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
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Annuity purchase
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Auto enrolment
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
Response rating
10/10
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FCA authorised
Last authorised 2nd August 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
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    Online (Live chat, video, email)
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    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>

Response rating
10/10
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FCA authorised
Last authorised 2nd August 2021

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