Clifton Nash Financial Planners

Independent Financial Advisers in Cardiff & Bristol

We are Retirement Specialist Lifestyle Financial Planners

 

Do you worry about your retirement? Are you unsure of how to use the assets you have to plan the next stage of your life? What would you like to do next? Stop work? Start a new business? Travel? Learn a new skill or enjoy more leisure time? Spend more time with your family?  These are the types of thoughts that our clients have when they first come to us. If it sounds like you –you’ve come to the right place.

 

Do you know how much money to you need for a fulfilling retirement?

 

Our specially-developed method allows us to work out what you have now, and what you might have in the future. We can also work out the date you could stop work. Utilising our Financial Clarity System and Financial Modelling Tool we work with real numbers to plot various ways of using your assets to provide you with the income and lifestyle that you want in retirement. Our clients love it. We think you will too!

 

We provide financial advice to business owners who are typically in their 40s, 50s and 60s. We are highly experienced in this field and can advise you how to maximise you assets to the best possible effect. 

Contact Details

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Cardiff

 

Phone      

02920 892395

 

Address  

Clifton Nash
Henstaff Court
Groesfaen
Cardiff
CF72 8NG

 

 

 

Bristol

 

Phone  

0117 379 0076

 

Address 

Clifton Nash
Argentum House
510 Bristol Business Park
Coldharbour Lane
Bristol
BS16 1EJ

List of Services

Investments

  • Bonds
  • Collectives
  • EIS
  • Endowments
  • Fixed Interest
  • ISAs
  • OEICs
  • Offshore Collectives
  • Structured Products
  • Unit Trusts
  • VCT

Pensions

  • Annuities
  • auto enrolment
  • Executive Plan
  • Final Salary Pension
  • Income Drawdown
  • Personal Pension
  • Retirement Plan
  • SIPP
  • SSAS
  • Stakeholder
  • State Pension advice

Personal Insurance

  • Convertible Term
  • Critical Illness
  • Decreasing Term
  • Endowment
  • Family Income Benefit
  • Income Protection
  • Increasing Term
  • Investment Linked
  • Level Term
  • Long Term Care
  • Permanent Health Insurance
  • Private Medical
  • Renewable Term
  • Whole of Life
  • With Profits

Business Insurance

  • Employers Liability
  • Key Person
  • Pension and Capital
  • Professional Indemnity
  • Share Protection
  • Relevant Life

Wealth Preservation

  • Inheritance Tax
  • Trust Information

Clifton Nash Financial Planners is a trading style of Active Financial Partners Limited which is authorised and regulated by the Financial Conduct Authority, our authorisation number is 301860. 

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We provide Financial Advice in...

Financial Adviser (IFA) in Avon; Bath, Bristol, Clevedon, Nailsea and Weston-super-Mare

 

Financial Adviser (IFA) in Gloustershire; Cheltenham, Chipping Sodbury, Cirencester, Dursley, Gloucester, Lydney, Mitcheldean, Newent, Stow-on-the-Wold, Stroud, Tewkesbury, Wotton-under-Edge and Cinderford

 

Financial Adviser (IFA) in Somerset; Bridgwater, Burnham-on-Sea, Chard, Cheddar, Dulverton, Frome, Glastonbury, Highbridge, Minehead, Shepton Mallet, South Petherton, Street, Taunton, Temple Cloud, Templecombe, Watchet, Wedmore, Wells, Wincanton, Winscombe and Yeovil

 

Financial Adviser (IFA) in Wiltshire; Amesbury, Calne, Chippenham, Devizes, Malmesbury, Marlborough, Melksham, Mere, Pewsey, Salisbury, Shaftesbury, Swindon, Trowbridge, Warminster and Westbury

 

Financial Adviser (IFA) in Herefordshire and Worcestershire include; Redditch Broadway, Bromsgrove, Droitwich, Hereford, Kidderminster, Ledbury, Leominster, Malvern, Pershore, Stourport-on-Severn, Worcester, Kington, Pencombe, Ross-on-Wye, Wormbridge

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