Our clients praise us for our great results, personable service, expert knowledge and on-time delivery. Here is what just a few of them had to say:
“I wanted to consider my options with my work pension arrangements. I chose Clifton Wealth due to a strong personal recommendation from colleagues who had received a good service.
My experience with Clifton Asset Management in a word: excellent! Clifton have acted with professionalism and good advice at all times. I have been really pleased with how Pete Harvey has managed all our dealings. He is an excellent financial advisor - knowledgeable, has always taken the time to fully understand my personal and financial needs, always responsive, provides clarity, excellent advice, and provided me with the reassurance to make these important financial decisions.
In the last 12 months I took the decision to take redundancy from my bank employer for 36 years. This was a massive step for me. Pete was excellent in helping to provide reassurance to me that my future financial situation was sound, and I had sufficient resources to continue to meet my financial needs even if I didn’t work again. It should not be underestimated the confidence that Pete gave me. Practically in the last 12 months Pete has helped me with ISA investments, VCT investment, moving my last element of my work pension, my children’s ISA investments, and detailed cash flow modelling. Personally, he has given me the confidence to proceed with my work decision.
I would absolutely recommend Clifton. I have also introduced Pete to one of my colleagues and I expect to be using Clifton for my future financial planning.
I would also recommend Morgan Lloyd SIPP services as having their own platform and SIPP solutions makes it easy to work with Clifton. MyViewpoint is also an excellent platform. Easy to use and provides clear information.
I wanted to add that the excellent service provided by Pete has been instrumental in my using Clifton for all my financial needs.”
“My wife and I needed to have a personal adviser to guide us through all stages of moving from a defined benefits scheme to one where we now have complete control of our finances. Pete Harvey has fulfilled that role 100%
I have always liked Clifton’s approach to giving a personal service which is backed up by experts in the investment field. This gives us real peace of mind.
We are staying with Clifton for the long term and can see no reason why we would move our investments elsewhere. We are delighted with the advice we have received, and the returns have been very good as well.
Clifton Wealth and our SIPP provider, Morgan Lloyd SIPP Services seem to dovetail together seamlessly.
I would recommend Clifton for other individuals looking for similar solutions.”
“A company that makes the complex clear.
From the first contact they take great pain to ensure the client understands the process and has a balanced view of options, risk and reward regardless of the client’s prior knowledge. The team are then quick to respond, to follow up and lend support throughout the process making sure it flows as quickly as possible while the client is comfortable in their understanding and in charge of the facts at every stage.
Working across different team members at Clifton is seamless, each being right up to speed with your case so all communication moves you forward without any frustration. An exceptional company to work with, it feels like a partnership as it should rather than a client/supply relationship.
I would absolutely recommend their services without hesitation.”
“The team at Clifton, especially Alan and Heather have done a great job in helping me understand how I can finance my new business opportunity.
With clear communication and thorough management of the detail I have now got the chance to fulfil a lifetime dream of working with my family on a new business opportunity using investments I've made over my career.
Thanks for such a professional approach - well done team Clifton.”
“I used Clifton to consolidate my separate pension funds into one. This new consolidated pension pot then provided me with the opportunity to access my pension savings to invest in the acquisition of a business for my daughter.
I can certainly recommend Clifton for the pension services they provided and in particular the two individuals who guided me through the process from end to end, Alan Crook and Heather Harding.”
“Extremely professional staff. Helped guide me through the dense woods of the pension world during a tidy up in lockdown. The team advised me perfectly and patiently. Take their time to demonstrate your options around your ideas. Communication is excellent, e.g. responsive to your needs and help visualise outcomes diligently. Then act swiftly to help action your chosen plan(s).
“These guys are really helpful, efficient and flexible. They take their time to explain some pretty complex stuff really clearly, took the time to REALLY understand my needs and have been continually providing expert advice. Highly recommend.”
“Very professional and efficient team that have navigated me through the Pension jungle. My current advisors Michael Turner and Kia Pullen have provided everything requested of them. I particularly like the Ask Tom videos that provide further insight into the services available.”
“Having recently moved house, my wife and I sought advice to take out a new life insurance policy. From the initial contact, all the way through to the policy being agreed and in place, Clifton Asset Management have been brilliant.
James came out to visit us and explained everything in detail and made the whole process really simple. It was great to have someone go through our circumstances and find the best deal to give us piece of mind. James was also on hand to answer any questions we had and was reliable in coming back to us. The application process was also made extremely easy with great communication from Victoria in the office
I would not hesitate to recommend Clifton Asset Management and throughout the entire process remained impressed.”
