Clifton Nash
Clifton Nash is a firm of independent financial advisor's with a wealth of experience obtained through our combined years within the financial services industry.
We strongly believe that each individual should have access to honest, unbiased information regarding all aspects of the financial planning world. We see the role of financial advisor as a privilege which allows us to join in partnership with our clients to provide options and advice, assisting them to achieve their personal and business goals.
We believe our client review programme, through which we provide ongoing advice and service, is vital, reviewing any existing and recommended solutions to ensure they remain suitable, appropriate and in line with our clients aspirations. We ensure our client's are at all times aware of their financial situation so they can continue with the lifestyle they wish, knowing their future financial goals will be met.
We specialise in a number of areas as you'll see elsewhere within our website, and are happy to discuss any individual requirements you may have.
How Can We Help YOU?
- We provide informal relaxed meetings, either at our offices or in your own home, where we can take time to fully discuss your hopes and future dreams.
- We utilise a range of modern techniques to enable us to fully understand your feelings towards where you are in life now together with where you hope to be in 5, 10, 20 and even 50 years time.
- We are able, due to our extensive experience, to provide you with a clear simple overview of your entire financial situation, and with your agreement then provide you with a range of possible solutions and improvements to consider in an easy to read report.
Contact Clifton Nash today for more information or to arrange a meeting, we cover Cardiff, Bristol and the South West.
For more information on how we act on behalf of our clients, our payment structures and terms please read our Retail Client Agreement (here).