The Clifton Business Consultancy

Testimonials

I contacted Mike about my pension after looking at listings of financial advisors on the Which website. I was impressed with him from the start because his focus was very much the client. I soon met him again with my husband as we decided we were interested in Mike reviewing all our finances and emerging plans for retirement. Mike's focus was on understanding us as people and our needs. I found this most refreshing after rather different experiences with other financial advisors. Mike made suggestions about how we could use our investments and savings to secure the lifestyle we wanted through retirement. His advice was an important element contributing to my decision to leave employment around 6 months later to set up my own company - something I had wanted to do for many years. I felt sufficiently secure financially to give it a go. We both have a much better quality of life now.
Jenny, Reading.

When I started my retirement planning I had an idea of what I wanted to achieve but wasn’t sure about what product I needed and who could provide that product. Working with Bob Thomas from Clifton Business Consultancy I was able to explore the options, fully understand the risks and make informed decisions based on my own personal requirements.

Throughout this process CBC facilitated all the actions and kept me well informed of progress, particular praise to Bob who always responds to email or calls promptly and kept me informed every step of the way.

I wouldn’t hesitate to recommend CBC to anyone, in fact I have recommended them to both family and friends who have also received the high quality service that I received.
Dave Pym

We cannot speak highly enough of Mike Lloyd of The Clifton Business Consultancy. We are a family run business where the two closest to retirement had a collection of very small pension pots which amounted to not very much at all individually. As time was ticking by we asked Mike if there was anything we do to achieve a better pension for ourselves in a short period of time and also make arrangements for our two sons who had no pensions at all. We were delighted when Mike demonstrated how we could put together all our existing pensions to create a new family/business executive pension scheme and as an added bonus we were able to purchase our business premises via the new scheme. We can now look forward to a comfortable retirement and the younger generation have a great opportunity to save for their future. My advice to anyone would be to seek expert advice and not make assumptions about your pension as there may be the potential to achieve much more than you can imagine.
Janet Ives, Bristol Storage Equipment Ltd

I approached Clifton Business Consulting as I was approaching my 55th birthday, to gain independent general financial advice and to specifically assess my pension options, given the newly introduced pension reforms. I had been contacted by a number of other organisations, but it was fairly clear that their goal was to purely capitalise on the new reforms and I found their terms and operating style unattractive.
I met with Bob, who came across as a genuine and very knowledgeable professional. With no obligation on my part, he conducted a thorough financial review of my situation and we openly discussed my pension options. I had 4 pension funds, of varying values, and I decided to consolidate them all into one private pension fund that I could control. Bob provided a number of fund options, with a clear set of pros and cons for each.
Bob and CBC completed the process with total consideration and professionalism, and I achieved my aim of releasing funds for a specific investment, and now have a healthy fund for the longer term. We have an ongoing, very constructive relationship, and I continue to use their services.
Meurig Jones

Mike came and saw my wife and me, and we explained what I had been offered by my current provider prior to retiring. Mike is a very good listener, and he went through all the various options. He also explained things in a simple but fully informative way and kept checking that we understood what he was going through. The outcome of our meetings far exceeded our expectations, and thanks to Mike's advise we now have a much better income for our future.
What could they have done better?
I don't think Mike could have done anything better. I have to say he far exceeded our expectations, and I have full confidence in his abilities. We have recommended him to friends and have just had a review of our finances and will be doing some more investments in the very near future.

"I have been very happy indeed with your very detailed feedback and professional methods used to help me get comfortable with my financial situation and for the first time feeling in very sound hands when trying to make decisions that I have previously found difficult to make. In particular you have been great at helping me consider my situation in a holistic manner given the often testing need for flexibility in my current circumstances. I am looking forward to a continuing working relationship with The Clifton Business Consultancy Limited in the future and would thank you once again for all your practical advice to date".

Oliver Orton. Lawyer.

"Bryan Haulage is a chilled distribution haulier in West Devon with a staff of 70. Over the last five years the The Clifton Business Consultancy has provided us with advice and all the relevant administrative backup services on a range of products including Pensions, Permanent Health Insurance and Critical Illness Insurance. We have found the advice and service to be excellent, thorough and prompt."

Greg Morgan. Finance Director, Bryan Haulage.

"In my dealings with The Clifton Business Consultancy Limited over the years I have always found them readily available with easy informative communications, guidance and advice on all pensions technical matters both pre and post retirement".

Peter Wood. Retired Veterinary Surgeon.

"My association with The Clifton Business Consultancy Ltd has been for many years and the service, advice and guidance I have received over the years has been invaluable, particularly in respect to my pension and investment arrangements."

John Kelly. Centre Court House Ltd.

"The information provided by The Clifton Business Consultancy is factual, sharp and clear. It comes regularly and covers all topical areas."

Tony Mudd

"For over 20 years I have entrusted by my financial arrangements to Glyn Hazell, he has given advice and guidance, particularly with savings and pension investments. He's always been truthful and objective and above all successful. I have not been disappointed with the results and would not hesitate to recommend his services"

Barry Wray

"Glyn Hazell has been my financial adviser for the past six years. I have been impressed by his carefulness, diligence, enthusiasm and complete integrity. In my work as a QC I come across claims against IFAs who make no effort to know their clients or, worse still, choose to prefer their own personal interests. It was therefore a real pleasure to find that I could have total confidence in Glyn.

As a recent new start-up business, the advice we've received from The Clifton Business Consultancy has been informative, professional and extremely helpful."

Sandringham Wood Recruitment

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