Mandy Withers

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.”

Thank you for visiting the Clifton Nash website. Due to the COVID-19 restrictions we are currently working from home.

For South Wales based clients and new enquiries please contact John Davies via email or call 07970 070659

For Bristol based clients and new enquiries please contact Richard Wilcox via email or call 07786 933765

For all administrative and general business enquiries please contact Samantha Durkan via email or call 07896 991454

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