Clifton Asset Management
Developing and implementing innovative
financial services, products and technologies.
Clifton Asset Management plc has, from the company’s formation, been seen as an innovator in financial services.
After developing a commercial application for a little understood pension methodology, the executive team realised that the poor customer journey caused by using 3rd party providers could stifle growth.
This has ingrained the philosophy of innovation into the core of the business process.
The business ethos being, “if something doesn’t work, let’s innovate around this and see if our solution is more efficient and gives the customer a better outcome”.
Over the last 10 years, the focus has been on delivering technology solutions wherever possible.
Clifton is probably unique among financial advisory firms in setting up a dedicated technology department, with the remit to design, build and implement digital applications to improve administrative efficiency and provide customers with best-in-class experiences.
Founder and chairman of Clifton Asset Management Plc, the innovators behind the pension-led funding brand, providing high quality non-bank finance to SMEs across the UK.
Adam is a former CBI regional council member, and has advised BIS, The Treasury and The British Business Bank on the shape and implementation of new bank referrals legislation.
More than 25 years' experience in providing financial advice and strategy to small and medium-sized business owners.
Neil has been instrumental in the growth of Clifton Asset Management Plc, driving much of the technological developments therein and developing the strategic plans for the future growth of the business.
Group Financial Planning & Business Development Director
30 years of experience in the financial services industry and a Board Director of Clifton Asset Management Plc.
Anthony has been a key contributor to the vision of Clifton Wealth and the services provided by the Clifton group. Anthony is a regular speaker at investment and financial services industry events and is highly regarded within the sector.
After eight years in practice, Ellis moved into industry in 1993 as Finance Director of a group of training companies.
He joined the Clifton group in 1997 and is responsible for corporate governance and finance across the group. Ellis has a vast experience of operating businesses within a highly regulated environment.
COVID-19 – Update for Employers and Employees
As the COVID-19 situation develops, we are committed to adhering to the advice provided by local and government authorities, by applying a best practice and proactive approach.
In the interest of health and safety as well as business continuity, our staff will continue to work remotely where possible. We are well equipped and in a strong position to manage through these unprecedented times.
We have invested in the technology and training to allow us to operate remotely and therefore would like to reassure you that all the necessary steps have been taken to ensure that our service to you operates with as little impact as possible.
In the interim period, can we ask that any queries you have are directed through the “contact us” section on our websites this will help us manage your queries as efficiently as possible. Additionally, and where possibly please send any documentation, unless a wet signature is requested, electronically.
During such unprecedented times, we would like to take the opportunity to reiterate that our priority is the health and well-being of our staff and our clients, while endeavouring to continue to deliver an uninterrupted service to you.
We will of course continue to monitor the situation closely and will provide you with further updates as appropriate.
Should you have any further questions, please do not hesitate to contact us.