About Us

Who we are

The Clifton Group has a long track record of operating in its specialist market, predominantly through its main advisory company, Clifton Consulting Ltd. Clifton’s core business is assisting owner managers of small and medium sized enterprises (SMEs) in the UK to raise Business Finance, mainly through the use of Small Self-Administered Pension Schemes (SSASs) and Self Invested Personal Pensions (SIPPs).

The majority of these Pension schemes are provided by CC’s sister companies Morgan Lloyd Administration Ltd (SSAS, trustee services provided by Morgan Lloyd Trustees Ltd) and Morgan Lloyd SIPP Services Ltd (SIPP, trustee services provided by ML SIPP Trustees Ltd).

Another advisory company, Clifton Wealth Ltd, provides general investment advice to these customers (discretionary fund managers (DFMs) via the Novia platform offering protection, IHT advice etc.), plus employer offered pension schemes.

What we do

Clifton Group Companies offer a basket of services based around the core proposition. These have been developed over 20 years and are tailored to meet the requirements of business owners and shareholders:

  • Development of pension-led business funding strategies
  • Implementation and management of Small Self-Administered Pension Schemes
  • Implementation and management of Self-Invested Personal Pension Schemes
  • Pension trustee management and associated services
  • Employee benefits advice and management
  • Protection, investment and related offerings
  • Auto Enrolment
Our executive team