Very informative about my pensions and I've every confidence that my money will be looked after by Clifton wealth. Sarah was very knowledgeable and made me feel at ease whilst we chatted plus she took... Zobacz więcej
Chociaż nie weryfikujemy konkretnych wypowiedzi, ponieważ opinie recenzentów są ich własnymi opiniami, recenzje mogą zostać oznaczone jako „Zweryfikowane”, jeśli uda nam się potwierdzić, że doszło do rzeczywistej interakcji biznesowej. Dowiedz się więcej
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
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
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
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... 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
167 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.
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 kwietnia 2026
Odpowiedź od 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 kwietnia 2026
Odpowiedź od 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 kwietnia 2026
Odpowiedź od 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 kwietnia 2026
Odpowiedź od 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 kwietnia 2026
Odpowiedź od 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.
Odpowiedź od Clifton Wealth Partnership
Thank you, Janet. We’re pleased to hear you were happy with your review.
Odpowiedź od 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 kwietnia 2026
Odpowiedź od 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 kwietnia 2026
Odpowiedź od 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 kwietnia 2026
Odpowiedź od Clifton Wealth Partnership
Thank you, Matthew. We’re pleased to hear you felt our communication was clear and handled professionally.
Odpowiedź od 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 kwietnia 2026
Odpowiedź od 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.
Odpowiedź od Clifton Wealth Partnership
Thank you, Susan. We’re glad to hear everything was explained clearly and that the experience felt friendly and approachable.
Odpowiedź od Clifton Wealth Partnership
Thank you, David. We’re glad to hear you feel understood and that the support has been professional.
Odpowiedź od 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 kwietnia 2026
Odpowiedź od 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.
Odpowiedź od 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 marca 2026
Odpowiedź od 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.
Odpowiedź od Clifton Wealth Partnership
Thank you, Karen. We’re glad to hear Jeremy was helpful and that you received a clear and informative service.
Doświadczenie Trustpilot
Każdy może napisać recenzję na Trustpilot. Osoby, które wystawiają opinie, mają prawo do ich edytowania lub usuwania w dowolnym momencie. Będą one wyświetlane, dopóki aktywne jest konto.
Wykorzystujemy wiedzę odpowiednio wykwalifikowanych pracowników oraz sprytną technologię, aby chronić naszą platformę. Dowiedz się, jak zwalczamy fałszywe recenzje.
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Oferowanie zachęt w zamian za pisanie recenzji lub wysyłanie próśb o ich wystawienie w sposób selektywny może wpłynąć na TrustScore, co jest sprzeczne z naszymi wytycznymi.