Steve Collard

When a client of mine was seeking help with pension funds I was quick to recommend the services of Clifton Nash. When I spoke with Marie she was delighted with the introduction and spoke very highly of the help that you had provided. She offered this testimonial;

“I was very pleased to be introduced to Rich, as I was starting to look at retirement planning and the new rules around access to pension funds and didn’t know where to start with all my various pension pots. Rich was able to help by contacting each of the pension providers and summarising the assets and plan features at each of my pension accounts. He has prepared a detailed report which we are meeting to go through face to face to decide next steps. Exactly what I was looking for, and at a reasonable cost, especially for the peace of mind it brings in an area which continues to be baffling at best.”

I look forward to introducing you to more clients!

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 jdavies@cliftonnash.co.uk or call 07970 070659

For Bristol based clients and new enquiries please contact Richard Wilcox via email rwilcox@cliftonnash.co.uk or call 07786 933765

For all administrative and general business enquiries please contact Samantha Durkan via email sdurkan@cliftonnash.co.uk or call 07896 991454

Thank you for your patience at this time, we will reply to your email or call as soon as possible.