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We’re a trusted wealth management business building long term client relationships

Our Products and Solutions

Your investments

We have access to a huge range of investments and we can provide expert advice to help you select the right vehicle for your needs.

Whether you require capital preservation, income or growth, we have access to investment solutions that will cater for your needs.

The ‘Plan for Life’ process will help you and your adviser determine the construction of your portfolios to drive the desired out come and help you achieve your goals.

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Your investments
Your retirement
Your retirement

Regardless of age it is important to set goals, this includes reviewing any existing pensions to ensure that you’re maximising their potential for a financially secure retirement.

The ‘Plan for Life’ financial modelling will take you through a discovery journey to identify your aspirations and enable you to plan your financial life to give you the best chance of realising them.

Pensions are one of the most tax efficient ways of accumulating wealth and can often be the cornerstone to providing true financial security.

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Your protection

Life insurance is one of those things few like to consider. Not only because it involves thinking about the inevitable but also there is little perceived benefit today for the inherent cost. Let's face it, we all hope that the life insurance cover we have never pays out!

The ‘Plan for Life’ process will help you and your adviser determine any points in your future where you and your family are exposed to risk in the event of illness or death, not just yours but also those around you such as your life partner or even a business partner.

Importantly your ‘Plan for Life’ will help identify the right level of cover and the duration of cover required.

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Your protection
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Estate Planning

For many, concerns over the impact of inheritance tax on relatives and loved ones is a very emotive and important issue.

Our advisers will work with you on how to plan your finances and ensure your assets can pass to future generations as tax efficiently as possible.

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Our advisers deal with a range of different mortgage types, from first time buyers through to more complex deals such as lifetime mortgages as well as advising clients how best to support children and grandchildren getting onto the property ladder.

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New Unit
Your business
Your business

Running a business is hard work.

Our advisers have years of experience working closely with business owners across all areas of the financial life of their company.

As part of the ‘Plan for Life’ process, we will discuss aspects of your business such as corporate funding, employee benefits, succession planning and / or the sale of your business.

Your adviser will gain an understanding of your business objectives and how it may impact your ‘Plan for Life’.

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Plan for Life

Whatever your work status – business owner, employee or something else entirely, one thing is certain as you travel through life your financial needs and priorities change.

The Plan for Life process aims to eliminate the element of surprise and allow you to enter each of your life stages in the full knowledge of what to expect having planned for it with your adviser.

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Our advisers have access to a wide range of products and services including:

Get in touch today

01275 813 700

enquiries@cliftonwp.co.uk enquiries@cliftonwp.co.uk