Clifton Wealth Partnership Avaliações 

Have been using Clifton as financial adviser for over 10 years. Initial contact was to set up pension-led funding for a business purchase, and subsequently for management of my personal pension and overall family finances. The advice provided has always proved to be sound, but there has never been any pressure applied to follow that advice - the decisions have always been clearly left in my own hands.

My experience with using this company has been very positive.

Exceptional advice and support from Clifton Wealth Partnership. The yearly review is very detailed and tailored to my needs so gives me the peace of mind to feel my finances are on track for my retirement. I highly recommend Clifton Wealth Partnership.

Alan and team been looking after me for 10 plus years
Pension led funding has enabled me to borrow money for my business and help with its profitable expansion

Alan was very professional with his financial advice, which allowed me to retire 18 months early.
I had several complex pension schemes that had to be looked into, without his help it would of been impossible to retire. Alan kept us informed every step of the way.
I highly recommend his service and advice to anyone.

Our annual meeting with Alan to review our current and future financial position is always useful. We are able to model the impact of decisions on our future income and assets which really helps our decision making.

Between our meetings Alan and the team are always on hand to provide help and assistance and a polite reminder if we haven't done something.

Great advice, clearly explained and always a pleasure to deal with. Cannot recommend highly enough.

Alan Crook helps us achieve our goals in ways that wouldn't occur to us due to his great knowledge.

We have been working with Alan Crook and his colleagues for over a decade and the advice, guidance and support provided have been excellent. He is patient when we spend too long deliberating and politely assertive when there is action needed before a deadline. We have taken advantage of several tools and processes both personally and for the business.

Our long standing relationship with Clifton has consistently been excellent. The commitment and dedication they have shown has resulted in a long standing trusted partnership supporting our business growth.

Great service and advice from my advisor, Peter who is incredibly knowledgeable, professional and understanding. I’ve been dealing with Clifton for a number of years and continue to be a happy customer. The My Viewpoint app that makes it super easy to track everything.

Our advisor was clear with the details of my pension plan.
Knowledgeable when asked questions.

Great service, helpful and informative in a language I understand. Any queries are answered promptly.

Excellent in every way—polite, helpful, and incredibly informative. From the start, they took the time to understand my financial goals and provided clear, tailored advice that made complex topics easy to grasp. Their professionalism and genuine care for my financial well-being truly set them apart. I left every conversation feeling more confident and empowered about my future.

Regular reviews with professional and expertly considered outcomes. My advisor understands my requirements and explains the pros and cons of any decisions I am looking to make. Excellent service, 100% trustworthy and always having their customers at the forefront.

Our meetings are always constructive and helpful. Peter Harvey has a complete understanding of our finances and needs and is extremely knowledgeable. The information shared about progress and options is clear and he always follows up on action points in a way we can understand. He is personable and it is a pleasure to meet him on a regular basis. Peter is an asset to the company.

We receive an annual review from our advisor, who is always up to date with latest tax and wealth news. Always good advice and timely services.

Alan and the teams at Clifton and Morgan Lloyd are very knowledgeable and understanding of all aspects of financial planning.
The options and implications are explained in full and implemented to suit your specific needs, over the past ten years the advise has been well received.

Sound advice with clear and comprehensive explanations for all the financial options provided.

Professional and knowledgeable, always a pleasure to deal with.

Our financial advisor is friendly and professional. He listens carefully and understands our attitude to investment and works hard to explain his recommendations based on what he knows about us as investors. We have complete faith and trust in him to do the best for us and he explains things carefully to us, making sure that we understand and have all the information we need to make informed decisions.