Every Client Matters. Meet us & we can help!
Clifton Asset Management Plc has been at the forefront of financial innovation for over 30 years. We support individuals and businesses in achieving their financial goals through a diverse range of services, underpinned by market-leading technology and a customer-centric approach.
1. Pension Solutions
- Developed and implemented innovative solutions for Self-Administered Pension (SSAS) and Self-Invested Personal Pensions (SIPP) plans, empowering individuals to invest flexibly towards their retirement goals.
- Extensive experience assisting business owners in devising and implementing tailored pension plans.
2. Wealth Management
- Connectivity and transparency are at the heart of our wealth management approach. Clients enjoy access to market-leading products, services, and technology through Clifton Wealth Partnership - Adviser.
- MyViewpoint, our innovative client portal, offers a comprehensive and user-friendly interface to track investments, accounts, and manage relationships with ease.
3. Technology & Innovation
- Clifton Asset Management is a leader in financial technology innovation. Our subsidiary, Financial Technologies, develops and implements cutting-edge software solutions for financial advisors and their clients.
- Services include Connects - X, a client management platform, and MyViewpoint, a client portal that revolutionizes communication and account management.
4. Consulting Services
- Our experienced consultants assist businesses and individuals in navigating complex financial situations, specializing in areas such as SSAS, SIPP, and pension transfers.
- We leverage our deep understanding of industry regulations and trends to offer tailor-made solutions.
Client-Focused and Results-Driven
Clifton Asset Management believes in building strong, lasting client relationships based on trust, transparency, and exceptional service. Our dedicated team of professionals is passionate about delivering tailored solutions that meet individual needs and achieve desired outcomes. With a focus on client success, we continuously adapt and innovate to provide market-leading products and services.
Overall Service
The reviewers were extremely satisfied with the overall service provided by Clifton Asset Management. They praised the company's professionalism, responsiveness, and customer service.
Communication
Effective communication was a key factor in the reviewers' positive experiences. They appreciated the clarity and patience of the advisers, who took the time to explain complex financial concepts in a way that was easy to understand.
Advisers
Several reviewers specifically mentioned the excellent service provided by individual advisers, including Alan and Heather, Peter Harvey, David and Elaine, Mark Woods, Alex Wheeler, James, and Victoria. These advisers were praised for their expertise, patience, and ability to tailor their advice to the individual's needs.
Pension Services
Many reviewers were pleased with the pension services provided by Clifton Asset Management, including pension consolidation, SSAS creation, and pension investment advice. The reviewers appreciated the guidance and support provided throughout the process.
Personalized Approach
The reviewers appreciated the personalized approach taken by Clifton Asset Management, with many commenting on the flexibility and adaptability of the company's services to meet their individual needs.
Recommendations
All reviewers would highly recommend Clifton Asset Management to others, with many stating that they would not hesitate to do so.
Be the first to review Clifton Asset Management.
Write a Review
