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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What people talk about most
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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
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
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
Company replied
Company details
- #9 of 22 best companies in Financial Planner
- #25 of 53 best companies in Financial advisor
- #13 of 78 best companies in Investment service
- #48 of 171 best companies in Non-bank financial service
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
189 reviews
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Replied to 100% of negative reviews
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Recommendation of Aaron from Clifton Wealth
Aaron the Advisor who is assigned to help with my pension review was help in guiding me with good advice. The returns from last year were really encouraging.
2 August 2026
I am delighted with the service I get…
I am delighted with the service I get from Clinton Wealth Partnership and in particular my allocated pension advisor David Bentley. I have regularly feedback and reassuring advice about the management of my funds
5 August 2026
Very informative about my pensions and…
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 the time to talk about me and what I wanted in the future
5 August 2026
Reply from Clifton Wealth Partnership
Thank you, Jeffrey. We’re pleased to hear your Clifton Wealth Partnership Adviser was informative, reassuring and took the time to understand what matters to you. We really appreciate your feedback.
Efficient professional knowledgable …
Efficient professional knowledgable patient staff sorted our finances out with ease and speed have recommended to friends and family
18 December 2025
Reply from Clifton Wealth Partnership
Thank you, Margaret. We’re pleased to hear our team made the process efficient and straightforward, and we really appreciate your recommendation.
Paul Smith adviser for many years
30 July 2026
Reply from Clifton Wealth Partnership
Thank you for your 5-star review, Mary.
James is an excellent communicator.
James is an excellent communicator.
Easy to understand when explaining our investments.
18 July 2026
Reply from Clifton Wealth Partnership
Thank you, Jill. We’re pleased to hear your Clifton Wealth Partnership Adviser explained everything clearly and made things easy to understand.
Sam Stubbs was sympathetic
Sam Stubbs was sympathetic, knowledgeable and professional. We felt as though we were in safe hands.
17 July 2026
Reply from Clifton Wealth Partnership
Thank you for your review. We’re pleased to hear your Clifton Wealth Partnership Adviser was supportive, knowledgeable and professional, and that you felt in safe hands.
Everything explained in plain English
Everything explained in plain English, friendly, helpful financial advisor available when needed
23 July 2026
Reply from Clifton Wealth Partnership
Thank you, Carl. We’re pleased to hear everything was explained clearly and that your Clifton Wealth Partnership Adviser was friendly and helpful.
clear plain advice
clear plain advice, always able to contact our financial advisor, good company
23 July 2026
Reply from Clifton Wealth Partnership
Thank you, Lorraine. We’re pleased to hear you received clear, plain advice and have found your Clifton Wealth Partnership Adviser easy to contact.
Reply from Clifton Wealth Partnership
Thank you for your review. We’re pleased to hear you had a good meeting with your Clifton Wealth Partnership Adviser and that everything was well explained.
Always a pleasure to have a meeting…
Always a pleasure to have a meeting with Jeremy, excellent advice .
15 July 2026
Reply from Clifton Wealth Partnership
Thank you, David. We’re pleased to hear your meetings with your Clifton Wealth Partnership Adviser are always helpful and positive.
Knowledge and expertise is very good
14 July 2026
Reply from Clifton Wealth Partnership
Thank you for your review. We’re pleased to hear you value the knowledge and expertise of your Clifton Wealth Partnership Adviser.
Easy to reach Bob
I like the fact that Bob is easy to talk to and I can leave him an email and he’ll get back to me. I don’t like that I personally find the online letters hard to access. (Says I have a new letter but can’t find it to open and read) an option to have letters emailed directly to me would be helpful
3 July 2026
Reply from Clifton Wealth Partnership
Thank you, Maggie. We’re pleased to hear your Clifton Wealth Partnership Adviser is easy to talk to and responsive. We’re sorry the online letters have been difficult to access, and a member of our team will be in touch to help with this and talk through the options available.
The phone call from James and Cyrus was…
The phone call from James and Cyrus was very important and helpful and they were both extremely friendly about the situation with me, well done to both of them 👍👍
10 July 2026
Reply from Clifton Wealth Partnership
Thank you for your review. We’re pleased to hear the call with your Clifton Wealth Partnership Advisers was helpful and that you felt well supported throughout.
Reply from Clifton Wealth Partnership
Thank you, Nigel. We’re pleased to hear you’ve had an excellent experience with your Clifton Wealth Partnership Adviser.
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.
8 July 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!
1 July 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.
8 July 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
27 June 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.
30 June 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.
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