0330 038 8941
Based in Swindon
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: April, 2022
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Ross and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 23 March 2025
Ross and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
80
Recent Client Reviews
Ross has received 80 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Ross has received 80 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 07 October 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
1
Qualifications Uploaded
Ross has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Ross has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Ross has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Ross has provided information on their typical fees
Ross has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Ross (based on 4 first impressions)
100% of users who are not yet clients had a positive first experience with Ross
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Ross (based on 4 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Ross and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 23 March 2025
Ross and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
80
Recent Client Reviews
Ross has received 80 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Ross has received 80 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 07 October 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
1
Qualifications Uploaded
Ross has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Ross has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Ross has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Ross has provided information on their typical fees
Ross has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Ross (based on 4 first impressions)
100% of users who are not yet clients had a positive first experience with Ross
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Ross (based on 4 first impressions)
About Clifford Wealth Management Limited At Clifford Wealth Management Limited, we pride ourselves on delivering bespoke financial advice tailored to the unique needs of our clients. Recognized as M&G Wealth's Partner of the Year in 2023, we have also received numerous awards for our holistic approach to financial planning and the significant number of clients we've successfully assisted as their Strategic Planning Partner. Expertise and Experience With over 15 years of experience in the financial services industry, I have been honored as the Financial Adviser of the Year in 2023 by M&G Wealth, one of the largest advice networks in the UK. Additionally, I have been consistently recognized as a Top Rated Adviser on VouchedFor since I began using the platform. My career journey includes working with some of the most reputable financial services providers, such as Nationwide Building Society and Prudential, before establishing my own business in 2021. This extensive background has equipped me with a wealth of expertise and knowledge, enabling me to make financial advice more accessible and impactful for everyone. Our Approach At Clifford Wealth Management Limited, we are dedicated to understanding our clients' circumstances and aspirations. We take the time to develop personalized financial plans that align with their objectives. Our clients appreciate our personable and professional service, built on a foundation of trust and open communication. Services We Offer We offer comprehensive advice across various financial areas, including: Retirement Planning Protection Investments Estate Planning Whether you are planning for retirement or looking to enhance your current financial situation, our advice is tailored to meet your specific needs. We believe that financial advice should be accessible to everyone, regardless of their financial status. You don't need a large nest egg or a lottery win to benefit from our services. Our Philosophy We understand that each individual has unique financial concerns, goals, and plans for the future. Our advice philosophy is rooted in gaining a deep understanding of what is important to you. By following a rigorous advice process, we ensure that our recommendations are tailored to your specific needs and requirements. Get in Touch Please don't hesitate to contact us to discuss your financial needs and discover how we can help you achieve your goals. Clifford Wealth Management Limited is proud to be an Appointed Representative of M&G Wealth Advice Limited. We are qualified in financial planning and advise on a range of carefully selected products from Prudential and other providers. Backed by the strength and credibility of Prudential, an M&G plc company with over 170 years of providing financial security, we are committed to delivering exceptional service and advice.
Offers available through VouchedFor
Contact Ross through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Ross's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
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