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
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Review summary
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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 situat... See more
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Alan was very professional with his financial advice, which allowed me to retire 18 months early. I had several complex pension schemes that had to be looked into, without his help it would of been... See more
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I was looking for pension and retirement planning advice which Pete provided me with. He explained everything really well in a way which was easy to understand. A few recommendations were made, but... See more
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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
4.8
Excellent
112 reviews
Replied to 100% of negative reviews
Typically replies within 48 hours
How this company uses Trustpilot
See how their reviews and ratings are sourced, scored, and moderated.
Alison is truly amazing
Alison is truly amazing. As my financial planner she's highly professional , experienced, honest in her advice and recommendations and she delivers excellent service. It's only because of her that she's significantly increased the worth of my SIPP. Not only that she's genuinely a nice, friendly person and we have a great relationship. Long may it continue.
April 23, 2026
The personal input from my advisor
The personal input from my advisor, together with the knowledge of me and my family are A1.
April 30, 2026
Customer focused
Friendly; knowledgable; customer focused - listen to aspirations and concerns and try to 'tailor' a plan to suit your needs; trustworthy.
April 28, 2026
Clifton is top class in terms of…
Clifton is top class in terms of service and performance
April 25, 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
April 15, 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
April 22, 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
April 22, 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.
April 18, 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.
April 17, 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.
April 9, 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
April 16, 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.
April 9, 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
April 10, 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.
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