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
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Lees wat reviewers zeggen
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.... Toon meer
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... Toon meer
Bedrijf heeft geantwoord
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 han... Toon meer
Bedrijfsgegevens
Over Clifton Wealth Partnership
Geschreven door het bedrijf
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.
Contactgegevens
69-71 Macrae Road, Pill,, BS20 0DD, Bristol, Verenigd Koninkrijk
- 01275 813 700
- enquiries@cliftonwealthpartnership.co.uk
- cliftonwealthpartnership.co.uk
4,9
Uitstekend
128 reviews
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Dit bedrijf nodigt klanten uit om een review achter te laten. Deze mag zowel positief als negatief zijn.
Heeft 100% van zijn negatieve reviews beantwoord
Reageert doorgaans binnen 48 uur
Zo gebruikt dit bedrijf Trustpilot
Ontdek hoe ze hun reviews verzamelen, beoordelen en modereren.
Good advice.
16 mei 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 mei 2026
Friendly Adviser Experience
10 mei 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 mei 2026
Review zonder uitnodiging
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 april 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 mei 2026
Bob always gives a very informative…
Bob always gives a very informative appointment he is clear and confident. A very nice approach.
30 april 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 april 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 april 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 april 2026
James was as helpful and understandable…
James was as helpful and understandable as ever, thank you!
28 april 2026
My discussion with my advisor was very…
My discussion with my advisor was very informative, & reassuring.
2 mei 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 april 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 april 2026
Customer focused
Friendly; knowledgable; customer focused - listen to aspirations and concerns and try to 'tailor' a plan to suit your needs; trustworthy.
28 april 2026
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