Clifton Wealth Management has been working with clients to manage their finances and plan for their futures since 1995. Directors Andrew and Jonathan took over the business in 2019, bringing a wealth of experience and a fresh approach to planning following many years spent as integral parts of the business.

In some ways, little has changed since 1995: we’re still based in the heart of Clifton Village, our clients remain at the core of everything we do, and we are dedicated to ensuring that every person who interacts with us feels genuinely important – because they are.

As our business expands, our fundamental focus remains on establishing and nurturing long-lasting personal relationships. Through our extensive range of wealth management and financial planning services, we provide the support and expertise necessary to develop healthy financial habits and safeguard a prosperous future. We have one key mission that drives us: to help our clients and their families secure their financial futures.