Clifton Nash offer a no-obligation one-hour financial planning advice consultation at our expense, subject to an initial telephone call and to reasonable travelling time. Please complete the form below and we will contact you to arrange a time and date for an initial telephone call. Thank you.
We would like to offer you a free financial planning advice consultation with one of our advisors. Our financial advisors are based in South Wales.
We would be happy to meet to advise you on planning your next steps for the retirement you desire.
What would you like to do? Travel the world, skydive out of a plane, see a sunset in an air balloon, scuba dive in the Mediterranean Sea. Or maybe you just want to stay closer to home, spend time with your children and grandchildren. Go for walks in the forest, mountain biking with the whole family.
Whatever your aspirations for the years to come, we can help you achieve it. Are you ready?
We offer a no-obligation one-hour financial planning advice consultation at our cost. We will call you initially to arrange a convenient time to meet and that’s it, that is all you need to do to get started.
What have you got to lose?
Get in touch to take the first step
What Our Customers Say
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. Read More
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.”
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; Read More
“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!