Financial Services

At The Clifton Business Consultancy Limited we believe that professional financial advice can add significant value to individuals and businesses. It is because of this belief that we provide a comprehensive ongoing review service designed to create real value for our clients.

As your partner in building wealth and security, we focus on ways that we can help you to live the life that you want to live. By engaging The Clifton Business Consultancy Limited you assure yourself of regular financial checkups and access to new ideas brought to you by The Clifton Business Consultancy Limited team. Choosing a financial partner is one of the most important decisions you will ever make. Take your time, choose wisely, and we hope that we can earn the right to work with you into the future.

A minimum of one Review Meeting Each Year with Your Adviser Including:-

• A Complete Review Of Your Financial Strategy
• The Clifton Business Consultancy Limited Financial Review Service
• Additional meetings can be requested at any time.
• Unlimited Telephone & Email Access To Your Adviser And Their Team
• Unlimited Face To Face Access To Your Adviser Between Review Dates

The Portfolio Construction Service:

• Using A Scientific Risk Profiling Methodology
• Design Of A Suitable Asset Allocation
• Portfolio Design And Construction

The Portfolio Management Service

• Portfolio Monitoring
• Re-Weighting of Asset Allocation To Benchmark
• Portfolio Valuations On Request
• Maximising Tax Efficiency

Specialist Services*

• Managing Your Cash for Returns And Tax Efficiency
• Bespoke Investment Products
• Divorce- valuation of assets & financial plans
• Trustee services

Specialist Taxation Advice*

• In Conjunction With Your Accountant And Other Taxation Advisers

The Retirement Planning Service

• Pensions Consultancy
• The SIPP and SSAS Service - Value Added Strategies
• Specialist Advice For Owning Business Premises
• Pensions Review And Consolidation

Mortgage Advice Service

• Research of whole of market to obtain the best mortgage advice and service to suit individual needs, with an indication of the mortgages and rates available
• Re-mortgage for a better rate or to raise capital, pay off debts or release equity
• Buy to let mortgages

The Inheritance Tax And Estate Planning Service*

• Minimising The Impact Of Inheritance Tax
• Using Specialist Trusts And Reviewing Wills
• Designing And Implementing Trustee Investment Strategies

The Priority Response Service

• Phone Calls & Emails Returned Within 24 Hours

The Administration Service

• Taking The Complexity And Hassle Out Of Administering Your Financial Life
• An Administrative Team Answering Day To Day Queries
• Regular informative newsletters and magazine

The Second Opinion Service

• Making Ourselves Available To Consider New Ideas From Whatever Source They May Originate

The Professionals Service

• Providing Strategic Updates To Your Accountant & Any Other Professional Advisers
• Supplying End Of Year Taxation Information (as required)
• Recommending Suitable Professionals As Other Needs Arise

* Tax and estate planning are not regulated by the Financial Conduct Authority.