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
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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.
Customer focused
Friendly; knowledgable; customer focused - listen to aspirations and concerns and try to 'tailor' a plan to suit your needs; trustworthy.
28 de abril de 2026
Clifton is top class in terms of…
Clifton is top class in terms of service and performance
25 de abril de 2026
One to one chat in office with Jeremy…
One to one chat in office with Jeremy questions answered and all done in relaxed atmosphere
15 de abril de 2026
Resposta da Clifton Wealth Partnership
Thank you, Mark. We’re pleased to hear your meeting with Jeremy was relaxed and that your questions were answered clearly.
Just an open and honest interview
Just an open and honest interview - good discussion etc
22 de abril de 2026
Resposta da Clifton Wealth Partnership
Thank you, Steven. We’re pleased to hear you found the discussion open and straightforward.
Matt gave sound service and advice
22 de abril de 2026
Resposta da Clifton Wealth Partnership
Thank you, Sue. We’re pleased to hear you received clear and reliable advice.
Good experience
The advisor was very friendly and knowledgeable.
I felt when I left the conversation I had been listened to and she totally understood my request.
18 de abril de 2026
Resposta da Clifton Wealth Partnership
Thank you, Joyce. We’re pleased to hear you felt listened to and that your adviser understood your needs. It’s good to know the support was both friendly and knowledgeable.
Thank you so much
I can not speak more highly of the service received. Alison is amazing she is one step ahead of me and she caters for all my financial needs. Thank you so much.
17 de abril de 2026
Resposta da Clifton Wealth Partnership
Thank you, Elizabeth. We’re pleased to hear the service has met your expectations and that you feel well supported with your financial planning.
Resposta da Clifton Wealth Partnership
Thank you, Janet. We’re pleased to hear you were happy with your review.
Resposta da Clifton Wealth Partnership
Thank you for your feedback. We’re pleased to hear you found the experience friendly and informative. We’re always aiming to deliver a five star service, so if there’s anything further we can support you with, please do get in touch.
They deliver a good service and always…
They deliver a good service and always good advice.
9 de abril de 2026
Resposta da Clifton Wealth Partnership
Thank you, Abriena. We’re pleased to hear you’ve received consistent service and advice you can rely on.
Very personable adviser
Very personable adviser, informative and helpful. I am very pleased that I am being dealt with by this firm
16 de abril de 2026
Resposta da Clifton Wealth Partnership
Thank you, Michelle. We’re pleased to hear you’ve found the advice helpful and the service approachable. It’s great to know you’re happy working with us.
Communication of all relevant…
Communication of all relevant information was handled in a very professional manner.
9 de abril de 2026
Resposta da Clifton Wealth Partnership
Thank you, Matthew. We’re pleased to hear you felt our communication was clear and handled professionally.
Resposta da Clifton Wealth Partnership
Thank you, John. We’re pleased to hear you had a positive experience with the session and your adviser.
A trusted partner that can be relied on
Great advice and management of my investments. I get regular updates and contact from my account manager and first class handling of my financials
10 de abril de 2026
Resposta da Clifton Wealth Partnership
Thank you, Alan. It's great to know you feel well supported and kept up to date. It’s great to hear you’re happy with how your investments are being managed.
Resposta da Clifton Wealth Partnership
Thank you, Susan. We’re glad to hear everything was explained clearly and that the experience felt friendly and approachable.
Resposta da Clifton Wealth Partnership
Thank you, David. We’re glad to hear you feel understood and that the support has been professional.
Confident and knowledgeable advisor…
Confident and knowledgeable advisor (Saran Latham)
27 de março de 2026
Resposta da Clifton Wealth Partnership
Thank you, Nigel. We’re glad to hear you found Saran's advice confident and well informed.
Initial meeting experience
The recent meeting with Tomos was very informative, answered any questions or concerns we had and took place in an environment suitable for purpose.
2 de abril de 2026
Resposta da Clifton Wealth Partnership
Thank you. We’re glad to hear the meeting with Tomos was informative and that your questions were answered in a comfortable setting.
Resposta da Clifton Wealth Partnership
Thank you, Mark. We’re glad the advice was helpful and easy to work through.
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