Value proposition

Clifton Asset Management has offered specialist financial services to business & individuals across the UK, since 1986

Clifton Asset Management Plc has offered specialist financial services to business and individuals throughout the UK, since 1986. Core specialist fields include business funding, wealth management, auto-enrolment, exit strategies, employee benefits and individual and corporate protection.

With over 100 staff the business specialises in the provision of financial products, administration services and technology to financial advisory businesses and their clients. Core services include Pensions administration (Morgan Lloyd), Discretionary fund management (Eden Park Investment Management), Investment platform (Morgan-Lloyd Invest), comprehensive adviser and client information and valuation portal (My Viewpoint), appointed representative network/business acquirer (Clifton Wealth Partnership) and fully integrated back office technology (Connects).

Corporate Finance, Pension-led funding strategies, and Clifton Asset Management