About us

Based in the heart of Clifton Village, Clifton Wealth Management Ltd has been helping people to achieve their financials goals for the last 25 years through experienced and thoughtful financial planning. 

Our specialist firm of Chartered Insurance Institute-qualified Financial Planners provides comprehensive advice to private individuals, trustees and business owners.

We can help in a range of different areas including taxation, estate planning, mortgage planning, retirement planning, saving and investment planning, that are suitable for both your short- and long-term needs. We do not offer the generic recommendations you may find elsewhere. Instead, we tailor our suggestions to each person’s unique circumstances and goals. 

We see a first meeting as an opportunity to get to know you and determine whether you would benefit from receiving our advice. As such, we are proud to offer this initial meeting with no obligations attached. 

Upon becoming a client, you will then be supported indefinitely via a continuing face to face advice service. This is to ensure that your financial plans remain complementary to your personal circumstances and goals, whilst taking account of ongoing legislative and market conditions. 

To find out more about the team at Clifton Wealth Management Ltd, please visit our Meet the Team section. 

If you would like to hear from some of our satisfied clients, we invite you to read their feedback on the testimonial page.


Testimonials

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Since becoming clients some three years ago, we have enjoyed a professional and productive relationship with Nicky and all her team. Nicky has always been willing to understand our relative lack of experience in this field of financial and wealth planning, going out of her way to explain our option...
Ian Beveridge

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Clifton Wealth Management Ltd is registered in England and Wales, Number 12026356. Registered Office: S49 Princess Victoria Street , Clifton, Bristol, BS8 4BX.