1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. South West
  6. breadcrumb-arrow
  7. Bristol
  8. breadcrumb-arrow
  9. Bristol
  10. breadcrumb-arrow
  11. Clifton Financial Planning Ltd

Clifton Financial Planning Ltd

Independent Financial Adviser  17-18 Berkeley Square, Clifton,, Bristol, BS8 1HP
First meeting at adviser's own cost
Clifton Financial Planning is a forward thinking team of experienced Independent Financial Advisers. offering valuable, independent and personalised financial advice.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Defined benefit
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Large business
check
Life insurance
check
Payment protection insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
Make an enquiry Request a call back Recommend to a friend
Response rating
10/10
phone Show number
check
FCA authorised
Last authorised 26th July 2021
Meet our advisers
Mr Matthew Mace
About us

Clifton Financial Planning Offer valuable, independent and personalised financial advice to clients in Bristol and beyond.

Our services

Clifton Financial Planning are committed to helping you achieve your financial goals at a pace that you are comfortable with and in a way which suits you, We have a friendly and relaxed approach to the service we offer, and always towards your financial goals.

Where to find us
Head office address: 17-18 Berkeley Square, Clifton,, Bristol, BS8 1RL
Service coverage
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

Clifton Financial Planning Ltd (FCA Ref: 922187) is authorised and regulated by the Financial Conduct Authority

FCA authorisation can be checked on the FCA’s register at <url hidden>

Make an enquiry Request a call back Recommend to a friend
Response rating
10/10
phone Show number
check
FCA authorised
Last authorised 26th July 2021

Similar advisers near you

Comera Financial Consulting
Independent Financial Adviser 0.08 mi
Unique financial advisers who use original, resourceful thinking. We work closely with our clients to understand and achieve their goals.
 
See profile
Holborn Assets Limited
Independent Financial Adviser 0.25 mi
I help my clients make the right choices from all the options that they are presented with, so that they can lead the lifestyle in retirement that they want. My clients value the personalised nature of the service that I provide.
 
See profile
Domus Financial Services
Independent Financial Adviser 0.25 mi
Working with you to achieve your financial goals and giving you the peace of mind and freedom that comes with financial security and stability.
 
See profile
Nicholls Stevens (Financial Services) Ltd
Independent Financial Adviser 0.38 mi
 
 
See profile