01236 433597

Mortgages

Whether a first time buyer, taking further steps up the ladder or buying to let, we can help.

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Protection

Life and Protection Insurance policies can protect you and your family

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Pensions

When do you want to retire and how much income will you need?

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Investments

Are you making the best use of any spare capital or surplus income?

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At retirement

Common retirement options in plain simple language

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Business Protection

Business protection is a way of protecting your business if something goes wrong.

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General Insurance

It’s important to ensure you put the right insurance in place to protect your home and its contents.

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Welcome to Cliftonhill Financial Services

Who we are
The foundation of our service is a focus on highly personalised financial planning, underpinned by over 120 years of combined experience and high levels of professional qualifications.

We work closely with our clients to help them understand their aims, goals and objectives and develop individual bespoke plans to help realise them.

We believe that this approach of trust and joint responsibility, supported by regular reviews and contact, ensure our clients have the opportunity to achieve their aspirations through the effective management of their finances.

What we do
Our service is built around comprehensive financial planning and sound investment principles. By exploring your goals and objectives we can tailor a financial strategy specific to your needs.

Our financial planning process is broken down into a series of stages which focus on ensuring your life aspirations, and the investment of your money are carefully aligned.

Having completed a detailed review of your current position and arrangements, we will provide you with specific recommendations and explain the benefits and risks associated with the approach we have suggested.

If you are happy with our recommendations we will help you complete the relevant paperwork and put your financial plan in place.

As your aspirations evolve in your life, so should your financial plan and we will be on hand to review this with you on a regular basis, should you choose.
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