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... Leggi di più
Anche se non controlliamo le affermazioni specifiche, trattandosi di opinioni personali, etichettiamo le recensioni come “Verificate” quando riusciamo a confermare che c'è stata un'interazione commerciale effettiva. Leggi di più
Per proteggere l'integrità della piattaforma, ogni recensione presente sul sito, verificata o meno, viene monitorata dai nostri sistemi automatici 24 ore su 24. Questa tecnologia è progettata per individuare e rimuovere i contenuti che non rispettano le nostre regole, come le recensioni non basate su esperienze autentiche Siamo consapevoli che potremmo non riuscire a cogliere proprio tutto, quindi puoi segnalarci qualsiasi cosa pensi che ci sia sfuggita. Leggi di più
Scopri cosa dicono le persone
I had a good conversation with my adviser who asked questions I was able to answer. It's good to know my money is safe and being looked after. I asked for a paper copy to complete my ATR questionnai... Leggi di più
Having worked with David over several years, and hope for many more, and I have had nothing but great advise and trust him wholeheartedly with my wife and my pension funds. I would recommend him with... Leggi di più
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... Leggi di più
L'azienda ha risposto
Dettagli dell'azienda
- Pianificatore finanziario
- Consulente finanziario
- Servizio di investimenti
- Servizi finanziari non bancari
Informazioni su Clifton Wealth Partnership
Scritti dall'azienda
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.
Informazioni di contatto
69-71 Macrae Road, Pill,, BS20 0DD, Bristol, Regno Unito
- 01275 813 700
- enquiries@cliftonwealthpartnership.co.uk
- cliftonwealthpartnership.co.uk
4,9
Eccellente
164 recensioni
Chiedi ai clienti di scrivere una recensione
Questa azienda invita i propri clienti a scrivere recensioni - sia positive che negative
Ha risposto al 100% delle recensioni negative ricevute
Solitamente risponde entro 48 ore
Come questa azienda usa Trustpilot
Scopri come vengono raccolte, valutate e moderate le loro recensioni e valutazioni.
Extra mile, always
The advisor has consistently gone the extra mile to understand my needs and finding suitable options for them.
20 giugno 2026
Face to face meeting.
Face to face meeting leading to a more personal interaction. Agreement on forward financial planning.
13 giugno 2026
Everything explained in simple terms
Everything explained in simple terms, very friendly.After previously been with a different Financial advisor this is a completely different and more informative experience
12 giugno 2026
Understanding and honest discussions.
Understanding and honest discussions.
100% trust in recommendations.
Informative and possible recommendations presented in calm and polite manner.
Total trust in any recommendations
11 giugno 2026
Bob Thomas always listens and is…
Bob Thomas always listens and is extremely helpful to me always .
11 giugno 2026
Kirkcaldy branch annual review
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. Moving onto the annual review, again everything was clearly explained in terms that we could readily understand and we came away feeling that we knew everything we needed to know for the coming years investment.
16 maggio 2026
Advice I trust which is given with a…
Advice I trust which is given with a good discussion.
31 maggio 2026
Alison is very professional and…
Alison is very professional and efficient and a pleasure to work with.
6 giugno 2026
Financial adviser certainly recommended
The representative has been and was exceptional during the review giving options and realistic projections.
My wife and I have dealt with the representative over many years and he as always been considerate, professional in his approach and given a fair and balanced forecast of any options that may be necessary for my wife and I to make any informed decision for financial purpose.
Excellent service, knowledge and understanding in general.
23 maggio 2026
Aaron was very clear and precise on all…
Aaron was very clear and precise on all the relevant information and helped us understand what was required.
27 maggio 2026
Have found Conor very helpful with…
Have found Conor very helpful with enquiries relating to my previous adviser and offering good advice generally.
29 aprile 2026
James always gives me the information…
James always gives me the information in a way that is easy to understand
27 maggio 2026
Good advice.
16 maggio 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 maggio 2026
Friendly Adviser Experience
10 maggio 2026
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