Business Details
32 Years
experience
Clifton Asset Management Financial Innovation Experts
Clifton Asset Management has established itself as a pioneer in financial services innovation, driven by a philosophy of continuous improvement and customer-centric solutions. Since our formation, we have prioritised technological advancement to address inefficiencies in traditional financial advisory models. Our dedicated technology department designs and implements digital applications that enhance administrative efficiency and deliver superior client experiences. With over three decades of experience, our executive team combines deep industry expertise with a forward-thinking approach to wealth management, pension solutions, and investment platforms.We specialise in creating tailored financial products for both business owners and individual clients, supported by FCA-regulated subsidiaries and cutting-edge platforms like MyViewpoint and Connects X. Our commitment to innovation is matched by a rigorous adherence to regulatory compliance and client trust, ensuring long-term value creation for all stakeholders.
Services
Pension Management
Wealth Planning
Investment Platforms
Financial Technology
Adviser Support
Details
- Year established: 1994
Highlights and features
- We offer 30+ years of experience in financial services innovation
- Our FCA-regulated platforms ensure compliance and client protection
- We develop proprietary technology to enhance advisory efficiency
- Our team includes industry-recognised experts in pensions and investments
- We provide tailored solutions for both business owners and individual clients
Associations and certifications
- FCA
Services
Pension Management
We provide comprehensive pension trustee and administration services, specialising in Small Self-Administered Schemes (SSAS) and Self-Invested Personal Pensions (SIPP). Our solutions combine flexible investment options with cost-effective structures for business owners and individuals. With expertise since 2003, we deliver innovative pension management through FCA-regulated platforms.
Wealth Planning
Our wealth management services offer tailored financial advice supported by cashflow modelling and market-leading technology. Clients access diversified investment portfolios and utilise the MyViewpoint platform for holistic financial visualisation. We focus on long-term outcomes through cost-effective, technology-driven solutions for private clients.
Investment Platforms
We develop advanced investment platforms including Morgan Lloyd Invest, offering General Investment Accounts, ISAs, and Offshore Bonds. Our technology enables advisers to manage client investments efficiently, with access to risk-profiled portfolios from leading providers like Hymans Robertson and Charles Stanley.
Financial Technology
Our Connects X and MyViewpoint platforms revolutionise adviser-client interactions through secure, integrated technology. These tools streamline client management, provide real-time financial data visualisation, and enhance communication between advisers and clients across multiple asset classes.
Adviser Support
We empower financial advisers with market-leading products, technology platforms, and acquisition opportunities. Our Connects X software and partnership models help advisers improve efficiency, manage client relationships, and access innovative investment solutions across our network.
People
Neil Greenaway
Chief Executive Officer
With over 25 years' experience in financial advice, Neil has driven Clifton's technological innovations and strategic growth since joining the company.
Anthony Carty
Managing Director
A 30-year financial services veteran, Anthony contributes to Clifton's vision and regularly speaks at industry events as a sector expert.
Ellis Organ
Chief Financial Officer
Ellis brings extensive regulated industry experience, overseeing corporate governance and finance for the Clifton group since 1997.
Carly Shute
Chief Operating Officer
Carly has led Clifton's mergers and acquisitions programme and product development across the group during her 15+ year tenure.
Questions
What financial services does Clifton Asset Management offer?
We provide pension management, wealth planning, investment platforms, financial technology solutions, and adviser support services across the UK.
Are your services regulated by financial authorities?
Yes, several subsidiaries including Morgan Lloyd SIPP Services Ltd are authorised and regulated by the Financial Conduct Authority (FCA).
How do you support financial advisers?
We offer technology platforms like Connects X, market-leading products, and partnership opportunities to enhance adviser efficiency and client management.
What technology platforms do you develop?
Our platforms include MyViewpoint for client financial visualisation and Connects X for adviser client management software solutions.
How long have you been in business?
Clifton Asset Management has developed financial solutions for over 30 years, with some subsidiaries operating since the early 1990s.
What pension schemes do you specialise in?
We focus on Small Self-Administered Schemes (SSAS) and Self-Invested Personal Pensions (SIPP) with flexible investment options.
Reviews (6)
Dan Pascall
Jan 05, 2022
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Positive:Professionalism,Quality,Responsiveness
A highly professional service which is been tailored to my needs and been delivered brilliantly by David and Elaine. Thank-you for your patience, advice and time during this process.
A highly professional service which is been tailored to my needs and been delivered brilliantly by David and Elaine. Thank-you for your patience, advice and time during this process.
Terry Healy Group Ltd
Nov 08, 2021
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Positive:Professionalism,Responsiveness
David & Elaine have assisted my businesses with various financial products over the years. I highly recommend their services.
David & Elaine have assisted my businesses with various financial products over the years. I highly recommend their services.
Steven Rames
Jul 22, 2021
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A company that makes the complex clear. From the first contact they take great pain to ensure the client understands the process and has a balanced view of options, risk and reward regardless of the clients prior knowledge. The team are then quick to respond, to follow up and lend support throughout the process making sure it flows as quickly as possible while the client is comfortable in their understanding and in charge of the facts at every stage. Working across different team members at Clifton is seamless, each being right up to speed with your case so all communication moves you forward without
Kevin Fitzmaurice
Jun 16, 2021
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The team at Clifton, especially Alan and Heather have done a great job in helping me understand how I can finance my new business opportunity. With clear communication and thorough management of the detail I have now got the chance to fulfil a lifetime dream of working with my family on a new business opportunity using investments I've made over my career. Thanks for such a professional approach - well done team Clifton.
Alan Stackhouse
Mar 29, 2021
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I used Clifton to consolidate my separate pension funds into one. This new consolidated pension pot then provided me with the opportunity to access my pension savings to invest in the acquisition of a business for my daughter. I can certainly recommend Clifton for the pension services they provided and in particular the two individuals who guided me through the process from end to end, Alan Crook and Heather Harding.
Adam Chetland
Jan 06, 2020
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Having recently moved house, my wife and I sought advice to take out a new life insurance policy. From the initial contact, all the way through to the policy being agreed and in place, Clifton Asset Management have been brilliant. James came out to visit us and explained everything in detail and made the whole process really simple. It was great to have someone go through our circumstances and find the best deal to give us piece of mind. James was also on hand to answer any questions we had and was reliable in coming back to us. The application process was also made extremely easy with great communication
