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... Näytä lisää
Emme tarkista arvosteluissa esitettyjen väitteiden paikkansapitävyyttä, sillä arvostelut ovat arvostelijoiden omia mielipiteitä. Arvostelu voi kuitenkin saada Varmennettu-merkinnän, jos pystymme todentamaan, että arvostelun kirjoittaja on asioinut yrityksen kanssa. Lue lisää
Alustan luotettavuuden varmistamiseksi kaikkien arvostelujen – varmennettujen ja varmentamattomien – on läpäistävä automaattinen seulonta, joka on käynnissä kellon ympäri. Järjestelmä tunnistaa ja poistaa ohjeistustemme vastaisen sisällön – myös arvostelut, jotka eivät perustu aitoon asiointiin. Tiedostamme, että asiattomia arvosteluja saattaa tästä huolimatta päästä läpi. Voit tehdä meille ilmoituksen mistä tahansa arvostelusta, jonka uskot jääneen meiltä huomaamatta. Lue lisää
Katso, mitä arvostelun kirjoittajat sanovat
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... Näytä lisää
Yritys on vastannut
Having worked with David over several years, and hope for many more, and I have had nothing but great advise and trust him wholeheartedly with my wife and my pension funds. I would recommend him with... Näytä lisää
I had a good conversation with my adviser who asked questions I was able to answer. It's good to know my money is safe and being looked after. I asked for a paper copy to complete my ATR questionnai... Näytä lisää
Yrityksen tiedot
Tietoja yrityksestä Clifton Wealth Partnership
Yrityksen kirjoittama
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.
Yhteystiedot
69-71 Macrae Road, Pill,, BS20 0DD, Bristol, Yhdistynyt kuningaskunta
- 01275 813 700
- enquiries@cliftonwealthpartnership.co.uk
- cliftonwealthpartnership.co.uk
4,9
Erinomainen
166 arvostelua
Pyytää asiakkailta arvosteluja
Tämä yritys pyytää asiakkailtaan arvosteluja – olivat ne sitten hyviä tai huonoja
On vastannut 100 %: iin saamistaan huonoista arvosteluista
Vastaa yleensä 48 tunnin sisällä
Kuinka tämä yritys käyttää Trustpilotia
Tutustu arvostelujen ja arvosanojen lähteisiin, pisteytykseen ja moderointiin.
I have the utmost respect for my…
I have the utmost respect for my advisor David Rayan, who is part of Clifton Wealth Partnership. He has guided us through some very turbulent world affairs, which obviously affect world markets.
Clifton Wealth Partnership offer the professionalism that make you feel confident in your choices.
25. kesäkuuta 2026
First time for us to meet Sam and we…
First time for us to meet Sam and we found him to be very friendly and helpful. The recommendations he made were great, he advised us on lots of things we hadn’t considered. After our meeting Sam was quick to send us an update on what we had discussed it made us feel we were in safe hands. I would recommend Clifton wealth partnership.
18. kesäkuuta 2026
Extra mile, always
The advisor has consistently gone the extra mile to understand my needs and finding suitable options for them.
20. kesäkuuta 2026
Face to face meeting.
Face to face meeting leading to a more personal interaction. Agreement on forward financial planning.
13. kesäkuuta 2026
Everything explained in simple terms
Everything explained in simple terms, very friendly.After previously been with a different Financial advisor this is a completely different and more informative experience
12. kesäkuuta 2026
Understanding and honest discussions.
Understanding and honest discussions.
100% trust in recommendations.
Informative and possible recommendations presented in calm and polite manner.
Total trust in any recommendations
11. kesäkuuta 2026
Bob Thomas always listens and is…
Bob Thomas always listens and is extremely helpful to me always .
11. kesäkuuta 2026
Kirkcaldy branch annual review
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. Moving onto the annual review, again everything was clearly explained in terms that we could readily understand and we came away feeling that we knew everything we needed to know for the coming years investment.
16. toukokuuta 2026
Advice I trust which is given with a…
Advice I trust which is given with a good discussion.
31. toukokuuta 2026
Alison is very professional and…
Alison is very professional and efficient and a pleasure to work with.
6. kesäkuuta 2026
Financial adviser certainly recommended
The representative has been and was exceptional during the review giving options and realistic projections.
My wife and I have dealt with the representative over many years and he as always been considerate, professional in his approach and given a fair and balanced forecast of any options that may be necessary for my wife and I to make any informed decision for financial purpose.
Excellent service, knowledge and understanding in general.
23. toukokuuta 2026
Aaron was very clear and precise on all…
Aaron was very clear and precise on all the relevant information and helped us understand what was required.
27. toukokuuta 2026
Have found Conor very helpful with…
Have found Conor very helpful with enquiries relating to my previous adviser and offering good advice generally.
29. huhtikuuta 2026
James always gives me the information…
James always gives me the information in a way that is easy to understand
27. toukokuuta 2026
Good advice.
16. toukokuuta 2026
Review meeting with Clifton Wealth
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
13. toukokuuta 2026
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