Clifton Asset Management - Bristol

Clifton Asset Management

Clifton Asset Management is a reputable company located at The Pavilions, 69-71 Macrae Rd, Ham Green, Pill, Bristol BS20 0DD, United Kingdom. They specialize in holding company services and have received positive feedback from their clients. With an impressive average rating of 4.9/5 based on 35 reviews on Google My Business, it's clear that Clifton Asset Management is highly regarded in their industry.

Accessibility: Clifton Asset Management is committed to ensuring that all their clients can easily access their services. They offer a wheelchair-accessible car park, entrance, and toilet, making it convenient for everyone to visit their offices.

For more information about Clifton Asset Management, please visit their website at clifton-asset.co.uk. This website provides detailed information about their services, team, and any updates they may have.

👍 Reviews of Clifton Asset Management

Adam C.

5/5

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.

Steven R.

5/5

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 clients 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.

Brian B.

5/5

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.

Joannie C.

5/5

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.

Carol R.

5/5

Clifton Web have been excellent providing me with suitable pension options for my retirement. In particular I have to say a very big thank you to Peter Harvey who was so patient answering my endless questions in a way I could understand, which enabled me to choose the best pension option.. Also a big thank you to Maria and Ria who did a fantastic job keeping me updated throughout the process.

Gary P.

5/5

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!

Med K.

5/5

Alan and Heather at Clifton were excellent in guiding me through the SSAS creation process and then executing it. They were always available for answering my questions no matter how small and also ensuring that everything was completed smoothly and within all the expectations that set. A fantastic interaction and would highly recommend them to anyone considering working with them.

Alan S.

5/5

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.