Clifton Wealth Partnership レビュー 

I first met Pete Harvey at Clifton Wealth Partnership many years ago now & have been so impressed with the professionalism and quality of support I have received. With all the changes in government legislation and so many unknowns in the future, I could not plan for my retirement years without him. I always enjoy my annual review meetings with Pete & the customer service received is outstanding. I wouldn’t hesitate in recommending Clifton Wealth Partnership to anyone that needs help & guidance with their financial affairs and planning for the future.

I would like to express my appreciation for the outstanding support provided by Clifton Asset Management in managing my pension portfolio during such difficult and uncertain economic times. Their guidance has been consistently clear, proactive, and reassuring, ensuring that I fully understand how my investments are positioned and why certain decisions are being made.

Excellent service!

Jeremy is most personable, helpful and, most importantly, knowledgeable.
We have always been more than satisfied with his service over the years and continue to be.

Constructive and very informative meeting with several options discussed.

Clear and useful guidance. I now know how to use Viewpoint.

Our local advisor looks after us well. A firm we can trust.

My advise Jeramy was very professional and explain it to me very will indeed

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 thoughtful way he explains everything and helps us plan ahead. We came away feeling organised, confident, and in very safe hands. Always a pleasure.

Great talking to James, really knowledgeable and always listens to our concerns.

Excellent financial advisor but very poor back office support for arranging annuities. Formal compliant made. Possibly just too few staff.

Good customer relation.
As a new customer, I have not yet been able to assess the result of their advice.

Very helpful, and understanding my needs and always willing to help you.

Excellent service, always good advice. Would highly recommend James at Clifton who has expertly guided us with our pensions & mortgages in the past.

Pete Harvey has been advising me for quite a few years now and over that time, we've built an open and honest relationship which I've valued enormously, built on trust and transparency. Pete has helped my navigate various scenarios with my financial affairs in that time, but never more so than helping me plan my retirement earlier this year. Being able to discuss all the options with Pete, ask questions, get solid advice and detailed explanations for everything was invaluable. It's such a big decision, considering the best pension and investment options once we finish work, and I really appreciated Pete taking a considerable amount of time with me, across several sessions, discussing everything. As a result, I'm very happy with my decisions and the resulting outcome. Going forwards, knowing Pete is there for me if I have any concerns or changes in circumstances is very reassuring and having an annual review means I can understand if everything is on track. After working full time for over 40 years, I'm grateful I can now enjoy the fruits of my labours, and Pete has been hugely instrumental in helping me achieve that.

I have found Clifton wealth to be very easy to deal with and my financial advisor Pete Harvey has been very easy to deal with looking at my needs and explaining things and giving very good advice. You are given the advice and ultimately its your decision what you wish to do. Their is not any pressure placed on you at all and are made to feel at ease. I cant fault anything with the service i have received.

I had an annual review with Peter Harvey a few days ago.
Arrival on time, polite , friendly and immediately put at ease.
Review fully discussed how investments performed.
Any changes to my situation, and the way forward for following year.
I am happy that my finances are with the best person/company.

I always get good advice from Alan - it's straightforward, succinct and he is able to answer all my naive questions without making me feel a complete idiot.

My experiences with Clifton Wealth Partnership have been nothing but positive throughout my time dealing with them. The range of products and the quality of the advice and consultation is exceptional, thanks to my Financial Planner Anthony Malcolm and my Paraplanner Anna Spendley. Both are always helpful, friendly, responsive and a pleasure to deal with. Anthony has a great ability to explain everything so clearly and thoroughly that I always feel completely informed and happy with every decision made.
In short, I thoroughly recommend Clifton Wealth Partnership (and Anthony Malcolm in particular) to anyone looking for financial consultation, advice and management.