You’ll probably want to do something different soon?
  • clifton nash walking couple

    You do the plan. We’ll do the numbers. Lifestyle Financial Planning: For all your tomorrows.

Financial Planning &
Wealth Management Services

Newport, Bridgend, Cardiff, Gloucester & Bristol

You’ll probably want to do something different soon?

It’s not that you don’t like what you do now. And you’re probably very good at it, too. But, you have goals and ambitions just as you always have done. Stopping what you do now isn’t about retiring from something, it’s about retiring to something.

Maybe it’s travel. Perhaps it’s a business. Or even just change of lifestyle to create more time for you.

Planning your financial future and readying yourself for retirement can take many forms. You could just reduce your hours in work and make a phased plan to the next stage. Or perhaps you’d like to calculate when you could do it in one go – without the part-time phase?

You have probably accumulated assets – a house, savings, pensions and maybe a business. You could be wondering what they are really worth and what impact that could have when you could be transitioning. Our consultants at Clifton Nash are here to help.

Speaking to a financial advisor about your investments, planning how to manage your wealth and discussing potential streams of income for your retirement beforehand will ensure that you can continue to afford and enjoy all the things you love in the years to come.

We’ve made some assumptions about who you are.

If we got you right, then you are the sort of person we specialise in helping and we’d love to hear from you. Our consultants offer advice on pensions, investments, wealth management and retirement to people like you who are planning to move onto another phase in Newport, Bridgend, Cardiff, Gloucester, Bristol and the surrounding areas.

As a company we are dedicated to understanding your objectives, aspirations and providing advice and services surrounding the management of wealth which are tailored to your personal needs. Please get in touch with our consultants for a free, no obligation talk on the phone.

Get in touch today

Clifton Nash: Move on successfully. Remember, stopping what you do now isn’t about retiring from something, it’s about retiring to something.

Here’s how we can help…


Making it

CTA ONE

Retirement might not be for a while but you are looking for advice on how to grow your assets and increase your wealth during your working lifetime. You want to have financial investments which could be accessible both before and during retirement.

Spending it

CTA TWO

You’re retiring in a few years. You want to use the hard earned assets that you have to give you a regular income in retirement so that you can do all the things you what to do. You’re aware of the new pension regulations and want to make sure you make the most tax- efficient use of your assets.

Leaving it

CTA THREE

You’re thinking about the children & grandchildren. You want to make sure that they are well-provided for and that your assets go to the right people in the most tax-efficient way. You want to make sure that steps are taken to look after you when you get older too.

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Find what our customers say about us

  • Exactly what I was looking for, and at a reasonable cost,

    When a client of mine was seeking help with pension funds I was quick to recommend the services of Clifton Nash. When I spoke with Marie she was delighted with the introduction and spoke very highly of the help that you had provided. She offered this testimonial; Read More

    When a client of mine was seeking help with pension funds I was quick to recommend the services of Clifton Nash. When I spoke with Marie she was delighted with the introduction and spoke very highly of the help that you had provided. She offered this testimonial;

    “I was very pleased to be introduced to Rich, as I was starting to look at retirement planning and the new rules around access to pension funds and didn’t know where to start with all my various pension pots. Rich was able to help by contacting each of the pension providers and summarising the assets and plan features at each of my pension accounts. He has prepared a detailed report which we are meeting to go through face to face to decide next steps. Exactly what I was looking for, and at a reasonable cost, especially for the peace of mind it brings in an area which continues to be baffling at best.”

    I look forward to introducing you to more clients!

    Steve Collard on behalf of Marie
  • I would suggest that for anyone over 50 it is a must.

    I found the service received from Richard Wilcox at Clifton Nash to be first-class from start to finish. Normally I have an aversion to speaking with financial consultants, bankers and other so-called experts. Read More

    I found the service received from Richard Wilcox at Clifton Nash to be first-class from start to finish. Normally I have an aversion to speaking with financial consultants, bankers and other so-called experts. Money is often one of those things we often don’t like to talk about – in this case I was more than pleasantly surprised when I shared details of my finances with Richard.

    The pre-meeting preparation was helpful to me to focus on the key issues and facilitated an efficient and effective discussion. I found Richard easy to talk to and was impressed with how informed and up to date he was with current financial issues.

    The advice I was given was succinct, clear and with no attempt to do anything other than clarifying my thinking. As a result, I have already made a couple of decisions to better place myself financially when the date for retirement finally arrives. I am very happy to recommend Clifton Nash to anyone who wants sound and impartial financial advice – I would suggest that for anyone over 50 it is a must.”

    Mandy Withers
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Clifton Nash

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