Clifton Wealth Ltd
We have been working with clients delivering financial advice for over 30 years.
We are transforming the way people save, spend and retire. From retirement planning to buying a new home, with the support of cashflow modelling, we help clients visualise their financial future, illustrate different scenarios and instantly understand the impact of key decisions on life events along the way.
With a strong focus on Individual and Corporate Wealth Management, our team has built an exceptional capability in combining business finance issues such as employee benefits, company pensions and Insurances with a core competency in clear financial advice and wealth management to cater for Individual requirements.
No longer are decisions driven by product availability and short term financial reward. Instead state-of-the-art technology allows both Clifton Wealth and our clients to engage in a dialogue to manage the financial complexities of their personal lives and businesses.
The Management Team
Founder and chairman of Clifton Asset Management Plc, the innovators behind the pension-led funding brand (www.pensionledfunding.com ), providing high quality non-bank finance to SMEs across the UK.
Adam is a CBI regional council member, and has advised BIS, The Treasury and The British Business Bank on the shape and implementation of new bank referrals legislation
More than 25 years' experience in providing financial advice and strategy to small and medium-sized business owners. Neil has been instrumental in the growth of Clifton Asset Management Plc, driving much of the technological developments therein and developing the strategic plans for the future growth of the business.
30 years of experience in the financial services industry and a Board Director of Clifton Asset Management Plc.
Anthony has been a key contributor to the vision of Clifton Wealth and the services provided by the Clifton group. Anthony is a regular speaker at investment and financial services industry events and is highly regarded within the sector.
After eight years in practice, Ellis moved into industry in 1993 as Finance Director of a group of training companies.
He joined the Clifton group in 1997 and is responsible for corporate governance and finance across the group. Ellis has a vast experience of operating businesses within a highly regulated environment.