“Lewis and Irena were really helpful and supportive in helping me arrange PLF for a new business venture. They were patient, understanding and efficient. A job very well done!”
“Transferred 2 pensions into this company after receiving exceptional financial advice from them which detailed all of my possible options. The advice was tailored to my personal needs, all details were then discussed and agreed at a face-2-face meeting including representation from Morgan-Lloyd, which incorporated any concerns I had being clarified.
Following the meeting, Morgan-Lloyd have proved invaluable, handling the transfers, keeping me informed of the progressive stages which needed to be undertaken, and continuing with their ongoing support upon completion. Their professionalism, technical and administrative assistance has been outstanding.
I would not hesitate to recommend Clifton Asset Management or Morgan-Lloyd to anyone in the future.”
“I've worked with Clifton over the past three years, and their advice, service, and professionalism has been first class.”
“Now in my 50's I wanted to look more closely into structuring my future which involved transferring two pensions into a SIP. I received excellent financial planning advice from Emma with face to face consultations and a thorough explanation of options available to me.
Throughout the process communication has been excellent both from Emma and the administration team and all questions or queries I had were answered clearly and professionally. The platform used to track my investments was easy to set up and easy to use.
I have been very happy with the service provided by Clifton Asset Management and a big thank you to Emma for taking me through the process explaining in Plain English!”
“I have been working with Clifton on the pension side over the last few years. The service I have received has been excellent from start to finish.
I highly recommend this company.”
“Have worked extensively with Alan Crook over the years. He has been a great help to my business, primarily through commercial property pension financing.
More generally than that Alan and his colleagues have a deep technical knowledge of business financing that enables a business owner to understand and explore all their available options and the pros and cons of each. Clifton are flexible and well connected, the service and advice they provide always feels personalised.
“I am a serial entrepreneur with multiple start-up investments too. My financial arrangements need to be flexible to support both my private family life, and my continuing business and investment requirements.
Clifton have been invaluable to me over quite a few years, in positioning my pension and other assets, to allow me to have the security I need and the flexibility on access to income. Highly recommended for any entrepreneurs (and others) out there.”
“This is a truly excellent company. We have dealt with Clifton Asset Management for over 8 years and would not consider using anyone else to manage our pension affairs. Personnel are always understanding knowledgeable and a pleasure to work with.”
“The Clifton team led by Alan Crook were able to put together a Pension Loan facility in order to provide essential working capital funding for my company that was not available from the banks. Highly professional service. I would definitely use them again.”
“I've had dealings with Clifton Asset Management on a professional basis, through SIPPclub, for nearly seven years. In that time, I've found every member of staff to be knowledgeable and efficient in their work, and quick in their replies. Most importantly, I've only ever received positive feedback from people I've introduced to the firm. I highly recommend Clifton Asset Management as the first port of call for information and advice on self-invested pensions.”
“This biz is the most professional financial service co I have ever dealt with. Not pushy; informative and efficient. They helped me raise cash from my pension fund for my business. Highly recommended.”
“I have recently dealt with Pete Harvey and Mike Turner at Clifton and they have been most professional. Would highly recommend.”
“As an SME, the support we have received form Clifton Asset Management has been invaluable. Their responsiveness and customer service is excellent and I wouldn't hesitate to recommend them.”
“Lewis Metcalfe of Clifton has worked with us for a number of years since he managed the implementation of our initial pension–led funding facility.
I cannot recommend him highly enough - he guided us through the process with ease and helped us to gather all the documentation we needed. He was extremely responsive and took time to really understand our business. I have called on him a number of times since to assist with various queries and he is always keen to help.
A great organisation to work with!”
“A very professional, friendly and flexible Company. I have recommended them to several colleagues and family members over the last few years who have been equally impressed.”
“I was running a company that had had some bad years mainly due to how the industry was being run. Banks would not entertain lending money or increase the over draft to help with the cash flow of the business.
Along can Clifton and Alan Crook. Money was loaned from my pension which achieved a good rate of interest and enabled me to keep the business going during those difficult times.
7 years on the and the business for the last 3 years has reached record levels and we will be celebrating our 25th anniversary in November.
My pension is all repaid and it did not suffered due to the loan!
Thanks to all parties involved especially Alan Crook.”
“Helped explain the process in detail and kept me informed every step of the way. Hopefully the start of a loving relationship with them.”