Speaking to Jeremy was a very positive experience. He explained things thoroughly and was very patient if I needed further explanation. He took the time to ensure I understood everything. He even sugg... Ver más
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Consulta las opiniones de los clientes
I have been looked after by Clifton Wealth Partnership for over 7 years. I have been given sound financial advice and support the entire time. They explained every step with my draw down pension, ev... Ver más
This was my first investment review with this Company and I was impressed that my consultant chose to understand not only any concerns I had, but my family aspirations as well. It is very easy to trea... Ver más
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 más
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Información sobre la empresa
Sobre Clifton Wealth Partnership
Escrito por la 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.
Información de contacto
69-71 Macrae Road, Pill,, BS20 0DD, Bristol, Reino Unido
- 01275 813 700
- enquiries@cliftonwealthpartnership.co.uk
- cliftonwealthpartnership.co.uk
4,9
Excelente
191 opiniones
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Clifton saved my company
Clifton saved my company with their expertise in financing via our pensions. I have used Clifton since 2010 and have nothing but praise for their services.
9 de mayo de 2025
Opinión espontánea
Respuesta de Clifton Wealth Partnership
Thank you, Phil. It means a great deal to hear how impactful our support has been for you and your company. We truly appreciate your trust over the years. It’s been a privilege to work with you since 2010.
Professional & personal
Very professional service with the personal touch, I have been extremely satisfied with there investment and pension services .
8 de mayo de 2025
Opinión espontánea
Respuesta de Clifton Wealth Partnership
Thank you for your kind words. We're really pleased to hear you've been satisfied with our investment and pension services. If there's ever anything more we can help with, just let us know.
knowledgeable and patient.
David Bentley is knowledgeable and patient, explaining everything in layman terms. He’s given us a lot of sound advice over the years.
8 de mayo de 2025
Opinión espontánea
Respuesta de Clifton Wealth Partnership
Thank you, Melanie. It’s great to hear how much you’ve valued David’s clear and thoughtful advice over the years. Taking the time to explain things properly is so important - and we're glad it’s made a difference.
Insightful and tailored excellence.
Insightful and excellent tailored advice in a professional but friendly manner.
30 de abril de 2025
Opinión espontánea
Respuesta de Clifton Wealth Partnership
Thank you, Owain. We’re really pleased to hear the advice felt both insightful and personal. If there’s anything else you need, just let us know.
Highly recommended…
Clifton provide a exceptional service tailored exactly to what is required. Reviews are clear, supportive and informative and when ad-hoc advice/support is required my financial planner gets straight to the heart of the matter. The Clifton team are effective, proactive and overall deliver a true partnership experience. Highly recommended.
8 de mayo de 2025
Opinión espontánea
Respuesta de Clifton Wealth Partnership
Thank you, Steve. It’s fantastic to hear that the service feels truly tailored and that the team’s responsiveness and clarity have made a real impact. We’re grateful for your recommendation, and always here if you need anything.
I always get great support from David.
I always get great support from David.
Friendly, professional and always willing to help answer all my questions
8 de mayo de 2025
Opinión espontánea
Respuesta de Clifton Wealth Partnership
Thank you, Anthony. It’s great to hear how much you appreciate David’s support, he’ll be really pleased to hear his approach makes a difference for you. Thanks again.
I have been working with Clifton Wealth…
I have been working with Clifton Wealth for over 15 years now and would have no hesitation in recommending their services to anyone seeking to work with an IFA
8 de mayo de 2025
Opinión espontánea
Respuesta de Clifton Wealth Partnership
Thank you, Pete. It has been a privilege to work with you over so many years, and we really appreciate you recommending us.
Good clear advice on altering…
Good clear advice on altering investments. Kept up to date with progress. I needed to do very little.
Advisor very professional
16 de diciembre de 2024
Opinión espontánea
Respuesta de Clifton Wealth Partnership
Thank you, Brenda. We're really glad to hear the process felt clear and straightforward for you. We appreciate the kind words, and it’s great to know you felt confident throughout.
Anthony Malcolm and Clifton are proactive and efficient.
Anthony Malcolm and Clifton are very proactive and time efficient.
We have worked on many projects over the years and would highly recommend their services.
8 de mayo de 2025
Opinión espontánea
Respuesta de Clifton Wealth Partnership
Thank you, Matthew. It’s been a pleasure working with you over the years. Your kind words mean a lot to Anthony and the team here at Clifton Wealth Partnership.
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