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Forward House,
Henley-in-Arden
Warwickshire,
B95 5AA

Clifton Asset Management

A safe place for clients to keep an eye on all of their investments.

 

moneyFactsAward2014Clifton Asset Management has offered specialist financial services to businesses and individuals throughout the UK, since 1986. Clifton was judged the Business Moneyfacts ‘Best Alternative Funding Provider’ for 2014 and is also an Investors in People Gold Award winner. Core specialist fields include business funding, wealth management, auto-enrolment, exit strategies, employee benefits and individual and corporate protection.

In late 2013, Clifton took the decision to implement the moneyinfo client portal under the Viewpoint brand.

Neil Greenaway, Managing Director says -

"We are proud to have been looking after our clients’ investment needs for over 20 years and with the introduction of Viewpoint, we have provided our clients with a unique and safe place for them to keep an eye on all of their investments. Instead of leafing through lots of paperwork, usernames and passwords from different product providers, the portal provides daily updates on their entire wealth any time of the day or night with just one login and password.”

Carly Shute, Project Manager, says -

“One of the unexpected key benefits for the business has to be that our staff, especially the advisers, are able to log in and get information at their fingertips rather than waiting days for valuations to arrive. With multiple assets in pension schemes the ability to access this data from various parties at the click of a button saves a lot of time.”