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
189 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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Customer focused
Friendly; knowledgable; customer focused - listen to aspirations and concerns and try to 'tailor' a plan to suit your needs; trustworthy.
28 April 2026
Clifton is top class in terms of…
Clifton is top class in terms of service and performance
25 April 2026
One to one chat in office with Jeremy…
One to one chat in office with Jeremy questions answered and all done in relaxed atmosphere
15 April 2026
Reply from Clifton Wealth Partnership
Thank you, Mark. We’re pleased to hear your meeting with Jeremy was relaxed and that your questions were answered clearly.
Just an open and honest interview
Just an open and honest interview - good discussion etc
22 April 2026
Reply from Clifton Wealth Partnership
Thank you, Steven. We’re pleased to hear you found the discussion open and straightforward.
Matt gave sound service and advice
22 April 2026
Reply from Clifton Wealth Partnership
Thank you, Sue. We’re pleased to hear you received clear and reliable advice.
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.
18 April 2026
Reply from Clifton Wealth Partnership
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.
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.
17 April 2026
Reply from Clifton Wealth Partnership
Thank you, Elizabeth. We’re pleased to hear the service has met your expectations and that you feel well supported with your financial planning.
Reply from Clifton Wealth Partnership
Thank you, Janet. We’re pleased to hear you were happy with your review.
Reply from Clifton Wealth Partnership
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.
They deliver a good service and always…
They deliver a good service and always good advice.
9 April 2026
Reply from Clifton Wealth Partnership
Thank you, Abriena. We’re pleased to hear you’ve received consistent service and advice you can rely on.
Very personable adviser
Very personable adviser, informative and helpful. I am very pleased that I am being dealt with by this firm
16 April 2026
Reply from Clifton Wealth Partnership
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.
Communication of all relevant…
Communication of all relevant information was handled in a very professional manner.
9 April 2026
Reply from Clifton Wealth Partnership
Thank you, Matthew. We’re pleased to hear you felt our communication was clear and handled professionally.
Reply from Clifton Wealth Partnership
Thank you, John. We’re pleased to hear you had a positive experience with the session and your adviser.
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
10 April 2026
Reply from Clifton Wealth Partnership
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.
Reply from Clifton Wealth Partnership
Thank you, Susan. We’re glad to hear everything was explained clearly and that the experience felt friendly and approachable.
Reply from Clifton Wealth Partnership
Thank you, David. We’re glad to hear you feel understood and that the support has been professional.
Reply from Clifton Wealth Partnership
Thank you, Nigel. We’re glad to hear you found Saran's advice confident and well informed.
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.
2 April 2026
Reply from Clifton Wealth Partnership
Thank you. We’re glad to hear the meeting with Tomos was informative and that your questions were answered in a comfortable setting.
Reply from Clifton Wealth Partnership
Thank you, Mark. We’re glad the advice was helpful and easy to work through.
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