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... Se mere
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Se, hvad kunderne siger
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.
Virksomheden har svaret
I have had excellent advice and guidance from Pete Harvey at Clifton Wealth for over 9 years. He is knowledgeable, makes things easy to understand, and always delivers on any agreed actions. I highly... Se mere
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I was given good advice after being asked what I was looking to do. Suggestions were made but I was not steered into making my decision. Also, I feel I can get in contact with any queries, big or smal... Se mere
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Virksomhedsoplysninger
Om Clifton Wealth Partnership
Skrevet af virksomheden
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.
Kontaktoplysninger
69-71 Macrae Road, Pill,, BS20 0DD, Bristol, Storbritannien
- 01275 813 700
- enquiries@cliftonwealthpartnership.co.uk
- cliftonwealthpartnership.co.uk
4,8
Fremragende
108 anmeldelser
Har besvaret 100 % af deres negative anmeldelser
Svarer typisk inden for 48 timer
Sådan bruger denne virksomhed Trustpilot
Se, hvordan deres anmeldelser og bedømmelser indsamles, vurderes og modereres.
Clifton is top class in terms of…
Clifton is top class in terms of service and performance
25. april 2026
One to one chat in office with Jeremy…
One to one chat in office with Jeremy questions answered and all done in relaxed atmosphere
15. april 2026
Besvarelse fra Clifton Wealth Partnership
Thank you, Mark. We’re pleased to hear your meeting with Jeremy was relaxed and that your questions were answered clearly.
Just an open and honest interview
Just an open and honest interview - good discussion etc
22. april 2026
Besvarelse fra 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. april 2026
Besvarelse fra 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. april 2026
Besvarelse fra 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. april 2026
Besvarelse fra 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.
Besvarelse fra Clifton Wealth Partnership
Thank you, Janet. We’re pleased to hear you were happy with your review.
Besvarelse fra 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. april 2026
Besvarelse fra 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. april 2026
Besvarelse fra 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. april 2026
Besvarelse fra Clifton Wealth Partnership
Thank you, Matthew. We’re pleased to hear you felt our communication was clear and handled professionally.
Besvarelse fra 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. april 2026
Besvarelse fra 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.
Besvarelse fra Clifton Wealth Partnership
Thank you, Susan. We’re glad to hear everything was explained clearly and that the experience felt friendly and approachable.
Besvarelse fra Clifton Wealth Partnership
Thank you, David. We’re glad to hear you feel understood and that the support has been professional.
Confident and knowledgeable advisor…
Confident and knowledgeable advisor (Saran Latham)
27. marts 2026
Besvarelse fra 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. april 2026
Besvarelse fra 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.
Besvarelse fra 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. marts 2026
Besvarelse fra 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.
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