A new and exciting opportunity for your advisory business

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We aim to answer two important questions in our industry…
“should I sell or should I grow?”

We understand the pressures felt by adviser firms

With ever increasing regulation and legislation these pressures are only going to continue and it is getting more difficult to compete with larger firms. At Clifton we can remove the headache of:

  • Regulatory reporting
  • FSCS levy
  • Professional indemnity cover
  • Compliance & file checking
  • Limited resources

Clifton Wealth Partnership offers two solutions for your business, either through acquisition or to work in partnership as an Appointed Representative enabling you to build the value of your business for a future sale.

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Guiding you during the next stage of your journey

We understand the importance of the customer relationship and whether you’re interested in selling your business or joining us as an appointed representative we can guide you through this journey, allowing you to achieve a great outcome for you and your customers.

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Appointed Representative

Join us as an
Appointed Representative

Join the Clifton Wealth Partnership and break free from regulatory burden, compete with far larger firms and future proof your business in readiness for a sale at a later date.

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Acquire your business

We will acquire
your business

Be assured you, your team and clients will be our priority to ensure a fully supported, empathetic and smooth transition.

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Access our products

Get in touch today

01275 813 700

enquiries@cliftonwealthpartnership.co.uk enquiries@cliftonwealthpartnership.co.uk