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... Mehr ansehen
Wir überprüfen keine spezifischen Behauptungen, da die Meinungen der Bewerter ihre eigenen sind. Wir können Bewertungen jedoch als „verifiziert” kennzeichnen, wenn wir bestätigen können, dass eine geschäftliche Interaktion stattgefunden hat. Mehr erfahren
Um die Integrität unseres Portals zu schützen, überprüft unsere automatisierte Software alle Bewertungen – unabhängig davon, ob sie verifiziert sind oder nicht – rund um die Uhr. Diese Technologie identifiziert und entfernt Inhalte, die gegen unsere Richtlinien verstoßen, wie zum Beispiel Bewertungen, die nicht auf einer wirklichen Erfahrungen basieren. Uns ist bewusst, dass wir möglicherweise nicht alles erfassen, doch Sie können uns jederzeit problematische Inhalte melden, die wir Ihrer Meinung nach übersehen haben. Mehr erfahren
Das sagen Bewerter
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... Mehr ansehen
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... Mehr ansehen
Unternehmen hat geantwortet
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... Mehr ansehen
Unternehmen hat geantwortet
Unternehmensdetails
Über Clifton Wealth Partnership
Vom Unternehmen geschrieben
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.
Kontaktinformationen
69-71 Macrae Road, Pill,, BS20 0DD, Bristol, Vereinigtes Königreich
- 01275 813 700
- enquiries@cliftonwealthpartnership.co.uk
- cliftonwealthpartnership.co.uk
4,9
Hervorragend
192 Bewertungen
Bittet Kunden um Bewertungen
Das Unternehmen lädt seine Kunden ein, Bewertungen zu hinterlassen – ob positive oder negative.
Hat 100 % seiner negativen Bewertungen beantwortet
Antwortet meist innerhalb von 48 Std.
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Erfahren Sie, woher die Bewertungen stammen und wie sie ausgewertet und moderiert werden.
Good advice ,answered the questions I…
Good advice ,answered the questions I asked.
22. September 2026
September Review
I have been a client of this company for several years now and have always found them to be extremely knowledgeable, friendly, and my advisor (Peter) is always available to help on financial matters. I trust this company to provide me with accurate and dependable advice and they also have an extensive network of contacts with other companies that can provide services not directly covered in-house, for example legal support for Wills and POAs, at what I consider reasonable cost.
I would recommend them to anyone looking to increase their investment returns while managing investment risk while navigating this complex area.
18. September 2026
Everyone has been very helpful and…
Everyone has been very helpful and always a good service
9. September 2026
Our Financial Advisor is very…
Our Financial Advisor is very professional with sound detailed knowledge which he communicates very well. In any environment good communications is essential and James fulfills the term "Kaizen" by going above and beyond a standard service delivery.
15. September 2026
We have had a very positive experience…
We have had a very positive experience with Clifton Wealth. We appreciate the knowledgeable and helpful advice and look forward to continue working with them.
12. September 2026
Customer first experience
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 treat a client as a line in a customer base, it is much harder to make the client feel that they are the only client in the customer base that they are dealing with. Clifton managed this very successfully and I await their report with confidence.
9. September 2026
Speaking to Jeremy was a very positive…
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 suggested things I had not considered. I felt very happy with the advice given.
27. August 2026
Feel we can trust our advisor James
Feel we can trust our advisor James, and have been very pleased with the help and advice we have been given.
24. August 2026
AS usual a pleasant experience with Paul
AS usual a pleasant experience with sensible, good advise.
20. August 2026
Very professional and friendly annual…
Very professional and friendly annual review meeting with Paul as always. I very much appreciate his care and consideration when reviewing my pension arrangements. Always gives me sound advice.
19. August 2026
High quality financial advice
Our financial advisor is excellent - he is very knowledgeable, skilled and easy to get along with always providing us with tailored advice to suit our current situation. Thankyou!
20. August 2026
A professional company with proven expertise.
Have been with Clifton for a number of years. All runs smoothly and the annual review is very useful with your dedicated financial advisor. Emily, my advisor, was very thorough. Friendly and professional.
13. August 2026
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