I have been looked after by Clifton Wealth Partnership for over 7 years. I have been given sound financial advice and support the entire time. They explained every step with my draw down pension, ev... Toon meer
We verifiëren geen specifieke claims omdat reviewers hun eigen mening mogen geven. We kunnen reviews echter wel als 'Geverifieerd' bestempelen als we bevestiging hebben dat er een zakelijke interactie heeft plaatsgevonden. Meer informatie
Om de integriteit van het platform te beschermen, wordt elke review op ons platform – al dan niet geverifieerd – gescreend door onze geautomatiseerde software. Deze software kan inhoud identificeren en verwijderen die in strijd is met onze richtlijnen, inclusief reviews die niet zijn gebaseerd op een echte ervaring. We zijn ons ervan bewust dat we weleens wat over het hoofd zien, dus je kunt altijd reviews rapporteren waarvan je denkt dat we ze hebben gemist Meer informatie
Lees wat reviewers zeggen
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... Toon meer
Bedrijf heeft geantwoord
Aaron the Advisor who is assigned to help with my pension review was help in guiding me with good advice. The returns from last year were really encouraging.
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... Toon meer
Bedrijf heeft geantwoord
Bedrijfsgegevens
Over Clifton Wealth Partnership
Geschreven door het bedrijf
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.
Contactgegevens
69-71 Macrae Road, Pill,, BS20 0DD, Bristol, Verenigd Koninkrijk
- 01275 813 700
- enquiries@cliftonwealthpartnership.co.uk
- cliftonwealthpartnership.co.uk
4,9
Uitstekend
171 reviews
Vraagt klanten om een review
Dit bedrijf nodigt klanten uit om een review achter te laten. Deze mag zowel positief als negatief zijn.
Heeft 100% van zijn negatieve reviews beantwoord
Reageert doorgaans binnen 48 uur
Zo gebruikt dit bedrijf Trustpilot
Ontdek hoe ze hun reviews verzamelen, beoordelen en modereren.
Dave was really helpful in explaining…
Dave was really helpful in explaining our finances and planning for later years.
21 maart 2025
Review zonder uitnodiging
Antwoord van Clifton Wealth Partnership
Thank you, William. We’re so pleased to hear Dave was helpful in guiding you through your financial planning. Supporting you with clarity is exactly what we aim for.
Clifton saved my company
Clifton saved my company with their expertise in financing via our pensions. I have used Clifton since 2010 and have nothing but praise for their services.
9 mei 2025
Review zonder uitnodiging
Antwoord van Clifton Wealth Partnership
Thank you, Phil. It means a great deal to hear how impactful our support has been for you and your company. We truly appreciate your trust over the years. It’s been a privilege to work with you since 2010.
Professional & personal
Very professional service with the personal touch, I have been extremely satisfied with there investment and pension services .
8 mei 2025
Review zonder uitnodiging
Antwoord van Clifton Wealth Partnership
Thank you for your kind words. We're really pleased to hear you've been satisfied with our investment and pension services. If there's ever anything more we can help with, just let us know.
knowledgeable and patient.
David Bentley is knowledgeable and patient, explaining everything in layman terms. He’s given us a lot of sound advice over the years.
8 mei 2025
Review zonder uitnodiging
Antwoord van Clifton Wealth Partnership
Thank you, Melanie. It’s great to hear how much you’ve valued David’s clear and thoughtful advice over the years. Taking the time to explain things properly is so important - and we're glad it’s made a difference.
Insightful and tailored excellence.
Insightful and excellent tailored advice in a professional but friendly manner.
30 april 2025
Review zonder uitnodiging
Antwoord van Clifton Wealth Partnership
Thank you, Owain. We’re really pleased to hear the advice felt both insightful and personal. If there’s anything else you need, just let us know.
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 mei 2025
Review zonder uitnodiging
Antwoord van 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 mei 2025
Review zonder uitnodiging
Antwoord van 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 mei 2025
Review zonder uitnodiging
Antwoord van 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 december 2024
Review zonder uitnodiging
Antwoord van 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 mei 2025
Review zonder uitnodiging
Antwoord van 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.
Dit is Trustpilot
Iedereen kan een review op Trustpilot achterlaten n.a.v. een ervaring met een bedrijf. Gebruikers hebben het recht om hun feedback op elk moment te wijzigen of te verwijderen, en elke gepubliceerde review is zichtbaar zolang het account van de betreffende gebruiker actief is.
Wij beveiligen ons platform met behulp van toegewijde specialisten en slimme technologieën. Lees meer over hoe wij nepreviews bestrijden.
Lees meer over Trustpilots reviewproces.
Hier vind je 8 tips voor het schrijven van een goede review.
Verificatie helpt ervoor te zorgen dat echte mensen de reviews schrijven die je op Trustpilot ziet staan.
Beloningen aanbieden voor reviews of een slechts een bepaalde groep mensen vragen om een review te schrijven, kan de TrustScore beïnvloeden. Dit is in strijd met onze richtlijnen.