Private Client Services

The foundation of the service The Clifton Business Consultancy Limited provide to our clients is built on developing a long-term relationship that enables us over time to recommend the appropriate adjustments required to our clients' financial planning strategy as events inevitably change.

Our approach is simple, we aim to create strategies and structures that enable our clients to protect their wealth and attain financial independence, giving the financial freedom to eventually work through choice and not necessity.

The Clifton Business Consultancy Limited has a wealth of experience in the areas of financial planning and wealth management and provides clients with a comprehensive service designed to create a bespoke financial planning strategy.

At The Clifton Business Consultancy Limited, we offer a comprehensive Private Client Service to individuals and families. Below are listed some of the areas we cover:

Investments, including:

Individual Savings Accounts (ISA)
Investment Bond
Unit Trust and OEIC Investments
Savings Plans
VCTs & EIS
Structured Products

Personal protection, including:

Life insurance
Permanent Health Insurance
Disability Insurance
Whole of Life Insurance
Decreasing Term Assurance

Inheritance Tax Planning, including:

Trust work
Estate planning
Inheritance Tax mitigation plans

Pension Planning

General Financial Planning

Note. Please note that Tax Planning and some forms of investments are not regulated by the Financial Conduct Authority. We will inform you where this may be the case.