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Adam Tavener
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Work Experience
Chairman
Mar 2014 - Present · 10 years and 9 months
Company Details
51-200 Employees
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).
Year Founded
1986
Social Media
LinkedinFacebookTwitter
Industry
Financial Services, Outsourcing of financial services and administration, Consumer credit financing, finance houses, Financial and insurance services, Business Services, Management services, Services to businesses, Consultants
HQ Location
69-71 Macrae Rd Clifton Asset Management Plc Bristol, Pill BS20 0DD, GB
Keywords
Corporate FinancePension-led funding strategiesand Clifton Asset ManagementClifton Asset Management
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