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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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.... Voir plus
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... Voir plus
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... Voir plus
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À propos de l'entreprise
- Planificateur financier
- Conseiller financier
- Conseil en investissement
- Société financière non banquière
À propos de Clifton Wealth Partnership
Écrit par l'entreprise
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.
Coordonnées de contact
69-71 Macrae Road, Pill,, BS20 0DD, Bristol, Royaume-Uni
- 01275 813 700
- enquiries@cliftonwealthpartnership.co.uk
- cliftonwealthpartnership.co.uk
4,9
Excellent
127 avis
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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 mai 2026
Friendly Adviser Experience
10 mai 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 mai 2026
Avis spontané
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 avril 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 mai 2026
Bob always gives a very informative…
Bob always gives a very informative appointment he is clear and confident. A very nice approach.
30 avril 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 avril 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 avril 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 avril 2026
James was as helpful and understandable…
James was as helpful and understandable as ever, thank you!
28 avril 2026
My discussion with my advisor was very…
My discussion with my advisor was very informative, & reassuring.
2 mai 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 avril 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 avril 2026
Customer focused
Friendly; knowledgable; customer focused - listen to aspirations and concerns and try to 'tailor' a plan to suit your needs; trustworthy.
28 avril 2026
Clifton is top class in terms of…
Clifton is top class in terms of service and performance
25 avril 2026
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