Ashley's reviews
Reviewed for
Insurance and Protection ( 68 )
Mortgages ( 128 )
Pensions ( 96 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 21 )
Auto Enrolment ( 2 )
Investments and Savings ( 60 )
Pension Transfers - Non Specialist ( 26 )
Inheritance Planning ( 3 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 18 )
Financial Planning ( 13 )
Financial Mentoring ( 5 )
Financial Coaching ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 9 )
£200k - £500k ( 12 )
£100k - £200k ( 6 )
£50k - 100k ( 9 )
Up to £50k ( 65 )
Review
by a verified client in West Midlands
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To seek pension advice on retirement
How has Ashley Clifton helped you?
He has helped consolidate and manage pensions payments.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing , I'm aware of.
Review
by a verified client in West Midlands
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I initially requested mortgage advice from Ashley and through his excellent level of service, I have been a client for 10+ years.
How has Ashley Clifton helped you?
Ashley has helped me organise my pension, investments and still manages my mortgage.
Have you seen the outcome you were hoping for?
Progress is continually being made.
What could they have done better?
Ashley's service is excellent. I am struggling to find even constructive criticism.
Review
by a verified client in West Midlands
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My previous advisor passed away.
How has Ashley Clifton helped you?
Overhaul of my portfolio, giving me more options. Clearly sets out where my money is held.
Have you seen the outcome you were hoping for?
Yes, my financial situation has improved.
What could they have done better?
Carry on doing the same.
Review
by a verified client in West Midlands
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My father has been using Ashley for many years and I continued with the good advise Ashley was giving our family.
How has Ashley Clifton helped you?
Ashley has been helping my family for a number of years and he helped my father and he has been a fantastic help for me.
Have you seen the outcome you were hoping for?
I have been really pleased for the outcome.
What could they have done better?
Don't think there is nothing they could have done better.
Review
by a verified client in West Midlands
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning for retirement.
How has Ashley Clifton helped you?
Ashley has scrupulously dealt with my financial needs over the last few years. He has always been an incredible adviser and listener, with attention to detail being of paramount importance, projecting a plan aimed at my future needs.
Have you seen the outcome you were hoping for?
Most definitely.
What could they have done better?
In my opinion Ashley could not improve on, what is, his field of expertise. well done!