Clifton Wealth Partnership Opiniões 137

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. Moving onto the annual review, again everything was clearly explained in terms that we could readily understand and we came away feeling that we knew everything we needed to know for the coming years investment.

Advice I trust which is given with a good discussion.

Alison is very professional and efficient and a pleasure to work with.

The representative has been and was exceptional during the review giving options and realistic projections.
My wife and I have dealt with the representative over many years and he as always been considerate, professional in his approach and given a fair and balanced forecast of any options that may be necessary for my wife and I to make any informed decision for financial purpose.
Excellent service, knowledge and understanding in general.

Aaron was very clear and precise on all the relevant information and helped us understand what was required.

Alison was really helpful and patient with our questions

Very knowledgeable and helpful, friendly too.

Have found Conor very helpful with enquiries relating to my previous adviser and offering good advice generally.

James always gives me the information in a way that is easy to understand

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

Face to face contact and helpful advice

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.

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!

Friendly advice, profesional service.

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.

Bob always gives a very informative appointment he is clear and confident. A very nice approach.

My adviser Bob , is always helpful and well informed. Provides good clear information which helps clients to make good decisions.

The chat we had was great and put my mind at rest with the advice I got thank you