very helpful advice
Face to face contact and helpful advice
7 de maio de 2026
My wife and I
My wife and I, have nothing but praise for your personal “SAM.STUBBS.He easily explained any questions we asked regarding our isa shares ,and told us the progress they were making.We give him “10/10.
13 de maio de 2026
Avaliação não solicitada
Always great service from Anthony Malcolm
Always great service from Anthony Malcolm at Clifton. Talks to you in easy to understand language often about technical tax issues. Friendly and approachable. Wouldn’t hesitate recommending him to handle pension finances!
23 de abril de 2026
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
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