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
A empresa respondeu
Embora não verifiquemos reivindicações específicas uma vez que os autores têm direito a ter a sua opinião, podemos classificar as opiniões como "Verificadas" quando conseguimos confirmar a ocorrência de uma interação com a empresa. Saber mais
Para proteger a integridade da plataforma, todas as opiniões na nossa plataforma (verificadas ou não) são analisadas pelo nosso software automatizado 24 horas por dia, 7 dias por semana. Esta tecnologia foi concebida para identificar e remover conteúdos que violam as nossas diretrizes, incluindo opiniões que não se baseiam numa experiência real. É possível que não consigamos dar conta de tudo, pelo que poderá sinalizar alguma coisa que ache que nos possa ter escapado. Saber mais
Leia as opiniões dos outros
Aaron the Advisor who is assigned to help with my pension review was help in guiding me with good advice. The returns from last year were really encouraging.
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
A empresa respondeu
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
A empresa respondeu
Informações sobre a empresa
- Empresa de planeamento financeiro
- Consultor financeiro
- Serviço de investimentos
- Serviços financeiros não bancários
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 contacto
69-71 Macrae Road, Pill,, BS20 0DD, Bristol, Reino Unido
- 01275 813 700
- enquiries@cliftonwealthpartnership.co.uk
- cliftonwealthpartnership.co.uk
4,9
Excelente
169 opiniões
Pede aos clientes que escrevam opiniões
Esta empresa convida os seus clientes a escrever opiniões, sejam estas positivas ou negativas
Respondeu a 100% das suas opiniões negativas
Geralmente responde em 48 horas
Como esta empresa usa o Trustpilot
Veja como as respetivas opiniões e classificações são obtidas, classificadas e moderadas.
James always gives me the information…
James always gives me the information in a way that is easy to understand
27 de maio de 2026
Good advice.
16 de maio de 2026
Review meeting with Clifton Wealth
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
13 de maio de 2026
Friendly Adviser Experience
10 de maio de 2026
Face to face contact and very helpful advice
Face to face contact and helpful advice
7 de maio de 2026
My wife and I
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.
13 de maio de 2026
Opinião espontânea
Always great service from Anthony Malcolm
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!
23 de abril de 2026
Finances in safe hands
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.
8 de maio de 2026
Bob always gives a very informative…
Bob always gives a very informative appointment he is clear and confident. A very nice approach.
30 de abril de 2026
My adviser Bob
My adviser Bob , is always helpful and well informed. Provides good clear information which helps clients to make good decisions.
28 de abril de 2026
The chat we had was great and put my…
The chat we had was great and put my mind at rest with the advice I got thank you
29 de abril de 2026
Friendly professional service…
They are friendly professional and have great knowledge of financial management. Would recommend to anyone looking to make most of their finances. I feel I'm in good hands with Clifton.
28 de abril de 2026
James was as helpful and understandable…
James was as helpful and understandable as ever, thank you!
28 de abril de 2026
My discussion with my advisor was very…
My discussion with my advisor was very informative, & reassuring.
2 de maio de 2026
Alison is truly amazing
Alison is truly amazing. As my financial planner she's highly professional , experienced, honest in her advice and recommendations and she delivers excellent service. It's only because of her that she's significantly increased the worth of my SIPP. Not only that she's genuinely a nice, friendly person and we have a great relationship. Long may it continue.
23 de abril de 2026
The personal input from my advisor
The personal input from my advisor, together with the knowledge of me and my family are A1.
30 de abril de 2026
A Experiência Trustpilot
Qualquer pessoa pode escrever uma opinião na Trustpilot. As pessoas que escrevem opiniões têm direito a editá-las ou eliminá-las a qualquer momento. Estas opiniões serão exibidas enquanto uma conta estiver activa.
Contamos com uma equipa especializada e tecnologia inteligente para proteger a nossa plataforma. Descubra como combatemos opiniões falsas.
Leia mais sobre como processamos as opiniões na Trustpilot.
Aqui estão 8 dicas para escrever óptimas avaliações.
A verificação pode ajudar a garantir que são pessoas reais a escrever as opiniões que lê no Trustpilot.
Oferecer incentivos em troca de opiniões ou solicitá-las selectivamente pode distorcer o TrustScore, o que vai contra as nossas directrizes.