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
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
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
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
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
166 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.
Just an open and honest interview
Just an open and honest interview - good discussion etc
22 aprile 2026
Risposta di 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 aprile 2026
Risposta di 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 aprile 2026
Risposta di 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 aprile 2026
Risposta di 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.
Risposta di Clifton Wealth Partnership
Thank you, Janet. We’re pleased to hear you were happy with your review.
Risposta di 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 aprile 2026
Risposta di 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 aprile 2026
Risposta di 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 aprile 2026
Risposta di Clifton Wealth Partnership
Thank you, Matthew. We’re pleased to hear you felt our communication was clear and handled professionally.
Risposta di 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 aprile 2026
Risposta di 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.
Risposta di Clifton Wealth Partnership
Thank you, Susan. We’re glad to hear everything was explained clearly and that the experience felt friendly and approachable.
Risposta di Clifton Wealth Partnership
Thank you, David. We’re glad to hear you feel understood and that the support has been professional.
Risposta di 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 aprile 2026
Risposta di 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.
Risposta di Clifton Wealth Partnership
Thank you, Mark. We’re glad the advice was helpful and easy to work through.
Paul Smith
Paul Smith, who we have known for many years, continues to bring his expertise & knowledge to every financial review. Now he has the backing of CWP, this can only broaden & consolidate his position.
25 marzo 2026
Risposta di Clifton Wealth Partnership
Thank you, Simon. It’s great to hear your positive experience with Paul continues to come through in your reviews, and that the wider support from Clifton Wealth Partnership is adding to that.
Risposta di Clifton Wealth Partnership
Thank you, Karen. We’re glad to hear Jeremy was helpful and that you received a clear and informative service.
Always made welcome
Always made welcome . Good presentation of investment. Good advice given to reflect needs
23 marzo 2026
Risposta di Clifton Wealth Partnership
Thank you, Brian. We’re pleased to hear you feel welcome and that the advice and presentation reflect your needs.
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