Clifton Wealth Management - Bristol

Michael Perryman

Joe has been so helpful in setting up my pension. He even advised me on my pensions with other providers, and the best route to take with those. He's on hand, should I need anything or have any questions, and I feel like he genuinely cares about me as a client.

He always explains everything clearly and I feel confident in his knowledge and advice.

I definitely wouldn't hesitate to recommend him to anyone needing financial advice.

Holly McCarthy-Cook

I have recently set up my pension at Clifton Wealth Management with Joe Sykes and my experience so far has been excellent. From our first meeting I felt confident that Joe understood my needs and he explained everything in a wonderful clear way, so that I could completely understand the process.

Any questions I have I feel completely at ease emailing Joe and he always comes back to me asap. He is also happy to meet to discuss anything face to face which is great!

I would recommend Joe and CWM to anyone as my whole experience has been excellent.

Thank you Joe!

Matthew Clark

Joe has been extremely helpful for me in taking over my pension and investment portfolio.

From when he first called right the way through Joe has been able to explain things in both layman's terms and in great depth at a more techinical level.

He has shown me that my money wasn't working for me nearly as effectively as it could have been and has then helped me to change that. Whenever I have had questions or queries Joe has always been able to explain things in a clear and concise manner. He also talks with me about my future ambitions and has made sure my investments align with these goals.

I would highly reccomend Joe and St James Place to anyone and everyone looking to achieve their financial goals.