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.
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 maggio 2025
Non scritta su invito
Risposta di 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 maggio 2025
Non scritta su invito
Risposta di 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 maggio 2025
Non scritta su invito
Risposta di 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 dicembre 2024
Non scritta su invito
Risposta di 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 maggio 2025
Non scritta su invito
Risposta di 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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