Clifton Asset Management Plc

Developing and implementing innovative financial services,
products and technologies.

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Financial
Technologies
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Financial
Services
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Financial
Products

Financial Services

Morgan Lloyd
Pension

Morgan Lloyd has been providing pension trustee and administration services since 2003, supporting individuals and business owners to achieve their retirement goals.

Small Self-Administered Schemes (SSAS) and Self-Invested Personal Pensions (SIPP) benefit from allowing members to invest flexibly. Morgan Lloyd has extensive experience delivering complex solutions to business owners while also developing and delivering lower cost, simplified arrangements for those whose requirements are more standard.

With a customer focused, innovative approach Morgan Lloyd is highly regarded in the self-invested pension market and leveraging best-in-class technology, attracting pension management business from significant third parties.


Financial Services

Eden Park
Investment Management

Discretionary Managed Model Portfolios.

Eden Park Investment Management work exclusively with Financial Advisers and provide a platform-only managed portfolio service offering a diverse range of risk-profiled portfolios to meet client needs.

Currently featuring portfolios from the Hymans Robertson Investment Services, Charles Stanley and LGT Wealth Management range, Eden Park Investment Management takes a pragmatic, long term approach to securing best in class investment options for clients.


Financial Services

Clifton Wealth Partnership Adviser

Providing Financial Advisers access to market leading products, services, technology and support through partnership or acquisition. Clifton Wealth Partnership – Adviser, features Connects – X Technology that simplifies the management of a financial services business and its client relationships, driving efficiency and creating value.


Financial Services

Clifton Wealth Partnership Private Client

A trusted wealth management business, giving clients access to products and services and utilising market-leading technology to drive high quality outcomes in a cost-effective manner.

Comprehensive financial advice supported by cashflow modelling, enables clients to visualise their financial future, illustrate different scenarios and instantly understand the impact of key decisions on life events along the way.

Clifton Wealth Partnership clients have access to MyViewpoint, a market-leading financial technology platform that allows clients to see their finances in an attractive and visually interesting way, while at the same time managing their adviser relationship, all in one place.


Financial Services

Clifton Consulting Ltd

A specialist advisory business with core competencies including Small Self-Administered Schemes (SSAS) and Self-Invested Personal Pensions (SIPP), pension transfers and uses of pension in business funding situations.

Clifton Consulting Advisers are among the most experienced in the UK for understanding and advising on the business applications of specialist pension methodologies.


Financial Technologies

Connects

Connects technology teams have developed software-driven platforms for Financial Advisers.

Currently, Connects provides the Adviser community with two powerful solutions, Connects – X, Client Management software, and MyViewpoint, a client information and communication portal.


Financial Technologies

MyViewpoint

The MyViewpoint client portal gives clients secure access to their entire financial life in one place.

Clients can view their investments managed via Morgan Lloyd and the Morgan Lloyd Invest platform alongside their property, bank accounts and other investments, so everything can be held in one place.

MyViewpoint is also a powerful client/adviser communications platform, giving both access to real time information on which to base advice and recommendations.


Financial Technologies

Morgan Lloyd
Invest

Morgan Lloyd Invest is our investment platform offering General Investment Account (GIA), ISA, Self-Invested Personal Pensions (SIPP) and Offshore Bond Investment accounts.

The platform has been built on the very latest technology, providing Morgan Lloyd Invest Advisers and their clients with market-leading functionality.

Morgan Lloyd Invest makes the process of Advisers managing customers’ investments as easy as possible. The platform team work closely with firms to ensure Advisers get the most out of the service.


For over 30 years Clifton Asset Management Plc has developed and brought to market a variety of solutions for Financial Advisers and clients throughout the UK.

These solutions are born from experience and tested in the commercial environment.

Clifton is committed to ensuring that all stakeholders receive exceptional products and services through our network of group businesses.