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... Zobacz więcej
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Aby chronić integralność platformy, każda recenzja na naszej platformie—zweryfikowana lub nie—jest sprawdzana przez nasze oprogramowanie działające w trybie 24/7. Technologia ta została zaprojektowana w celu identyfikowania i usuwania treści, które naruszają nasze wytyczne, w tym recenzji, które nie opierają się na prawdziwym doświadczeniu. Zdajemy sobie sprawę, że możemy nie wychwycić wszystkiego, dlatego możesz oflagować wszystko, co według Ciebie mogliśmy przeoczyć. Dowiedz się więcej
Zobacz, co mówią recenzenci
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... Zobacz więcej
Reakcja na opinię
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
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.... Zobacz więcej
Informacje dotyczące firmy
O Clifton Wealth Partnership
Napisane przez firmę
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.
Dane kontaktowe
69-71 Macrae Road, Pill,, BS20 0DD, Bristol, Zjednoczone Królestwo
- 01275 813 700
- enquiries@cliftonwealthpartnership.co.uk
- cliftonwealthpartnership.co.uk
4,9
Doskonała
137 recenzji
Zaprasza klientów do wystawiania recenzji
Ta firma zaprasza swoich klientów do recenzowania niezależnie czy to dobre, czy złe recenzje
Odpowiada na 100% z negatywnych recenzji
Zazwyczaj odpowiada w ciągu 48 godzin
Jak firma korzysta z Trustpilot
Dowiedz się, w jaki sposób pozyskiwane, oceniane i moderowane są ich recenzje i oceny.
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 maja 2026
Advice I trust which is given with a…
Advice I trust which is given with a good discussion.
31 maja 2026
Alison is very professional and…
Alison is very professional and efficient and a pleasure to work with.
6 czerwca 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 maja 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 maja 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 kwietnia 2026
James always gives me the information…
James always gives me the information in a way that is easy to understand
27 maja 2026
Good advice.
16 maja 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 maja 2026
Friendly Adviser Experience
10 maja 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 maja 2026
Opinia niezależna
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 kwietnia 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 maja 2026
Bob always gives a very informative…
Bob always gives a very informative appointment he is clear and confident. A very nice approach.
30 kwietnia 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 kwietnia 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 kwietnia 2026
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