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.
Jeremy was very helpful and…
Jeremy was very helpful and informative.
Excellent service
24 de março de 2026
Resposta da Clifton Wealth Partnership
Thank you, Karen. We’re glad to hear Jeremy was helpful and that you received a clear and informative service.
Always made welcome
Always made welcome . Good presentation of investment. Good advice given to reflect needs
23 de março de 2026
Resposta da Clifton Wealth Partnership
Thank you, Brian. We’re pleased to hear you feel welcome and that the advice and presentation reflect your needs.
Good and clear advice
I was given good advice after being asked what I was looking to do. Suggestions were made but I was not steered into making my decision. Also, I feel I can get in contact with any queries, big or small.
26 de março de 2026
Resposta da Clifton Wealth Partnership
Thank you. We’re pleased to hear the advice was guided by your needs and that you felt able to make your own decisions. It’s good to know you feel comfortable getting in touch with any questions.
we get continual updates from clifton…
we get continual updates from clifton wealth along with valuations and what is happening with my investments, the charges are reasonable compared with others. we have constant access to our advisor who gives printed updates if required and is always available to talk.
20 de março de 2026
Resposta da Clifton Wealth Partnership
Thank you, Stephen. We’re pleased to hear you feel well informed and supported, with regular updates and easy access to your adviser when needed.
Reassured
We had a very constructive and friendly face to face meeting in which we felt reassured that our investments were in the best possible place.
20 de março de 2026
Resposta da Clifton Wealth Partnership
Thank you, Margaret. We’re pleased to hear the meeting was helpful and reassuring, and that you feel confident in how your investments are positioned.
Resposta da Clifton Wealth Partnership
Thank you, William. We’re pleased to hear you’ve had a positive experience with the team and felt well supported throughout.
Paul makes all options very clear
Paul makes all options very clear. He is knowledgeable about all potential changes in the markets
13 de março de 2026
Resposta da Clifton Wealth Partnership
Thank you for your review. We’re pleased to hear Paul made the options clear and kept you well informed on market changes.
Resposta da Clifton Wealth Partnership
Thank you. We’re pleased to hear you found the advice clear and constructive.
Face to face service good - technology poor.
My adviser is always very good but I couldn’t open My Viewpoint. The program kept me going in circles trying to change my password.
18 de março de 2026
Resposta da Clifton Wealth Partnership
Hi Jim, thank you for your feedback. We’re glad to hear your adviser has been helpful, but sorry to hear you had issues accessing MyViewpoint.
We understand a member of the MyViewpoint team has now been in touch directly to help resolve this. If there’s anything further we can help with, please do get in touch.
Good Service
All questions were answered satisfactorily and different options explained fully
17 de março de 2026
Resposta da Clifton Wealth Partnership
Thank you, Simon. We’re glad all your questions were answered clearly and that the options were explained in a way that helped you make informed decisions.
Excellent advise and service
I have had excellent advice and guidance from Pete Harvey at Clifton Wealth for over 9 years. He is knowledgeable, makes things easy to understand, and always delivers on any agreed actions.
I highly recommend him.
11 de março de 2026
Resposta da Clifton Wealth Partnership
Thank you, Rob. We’re pleased to hear Pete has provided clear advice and dependable support over the years. It’s good to know his guidance has made things easy to understand and that he continues to deliver on what’s agreed.
Great service
13 de março de 2026
Resposta da Clifton Wealth Partnership
Thank you, Mike. We’re pleased to hear you received great service.
Resposta da Clifton Wealth Partnership
Thank you, Ian. We’re pleased to hear you found the advice clear and helpful.
Tom is professional and friendly.
27 de fevereiro de 2026
Resposta da Clifton Wealth Partnership
Thank you, Tricia. We’re glad to hear Tom was both professional and friendly. That’s exactly the experience we aim to provide.
Annual pension portfolio review.
The review was conducted in a very calm and professional environment, and the portfolio up to date and very visual.
Jeremy was very understanding of my personal situation and was open to my comments about how the portfolio had performed, which was very well, and some changes I would like him to investigate for the future .
I also received good advice and information about future pension changes to consider.
Excellent review.
5 de março de 2026
Resposta da Clifton Wealth Partnership
Thank you, Janet. We’re pleased to hear the review with Jeremy was clear and helpful, and that you felt comfortable discussing your portfolio and future plans. It’s good to know the advice and guidance around your pension and next steps was useful.
Financial modeling
Really helpful financial modeling gave me great insights into the future
21 de fevereiro de 2026
Resposta da Clifton Wealth Partnership
Thank you for your feedback. We’re pleased to hear the financial modelling gave you clear insight into the future and helped you feel more informed about your plans.
First class service by Jeremy Phelps
Jeremy provides a first class service in a professional and friendly manner,his knowledge of the pension and investment markets is second to none,he is extremely helpful.Thank you
19 de fevereiro de 2026
Resposta da Clifton Wealth Partnership
Thank you, Pat. We’re pleased to hear that Jeremy’s professional and friendly approach, along with his knowledge of the pension and investment markets, has given you confidence. We appreciate your feedback and your kind words.
I had a very good review with Tom he…
I had a very good review with Tom he made me feel very relaxed and explained everything I needed to know to know
18 de fevereiro de 2026
Resposta da Clifton Wealth Partnership
Thank you, Clive. We’re pleased to hear you had a good review with Tom and that he made you feel relaxed while clearly explaining everything you needed to know. That’s exactly the experience we aim to provide.
Very helpful meeting with Alison as…
Very helpful meeting with Alison as always
18 de fevereiro de 2026
Resposta da Clifton Wealth Partnership
Thank you, Peter. We’re glad to hear your meeting with Alison was helpful, as always. We’ll be sure to pass on your feedback.
Professional, knowledgeable & excellent customer service
I first met Pete Harvey at Clifton Wealth Partnership many years ago now & have been so impressed with the professionalism and quality of support I have received. With all the changes in government legislation and so many unknowns in the future, I could not plan for my retirement years without him. I always enjoy my annual review meetings with Pete & the customer service received is outstanding. I wouldn’t hesitate in recommending Clifton Wealth Partnership to anyone that needs help & guidance with their financial affairs and planning for the future.
24 de fevereiro de 2026
Resposta da Clifton Wealth Partnership
Thank you, Baldwin. We’re really pleased to hear how highly you value the support from Pete over the years. Ongoing guidance, especially with changing legislation and future uncertainty, is exactly where we aim to add clarity and confidence. It’s great that you continue to find your annual reviews helpful, and we appreciate your recommendation.
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