Clifton Wealth Partnership レビュー 131

Very knowledgeable and helpful, friendly too.

Have found Conor very helpful with enquiries relating to my previous adviser and offering good advice generally.

James always gives me the information in a way that is easy to understand

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

Face to face contact and helpful advice

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.

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!

Friendly advice, profesional service.

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.

Bob always gives a very informative appointment he is clear and confident. A very nice approach.

My adviser Bob , is always helpful and well informed. Provides good clear information which helps clients to make good decisions.

The chat we had was great and put my mind at rest with the advice I got thank you

They are friendly professional and have great knowledge of financial management. Would recommend to anyone looking to make most of their finances. I feel I'm in good hands with Clifton.

James was as helpful and understandable as ever, thank you!

My discussion with my advisor was very informative, & reassuring.

Very helpful

The meeting was very professional and informative

Alison is truly amazing. As my financial planner she's highly professional , experienced, honest in her advice and recommendations and she delivers excellent service. It's only because of her that she's significantly increased the worth of my SIPP. Not only that she's genuinely a nice, friendly person and we have a great relationship. Long may it continue.