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Free Financial Planning Consultation – Clifton Nash
Clifton Nash - Retired Couple Playing Golf

Free Financial Planning Consultation

Clifton Nash offer a no-obligation one-hour 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 consultation with one of our advisors. We are financial advisors based in South Wales and South West of England.

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 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?

Complete the form below and we will be in touch.
We look forward to meeting you.

Get in touch to take the first step

For more information on how we act on behalf of our clients, our payment structures and terms please read our Client Agreement and  Value & Service Proposition

What Our Customers Say

  • I would suggest that for anyone over 50 it is a must.

    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

    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.”

    Mandy Withers
  • Exactly what I was looking for, and at a reasonable cost,

    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

    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!

    Steve Collard on behalf of Marie

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.