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Clifton Wealth Partnership レビュヌ 

169
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TrustScore 5段階評䟡の5

4.9

ファむナンシャル プランナヌ
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レビュアヌのコメントを芋おみたしょう

5぀星のうち5の評䟡

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... もっず芋る

䌁業が回答したした

5぀星のうち5の評䟡

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.

5぀星のうち5の評䟡

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... もっず芋る

䌁業が回答したした

5぀星のうち5の評䟡

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... もっず芋る

䌁業が回答したした

䌁業情報

  1. ファむナンシャル プランナヌ
  2. 金融コンサルタント
  3. 投資サヌビス
  4. 非銀行系金融サヌビス

Clifton Wealth Partnership に぀いお

圓該䌁業による蚘述

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.

連絡先

4.9

優良

TrustScore 5段階評䟡の5

169件のレビュヌ

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ネガティブなレビュヌの 100に回答しおいたす

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この䌁業のTrustpilot 利甚方法

レビュヌや評䟡の取埗方法、スコアリング、モデレヌションのプロセスに぀いお確認する。

4.9

すべおのレビュヌ

(169)

過去12か月のレビュヌ数: 115件

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5぀星のうち5の評䟡

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.

2026幎4月18日
Clifton Wealth Partnership ロゎ

Clifton Wealth Partnership からの回答

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.

5぀星のうち5の評䟡

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.

2026幎4月17日
Clifton Wealth Partnership ロゎ

Clifton Wealth Partnership からの回答

Thank you, Elizabeth. We’re pleased to hear the service has met your expectations and that you feel well supported with your financial planning.

5぀星のうち4の評䟡

First contact/

Friendly & informative

2026幎4月9日
Clifton Wealth Partnership ロゎ

Clifton Wealth Partnership からの回答

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.

5぀星のうち5の評䟡

Very personable adviser

Very personable adviser, informative and helpful. I am very pleased that I am being dealt with by this firm

2026幎4月16日
Clifton Wealth Partnership ロゎ

Clifton Wealth Partnership からの回答

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.

5぀星のうち5の評䟡

Positive feedback


Positive feedback on the session and the advisor.

2026幎4月10日
Clifton Wealth Partnership ロゎ

Clifton Wealth Partnership からの回答

Thank you, John. We’re pleased to hear you had a positive experience with the session and your adviser.

5぀星のうち5の評䟡

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

2026幎4月10日
Clifton Wealth Partnership ロゎ

Clifton Wealth Partnership からの回答

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.

5぀星のうち5の評䟡

Saran was polite

Saran was polite, friendly and explained everything clearly.

2026幎4月9日
Clifton Wealth Partnership ロゎ

Clifton Wealth Partnership からの回答

Thank you, Susan. We’re glad to hear everything was explained clearly and that the experience felt friendly and approachable.

5぀星のうち5の評䟡

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.

2026幎4月2日
Clifton Wealth Partnership ロゎ

Clifton Wealth Partnership からの回答

Thank you. We’re glad to hear the meeting with Tomos was informative and that your questions were answered in a comfortable setting.

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