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01934 310653

01173 701730

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Independent Financial Adviser Clifton

Independent Financial Advisers / IFA in Clifton

Invest Southwest have independent financial advisers based in Clifton and surrounding areas throughout the South West. Each financial adviser is highly qualified and vastly experienced and will be happy to meet with you in the comfort of your own home.

We have built up an excellent reputation as an independent financial advisor Clifton. This can be evidenced on sites such as Google reviews, Qype and Vouchedfor.

All of our financial advisors believe good quality advice is rarely transactional and success is evidenced by building long term relationships with our clients. Our professional advisers are authorized by the Financial Conduct Authority, and you can check this quickly and easily online through the search facility on the Financial Conduct Authority website.

We provide a fully independent service, which means our clients receive unbiased and unrestricted advice based on a comprehensive and fair analysis of the relevant market.

The following forms of advice are provided in your area:

  • Investment advice in Clifton such as ISAs, OEICs, Bonds and Investment Trusts, Onshore and Offshore
  • Pension advice in Clifton including Personal Pensions, Retirement Planning and Annuities
  • Savings advice in Clifton such as Regular Savings Plans, School Fees planning, National Savings and ISAs
  • Mortgage advice in Clifton including Remortgages and Equity Release
  • Personal Protection advice in Clifton such as Life Cover, Income Protection and Critical Illness
  • Estate & IHT Planning in Clifton including Asset Protection, Gifts, Trusts, Wills and Probate
  • Long Term Care advice in Clifton such as Home Reversion Plans and Specialist Advice
  • Business advice in Clifton including Commercial Finance, Key Person Cover, Group Pensions and Auto-Enrolment

When providing advice, our fees are clearly explained at outset and all initial meetings are free and if you feel comfortable that we are the right advisers for you we will agree on how to pay for our service. More information on ways to pay can be found on the costs and services page.

Please call us on 01173 701730 or fill in our enquiry form to arrange your free initial meeting with our independent financial advisor Clifton.

Facts about Clifton

Clifton is an inner suburb of the English port city of Bristol. Clifton was recorded in the Domesday book as Clistone, the name of the village denoting a 'hillside settlement' and referring to its position on a steep hill. Until 1898 Clifton St Andrew was a separate civil parish within the County Borough of Bristol. Various sub-districts of Clifton exist, including Whiteladies Road, an important shopping district to the east, and Clifton Village, a smaller shopping area near the Avon Gorge to the west.

Although the suburb has no formal boundaries, the name Clifton is generally applied to the high ground stretching from Whiteladies Road in the east to the rim of the Avon Gorge in the west, and from Clifton Down and Durdham Down in the north to Cornwallis Crescent in the south. This area corresponds roughly with the city wards of Clifton and Clifton East, although the former also includes the river side suburb of Hotwells.

Clifton is one of the oldest and most affluent areas of the city, much of it having been built with profits from tobacco and the slave trade. Situated to the west of Bristol city centre,it was at one time a separate settlement but became attached to Bristol by continuous development during the Georgian era and was formally incorporated into the city in the 1830s. Grand houses that required many servants were built in the area. Although some were detached or semi-detached properties, the bulk were built as terraces, many with three or more floors. One famous terrace is the majestic Royal York Crescent, visible from the Avon Gorge below and looking across the Bristol docks. Berkeley Square which was built around 1790 is an example of Georgian architecture. Secluded squares include the triangular Canynge Square. The ABC Cinema on Whiteladies Road was converted into offices and gymnasium in the 1990s but there are now plans to re-open it as a cinema.Clifton Lido was built in 1850 but closed to the public in 1990, it was redeveloped and opened again to the public in November 2008.

Reviews and Ratings for Financial adviser Matthew Duncan, Derby