"Just a note to thank you very much for the advice and support you gave my Mother recently as she wanted to sort out her financial affairs.
We really appreciate your sensitive approach and openness in offering a variety of potential cost effective solutions that met her needs and made her feel secure.
Moving forward it is also good to know that you will be available and keeping an eye on things.
I would have no hesitation in recommending you and your colleagues at Clifton Nash to others seeking advice for their investments."
Helen Phillips FCIPD
“John's attention to detail and knowledge of the industry is second to none. Would recommend him in an instant”
Steve White, Director, Thornbury Collections Ltd
“I have worked with Clifton Nash on several occasions and have always found him intelligent and conscientious in his approach to clients' affairs. He values long term relationships with clients based on personal attention , trust , and the value of truly independent advice.”
Alun Rees, Owner, ALUN REES SOLICITORS
“Clifton Nash have been overseeing my personal and business related financial planning for well over a year now and advises me on the best way forward with regard to investments, pension and general financial planning. His integrity is unquestionable and I have the utmost respect for his depth of knowledge in this field. John's proactive approach means that I can relax in the knowledge that he will bring things to my attention if they need revision. Aside from all that professional stuff he's also an extremely nice bloke who I enjoy dealing with whenever we meet up.” Bleddyn Edwards
“John isn't a salesman. You tell him what you have in mind, and he'll do his utmost to find a product and provide a service, to match YOUR requirements. No pressure sales! I've known John for about five years, and our company has used his services in the last two years. He's a gent - and a true professional. Recommended without any hesitation!”
Peter Hopkins
“Clifton Nash came highly recommended to me, so I wasn't surpirsed that he turned out to be good. They are easy to work with, but above all I find them to have a high level of expertise and trustworthiness. And in the financial services world - which is generally full of sharks - that counts for a lot!” Huw Johns
“I have used John for both my own Financial requirements and also for those of my Clients for many years. I have always had the most professional service from John and the feedback that we receive from our Clients indicates that they have experienced the same. We will continue both using and recommending John and have no hesitation in putting his name forward."
John Phillips
“I have been given financial advise from John on several occasions over the past few years. I have always found his advice to be fair and unbiased, his service very professional and would recommed his services to anyone.”
Matt Church
“I wish to simply thank you for your excellent delivery of service and advice to date as well as to recognise the superb manner in which you conduct your business.
Previous encounters with financial planners have always left my partner and me not only frustrated but also very sceptical about the benefits of a financial planner. We had left every one of these meetings feeling like we’d just been ‘sold to’ and unsure as to whether or not our best interests had been the motivation of the person we had met with.
However, I am thrilled to say that you have most definitely broken that mould and, since engaging your services more than 12 months ago, we are continually pleased with the outcome of the meetings we have had.
Your approach is friendly, polite, informative and concise. Your attention to detail is excellent and your follow up to our meetings is always very timely. There is never a hint of any ‘hard sell’ and we always feel that you are acting only in the best interests of our financial future.
It is such a relief to have found someone we can trust and talk to openly about our financial matters and for this, we cannot thank you enough.
I would wholeheartedly recommend (and indeed already have!) you and your colleagues to anyone we know and very much look forward to continuing our working relationship with you long into our future.”
Hazel Hannant
For more information on how we act on behalf of our clients, our payment structures and terms please read our Retail Client Agreement (here).