Clifton Asset Management Plc

www.clifton-asset.co.uk

Clifton Asset Management Plc has offered specialist financial services to business and individuals throughout the UK, since 1986. Core specialist fields include business funding, wealth management, auto-enrolment, exit strategies, employee benefits and individual and corporate protection. With over 100 staff the business specialises in the provision of financial products, administration services and technology to financial advisory businesses and their clients. Core services include Pensions administration (Morgan Lloyd), Discretionary fund management (Eden Park Investment Management), Investment platform (Viewpoint-Portfolio), comprehensive adviser and client information and valuation portal (My Viewpoint), appointed representative network/business acquirer (Clifton Wealth Partnership) and fully integrated back office technology (Connects).

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Clifton Asset Management Plc has offered specialist financial services to business and individuals throughout the UK, since 1986. Core specialist fields include business funding, wealth management, auto-enrolment, exit strategies, employee benefits and individual and corporate protection. With over 100 staff the business specialises in the provision of financial products, administration services and technology to financial advisory businesses and their clients. Core services include Pensions administration (Morgan Lloyd), Discretionary fund management (Eden Park Investment Management), Investment platform (Viewpoint-Portfolio), comprehensive adviser and client information and valuation portal (My Viewpoint), appointed representative network/business acquirer (Clifton Wealth Partnership) and fully integrated back office technology (Connects).

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City (Headquarters)

Bristol

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Founded

1986

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Social

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Potential Decision Makers

  • Chairman

    Email ****** @****.com
    Phone (***) ****-****
  • Adviser Support Team Leader

    Email ****** @****.com
    Phone (***) ****-****
  • Platform Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Head of Myviewpoint

    Email ****** @****.com
    Phone (***) ****-****

Technologies

(23)

  • amazon route 53
  • google universal analytics
  • amazon cloudfront
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