Roberts Clifford Weath Management - Eastbourne

Roberts Clifford Wealth Management is a financial consultancy firm located at Address: 104 South St, Eastbourne BN21 4LW, United Kingdom. The company can be reached at Phone: 1323404129.

One of the key features of Roberts Clifford Wealth Management is their commitment to providing financial consulting services. Their team of experts is dedicated to helping clients achieve their financial goals and make informed decisions about their money. They offer a wide range of services, including investment advice, retirement planning, and tax planning.

Roberts Clifford Wealth Management is also committed to accessibility and inclusivity. Their building has a wheelchair-accessible car park, wheelchair-accessible entrance, and wheelchair-accessible toilet, making it easy for clients with mobility issues to visit their office. They are also LGBTQ+ friendly, ensuring that all clients feel welcome and respected.

In addition to their expertise and commitment to accessibility, Roberts Clifford Wealth Management has received excellent reviews from their clients. They have 7 reviews on Google My Business with an average opinion: 5/5. This is a testament to their dedication to providing high-quality financial consulting services.

If you're looking for a financial consultancy firm that is knowledgeable, accessible, and committed to serving their clients, Roberts Clifford Wealth Management is an excellent choice. They are located in the heart of Eastbourne, making it easy for clients in the area to visit their office. For those who live further away, their website is a valuable resource for learning more about their services and getting in touch.

Reviews of Roberts Clifford Weath Management

Tim Pomfret

5/5

We were introduced to Roberts Clifford by our daughter who works within the industry. We were met by Ian Porter who is now looking after our finances. At our meetings they came across as a very caring understanding and sensitive to our needs. Being pensioners we are concerned about our future and Ian came across as fully aware of what we need with both growth and tax implications, looking after the children and grand children's future. We were made to feel very relaxed at our meetings and have faith in the way our investments are being looked after. Would recommend Roberts Clifford to any body that asked.

Angie Parsons

5/5

I have found Ian Porter of Roberts Clifford Wealth Management to be very professional and approachable. He is clear and thorough in his explanations and I have every confidence in the work he is doing on my behalf.
I would have no hesitation in highly recommendIng his services.

Andrew Porter

5/5

I have been really impressed with professionalism and level of insight gained from the team at Roberts Clifford. They have provided me with first class service and are always on top of every situation providing informed and helpful information. Often they have provided help and support simply because it helps and that has been invaluable in ensuring that all of my personal financial matters are handled in the right way - and at the right time. There is a professional "no pressure" approach which is both informed and reassuring.

Tony Browne

5/5

Having become disenchanted with my previous IFA I have been fortunate to meet and pass over my investments to Ian for him to to rearrange them for my present lifestyle. He is extremely courteous and answers questions promptly. He has also given advice to my daughter regarding her mortgage problem; and I would recommend him to anyone.

Alexandra Funnell

5/5

I have found Ian Porter of Roberts Clifford Wealth Management a pleasure to work with. He is knowledgeable and extremely helpful. I would have no hesitation in recommending him.

Kim Arnold

5/5

Very knowledgeable, informative, professional and friendly. Nothing seems too much trouble. Can wholeheartedly recommend.

Guy Brown

5/5

Skilled cost effective advice. Very pleased with the highly efficient and clear service provided.