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... Toon meer
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Lees wat reviewers zeggen
Have been with Clifton for a number of years. All runs smoothly and the annual review is very useful with your dedicated financial advisor. Emily, my advisor, was very thorough. Friendly and professio... Toon meer
Our financial advisor is excellent - he is very knowledgeable, skilled and easy to get along with always providing us with tailored advice to suit our current situation. Thankyou!
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... Toon meer
Bedrijf heeft geantwoord
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
175 reviews
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Heeft 100% van zijn negatieve reviews beantwoord
Reageert doorgaans binnen 48 uur
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Tom is professional and friendly.
27 februari 2026
Antwoord van Clifton Wealth Partnership
Thank you, Tricia. We’re glad to hear Tom was both professional and friendly. That’s exactly the experience we aim to provide.
Annual pension portfolio review.
The review was conducted in a very calm and professional environment, and the portfolio up to date and very visual.
Jeremy was very understanding of my personal situation and was open to my comments about how the portfolio had performed, which was very well, and some changes I would like him to investigate for the future .
I also received good advice and information about future pension changes to consider.
Excellent review.
5 maart 2026
Antwoord van Clifton Wealth Partnership
Thank you, Janet. We’re pleased to hear the review with Jeremy was clear and helpful, and that you felt comfortable discussing your portfolio and future plans. It’s good to know the advice and guidance around your pension and next steps was useful.
Financial modeling
Really helpful financial modeling gave me great insights into the future
21 februari 2026
Antwoord van Clifton Wealth Partnership
Thank you for your feedback. We’re pleased to hear the financial modelling gave you clear insight into the future and helped you feel more informed about your plans.
First class service by Jeremy Phelps
Jeremy provides a first class service in a professional and friendly manner,his knowledge of the pension and investment markets is second to none,he is extremely helpful.Thank you
19 februari 2026
Antwoord van Clifton Wealth Partnership
Thank you, Pat. We’re pleased to hear that Jeremy’s professional and friendly approach, along with his knowledge of the pension and investment markets, has given you confidence. We appreciate your feedback and your kind words.
I had a very good review with Tom he…
I had a very good review with Tom he made me feel very relaxed and explained everything I needed to know to know
18 februari 2026
Antwoord van Clifton Wealth Partnership
Thank you, Clive. We’re pleased to hear you had a good review with Tom and that he made you feel relaxed while clearly explaining everything you needed to know. That’s exactly the experience we aim to provide.
Antwoord van Clifton Wealth Partnership
Thank you, Peter. We’re glad to hear your meeting with Alison was helpful, as always. We’ll be sure to pass on your feedback.
Professional, knowledgeable & excellent customer service
I first met Pete Harvey at Clifton Wealth Partnership many years ago now & have been so impressed with the professionalism and quality of support I have received. With all the changes in government legislation and so many unknowns in the future, I could not plan for my retirement years without him. I always enjoy my annual review meetings with Pete & the customer service received is outstanding. I wouldn’t hesitate in recommending Clifton Wealth Partnership to anyone that needs help & guidance with their financial affairs and planning for the future.
24 februari 2026
Antwoord van Clifton Wealth Partnership
Thank you, Baldwin. We’re really pleased to hear how highly you value the support from Pete over the years. Ongoing guidance, especially with changing legislation and future uncertainty, is exactly where we aim to add clarity and confidence. It’s great that you continue to find your annual reviews helpful, and we appreciate your recommendation.
Clifton Asset Management’s professionalism
I would like to express my appreciation for the outstanding support provided by Clifton Asset Management in managing my pension portfolio during such difficult and uncertain economic times. Their guidance has been consistently clear, proactive, and reassuring, ensuring that I fully understand how my investments are positioned and why certain decisions are being made.
20 februari 2026
Antwoord van Clifton Wealth Partnership
Thank you, Ken. We appreciate your kind words and are pleased to hear that our guidance has been clear and reassuring during uncertain times. Ensuring you understand how your pension is positioned and the reasons behind decisions is central to the way we work, so it’s great to know that has come through.
Antwoord van Clifton Wealth Partnership
Thank you, Geoffrey. We’re glad you received excellent service and appreciate you taking the time to share your feedback.
Jeremy is most personable
Jeremy is most personable, helpful and, most importantly, knowledgeable.
We have always been more than satisfied with his service over the years and continue to be.
12 februari 2026
Antwoord van Clifton Wealth Partnership
Thank you, Mike. We’re pleased to hear that Jeremy’s personable and knowledgeable approach continues to give you confidence. It’s great to know you’ve been consistently satisfied with the service over the years.
Constructive and very informative…
Constructive and very informative meeting with several options discussed.
17 februari 2026
Antwoord van Clifton Wealth Partnership
Thank you, Terence. We’re pleased to hear you found the meeting constructive and informative, with clear options to consider. That’s exactly how we aim to support you in making confident decisions.
Clear and useful guidance
Clear and useful guidance. I now know how to use Viewpoint.
9 februari 2026
Antwoord van Clifton Wealth Partnership
Thank you, Amanda. We’re pleased the guidance was clear and helpful, and that you now feel confident using MyViewpoint. Thank you again for your feedback.
Our local advisor looks after us well
Our local advisor looks after us well. A firm we can trust.
7 februari 2026
Antwoord van Clifton Wealth Partnership
Thank you, Synthea. We’re pleased to hear you feel well looked after and that you see us as a firm you can trust, and we appreciate your feedback
My advise Jeramy was very professional…
My advise Jeramy was very professional and explain it to me very will indeed
4 februari 2026
Antwoord van Clifton Wealth Partnership
Thank you, Andrew. We’re glad to hear Jeremy’s support was clear and professional, that’s exactly the experience we aim to deliver.
Annual Financial Review – Exceptionally Reassuring and Insightful
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 thoughtful way he explains everything and helps us plan ahead. We came away feeling organised, confident, and in very safe hands. Always a pleasure.
9 februari 2026
Antwoord van Clifton Wealth Partnership
Thank you for the lovely feedback. We're so pleased to hear your review with Alan left you feeling confident and supported. Clear, thoughtful planning is exactly what we strive for at Clifton Wealth Partnership.
Great talking to James
Great talking to James, really knowledgeable and always listens to our concerns.
28 januari 2026
Antwoord van Clifton Wealth Partnership
Thank you, Frances. We're glad to hear your conversations with James have been helpful and reassuring.
Excellent financial advisor but very…
Excellent financial advisor but very poor back office support for arranging annuities. Formal compliant made. Possibly just too few staff.
17 januari 2026
Antwoord van Clifton Wealth Partnership
Hi Andrew, thank you for your feedback. We are sorry that our back-office support did not meet expectations when arranging your annuity.
We can confirm that your complaint has been received and is being handled in line with our complaints procedure. We will continue to engage with you directly as part of that process.
Good customer relation.
Good customer relation.
As a new customer, I have not yet been able to assess the result of their advice.
11 januari 2026
Antwoord van Clifton Wealth Partnership
Hi Barbara,
Thank you for taking the time to leave a review. We’re pleased to hear you’ve had a positive experience so far and we look forward to supporting you further as your journey with us continues.
Personal Finance
Very helpful, and understanding my needs and always willing to help you.
22 december 2025
Antwoord van Clifton Wealth Partnership
Thank you for your kind words. We're really pleased to hear the support has felt helpful and tailored to your needs.
Excellent financial advisors
27 december 2025
Antwoord van Clifton Wealth Partnership
Thank you for the great feedback, we're glad to hear you've had a positive experience with Clifton Wealth Partnership.
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