Clifton Nash - Independent Financial Advisors
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Clifton Nash Financial Planners are based in South Wales and the South West of England. As independent financial advisors we act as the agent of the client, not the product provider (life assurance company, bank, investment house etc). Furthermore we can recommend solutions from the whole of the market not just those offered by a limited number of product providers.
We hope you find the site useful and informative and if you wish to discuss any matter of financial planning in more detail please feel free to contact us, our contact details are available on the menu bar above.
The Clifton Nash Promise
We understand how important a decision it is, choosing a financial advisor, and as such should you choose a relationship with Clifton Nash we make these promises to you:
- Clarity – We will ensure you fully understand your existing financial arrangements and how these meet your short, mid and long term personal aspirations.
- Attainment – We will spend time with you discussing all aspects of the future, both professional and personal, and provide you with clear advice and recommendations on how you can financially achieve the future lifestyle you hope for.
- Integrity – When any course of action has been agreed, we will do what we say we will, in the timescale agreed and provide you with regular updates and feedback as appropriate.
- No Jargon – Our advice will always be in plain English.
- Transparent Charging Structure – You will always know the exact cost, prior to any work undertaken on your behalf.
We look forward to hearing from you
The Clifton Nash Team
For more information on how we act on behalf of our clients, our payment structures and terms please read our Retail Client Agreement (here).