Clifton Asset Management

Positive: Professionalism, Quality, Responsiveness
A highly professional service which is been tailored to my needs and been delivered brilliantly by David and Elaine. Thank-you for your patience, advice and time during this process.

Positive: Professionalism, Responsiveness
David & Elaine have assisted my businesses with various financial products over the years. I highly recommend their services.

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

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.

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

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.

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

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.

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