Clifton Wealth Partnership Reviews 

I have been a client of this company for several years now and have always found them to be extremely knowledgeable, friendly, and my advisor (Peter) is always available to help on financial matters. I trust this company to provide me with accurate and dependable advice and they also have an extensive network of contacts with other companies that can provide services not directly covered in-house, for example legal support for Wills and POAs, at what I consider reasonable cost.

I would recommend them to anyone looking to increase their investment returns while managing investment risk while navigating this complex area.

Everyone has been very helpful and always a good service

Our Financial Advisor is very professional with sound detailed knowledge which he communicates very well. In any environment good communications is essential and James fulfills the term "Kaizen" by going above and beyond a standard service delivery.

We have had a very positive experience with Clifton Wealth. We appreciate the knowledgeable and helpful advice and look forward to continue working with them.

This was my first investment review with this Company and I was impressed that my consultant chose to understand not only any concerns I had, but my family aspirations as well. It is very easy to treat a client as a line in a customer base, it is much harder to make the client feel that they are the only client in the customer base that they are dealing with. Clifton managed this very successfully and I await their report with confidence.

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 suggested things I had not considered. I felt very happy with the advice given.

Good, clear advice. Everything explained clearly.

Feel we can trust our advisor James, and have been very pleased with the help and advice we have been given.

Friendly, helpful and well explained

AS usual a pleasant experience with sensible, good advise.

Explained everything well and made me feel at ease

Very professional and friendly annual review meeting with Paul as always. I very much appreciate his care and consideration when reviewing my pension arrangements. Always gives me sound advice.

Paul is excellent, friendly and helpful and informative

Helpful and straightforward.

Our financial advisor is excellent - he is very knowledgeable, skilled and easy to get along with always providing us with tailored advice to suit our current situation. Thankyou!

Have been with Clifton for a number of years. All runs smoothly and the annual review is very useful with your dedicated financial advisor. Emily, my advisor, was very thorough. Friendly and professional.

Very useful and informative conversation

Confident that we have had the best advice for our finances with Alan Crook and would recommend.

A very productive meeting with my advisor, Paul Smith, who is very friendly, knowledgeable, helpful, and professional.

I have been looked after by Clifton Wealth Partnership for over 7 years. I have been given sound financial advice and support the entire time. They explained every step with my draw down pension, even helping with form filling in the early days to get me started. They feel more like a family than a business, having your best interests at heart. I have no hesitation in recommended them as one of the best.