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... Se mer
Även om vi inte verifierar specifika påståenden eftersom omdömeslämnarnas åsikter är deras egna, kan vi märka omdömen med en ”verifierat”‑etikett ifall vi kan bekräfta att en företagsinteraktion har ägt rum. Läs mer
För att skydda plattformens integritet granskas både verifierade och overifierade omdömen av vår automatiserade programvara som är tillgänglig dygnet runt. Tekniken är utformad för att identifiera och ta bort innehåll som bryter mot våra riktlinjer, inklusive omdömen som inte är baserade på en äkta upplevelse. Vi är medvetna om att vi inte kan lägga märke till allt. Det går att flagga sådant som du tror att vi kan ha missat. Läs mer
Det här tycker kunderna
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... Se mer
Företaget har svarat
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... Se mer
Företaget har svarat
Företagsinformation
Om Clifton Wealth Partnership
Skrivet av företaget
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.
Kontaktuppgifter
69-71 Macrae Road, Pill,, BS20 0DD, Bristol, Storbritannien
- 01275 813 700
- enquiries@cliftonwealthpartnership.co.uk
- cliftonwealthpartnership.co.uk
4,9
Utmärkt
171 omdömen
Ber kunder att lämna omdömen
Detta företag bjuder in sina kunder att lämna omdömen – oavsett om de är positiva eller negativa
Har besvarat 100 % av sina negativa omdömen
Svarar vanligtvis inom 48 timmar
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Se hur deras omdömen och betyg hämtas, betygsätts och modereras.
Dave was really helpful in explaining…
Dave was really helpful in explaining our finances and planning for later years.
21 mars 2025
Omdöme utan inbjudan
Svar från Clifton Wealth Partnership
Thank you, William. We’re so pleased to hear Dave was helpful in guiding you through your financial planning. Supporting you with clarity is exactly what we aim for.
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 maj 2025
Omdöme utan inbjudan
Svar från 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 maj 2025
Omdöme utan inbjudan
Svar från 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 maj 2025
Omdöme utan inbjudan
Svar från 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 april 2025
Omdöme utan inbjudan
Svar från 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 maj 2025
Omdöme utan inbjudan
Svar från 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 maj 2025
Omdöme utan inbjudan
Svar från 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 maj 2025
Omdöme utan inbjudan
Svar från 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 december 2024
Omdöme utan inbjudan
Svar från 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 maj 2025
Omdöme utan inbjudan
Svar från 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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