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... See more
Company replied
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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... See more
Company replied
Speaking to Jeremy was a very positive experience. He explained things thoroughly and was very patient if I needed further explanation. He took the time to ensure I understood everything. He even sugg... See more
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... See more
Company replied
Company details
About Clifton Wealth Partnership
Written by the company
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.
Contact info
69-71 Macrae Road, Pill,, BS20 0DD, Bristol, United Kingdom
- 01275 813 700
- enquiries@cliftonwealthpartnership.co.uk
- cliftonwealthpartnership.co.uk
4.9
Excellent
190 reviews
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This company invites their customers to review, whether positive or negative
Replied to 100% of negative reviews
Typically replies within 48 hours
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Professional & personal
Very professional service with the personal touch, I have been extremely satisfied with there investment and pension services .
May 8, 2025
Unprompted review
Reply from 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.
May 8, 2025
Unprompted review
Reply from 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.
April 30, 2025
Unprompted review
Reply from 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.
May 8, 2025
Unprompted review
Reply from 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
May 8, 2025
Unprompted review
Reply from 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
May 8, 2025
Unprompted review
Reply from 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
December 16, 2024
Unprompted review
Reply from 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.
May 8, 2025
Unprompted review
Reply from 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.
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