Stephen Clifton was recommended to me by one of my colleagues. My prior experience of financial advisers was unsatisfactory, the advice either seemed over-complicated or didn’t address my individual requirements. With Stephen at last I found someone who listened and explained things clearly and relevantly. His proactive, personable approach and continuous attention mean that I now trust my best interests are being met on an ongoing basis. I feel more confident in my retirement planning and he is also a real pleasure to work with.
I've used a couple of previous financial advisers, the first was slightly patronising, the second was always difficult to get hold of! Stephen is neither of these! He has been looking after my investments for the last 15 years, he is always available and is friendly and professional. He arranged my investments through a difficult relationship break up when I was worried I might not be able to manage. I feel totally looked after by this very skilled portfolio manager and trust him implicitly. His advice is reasoned and tailored to my needs. The results have confirmed my trust. I know that he is constantly adjusting and monitoring my investments and looks to my future in a way I don't!