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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Reviews shaping this summary
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
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
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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
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
194 reviews
Asks customers to review
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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James Brown is an exceptional advisor…
James Brown is an exceptional advisor and takes time to explain things and always visits well prepared. I really value our face to face meetings.
July 8, 2026
Reply from Clifton Wealth Partnership
Thank you, Steve. We’re pleased to hear you’ve had an excellent experience with your Clifton Wealth Partnership Adviser.
I had a good conversation with my…
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 questionnaire and have signed my Client Agreement form. Posted it today!
July 1, 2026
Reply from Clifton Wealth Partnership
Thank you, Verona. We’re pleased to hear you had a good conversation with your Clifton Wealth Partnership Adviser and feel reassured about your money being looked after.
Fantastic company
Fantastic company , I have been with them for well over 20 years , my financial advisor Connor Murphy is extremely knowledgeable,professional, approachable and highly reliable.
July 8, 2026
Reply from Clifton Wealth Partnership
Thank you, Rachel. We’re pleased to hear you’ve had such a positive experience over many years and continue to feel well supported by your Clifton Wealth Partnership Adviser.
Speaking to avoid financial advisor
June 27, 2026
Reply from Clifton Wealth Partnership
Thank you, Fay. We’re pleased to hear you found speaking with your Clifton Wealth Partnership Adviser helpful.
Great Service
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 100% confidence.
June 30, 2026
Reply from Clifton Wealth Partnership
Thank you, James. We’re pleased to hear you’ve felt well supported over the years and have such confidence in your Clifton Wealth Partnership Adviser.
I'd recommend Clifton wealth management.
Since moving my investments to the Clifton wealth partnership I have been impressed by the management of my investments and the regular cocommunication and updates. The Viewpoint app is excellent.
June 25, 2026
Reply from Clifton Wealth Partnership
Thank you for your review. We’re pleased to hear you’ve been impressed with the management of your investments, the regular updates, and our MyViewpoint app.
My regular contact has a good grasp of…
My regular contact has a good grasp of my expectations re my pension plans and reviews everything needed to achieve my aims. Excellent and friendly service.
July 2, 2026
Reply from Clifton Wealth Partnership
Thank you, Paul. We’re pleased to hear your Clifton Wealth Partnership Adviser understands your pension goals and provides an excellent, friendly service.
Great service
We had a really good and informative discussion with our financial advisor. Very good knowledge and very helpful.
June 23, 2026
Reply from Clifton Wealth Partnership
Thank you, Elma. We’re pleased to hear you had an informative discussion with your Clifton Wealth Partnership Adviser and found their support helpful.
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.
June 25, 2026
Reply from Clifton Wealth Partnership
Thank you for your review. We’re pleased to hear you feel confident and well supported by your Clifton Wealth Partnership Adviser, particularly through uncertain market conditions.
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.
June 18, 2026
Reply from Clifton Wealth Partnership
Thank you, Viv. We’re pleased to hear your first meeting with your Clifton Wealth Partnership Adviser was helpful and reassuring, and we really appreciate your recommendation.
Extra mile, always
The advisor has consistently gone the extra mile to understand my needs and finding suitable options for them.
June 20, 2026
Reply from Clifton Wealth Partnership
Thank you, Dan. We’re pleased to hear your Clifton Wealth Partnership Adviser has taken the time to understand your needs and find suitable options for you.
Face to face meeting.
Face to face meeting leading to a more personal interaction. Agreement on forward financial planning.
June 13, 2026
Reply from Clifton Wealth Partnership
Thank you, Gordon. We’re pleased to hear the face-to-face meeting gave you a more personal experience and helped agree the next steps for your financial planning.
Reply from Clifton Wealth Partnership
Thank you for the 5-star review, Claire
Reply from Clifton Wealth Partnership
Thanks for the 5-star, Andrew.
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
June 12, 2026
Reply from Clifton Wealth Partnership
Thank you, Andrew. We’re pleased to hear everything was explained clearly and that your experience with Clifton Wealth Partnership has felt more informative and supportive.
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
June 11, 2026
Reply from Clifton Wealth Partnership
Thank you for your review. We’re pleased to hear the discussions felt clear, honest and informative, and that you have such trust in the recommendations provided by your Clifton Wealth Partnership Adviser.
Bob Thomas always listens and is…
Bob Thomas always listens and is extremely helpful to me always .
June 11, 2026
Reply from Clifton Wealth Partnership
Thank you, Lynda. We’re pleased to hear your Clifton Wealth Partnership Adviser listens and continues to provide helpful support.
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.
May 16, 2026
Reply from Clifton Wealth Partnership
Thank you, William. We’re pleased to hear your Clifton Wealth Partnership Adviser explained everything clearly and helped put your minds at ease during your annual review.
Advice I trust which is given with a…
Advice I trust which is given with a good discussion.
May 31, 2026
Reply from Clifton Wealth Partnership
Thank you, Robert. We’re pleased to hear you value the trusted advice and the quality of discussion with your Clifton Wealth Partnership Adviser.
Alison is very professional and…
Alison is very professional and efficient and a pleasure to work with.
June 6, 2026
Reply from Clifton Wealth Partnership
Thank you, Catherine. We’re pleased to hear your Clifton Wealth Partnership Adviser has been professional, efficient and a pleasure to work with.
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