Clifton Asset Management
Developing and implementing innovative
financial services, products and technologies.
About Us
Clifton Asset Management Ltd has, from the company’s formation, been seen as an innovator in financial services.
After developing a commercial application for a little understood pension methodology, the executive team realised that the poor customer journey caused by using 3rd party providers could stifle growth.
This has ingrained the philosophy of innovation into the core of the business process.
The business ethos being, “if something doesn’t work, let’s innovate around this and see if our solution is more efficient and gives the customer a better outcome”.
Over the last 10 years, the focus has been on delivering technology solutions wherever possible.
Clifton is probably unique among financial advisory firms in setting up a dedicated technology department, with the remit to design, build and implement digital applications to improve administrative efficiency and provide customers with best-in-class experiences.
Executive Team
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Neil Greenaway
Chief Executive Officer
More than 25 years' experience in providing financial advice and strategy to small and medium-sized business owners.
Neil has been instrumental in the growth of Clifton Asset Management Ltd, driving much of the technological developments therein and developing the strategic plans for the future growth of the business.
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Anthony Carty
Managing Director
30 years of experience in the financial services industry and a Board Director of Clifton Asset Management Ltd.
Anthony has been a key contributor to the vision of Clifton Wealth and the services provided by the Clifton group. Anthony is a regular speaker at investment and financial services industry events and is highly regarded within the sector.
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Carly Shute
Chief Operating Officer
Carly started with Clifton as part of the Graduate Training Programme and has worked extensively across the group for over 15 years, gaining wide experience in the financial services industry, and becoming a leader in the Clifton mergers and acquisition programme.
Carly has also been involved with the development of products and services for the Clifton group and taken on leadership roles across the business.
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Jo Swain
Chief Risk Officer
Jo joined Clifton Asset Management as Chief Risk Officer in May 2025, bringing more than 25 years of experience in financial services. She has built her career leading on compliance and risk management, with senior roles across insurance, retail banking, card services and financial advice.
At Clifton, Jo plays a key role in shaping our approach to risk and governance, ensuring we continue to deliver innovation, growth and value for our clients.
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Ashley Wise
Chief Technology Officer
Ashley joined Clifton Asset Management as Chief Technology Officer in 2026, bringing more than 20 years of experience across financial services, wealth management and private banking.
Before joining Clifton, Ashley spent five years as Partner and Chief Technology Officer at Saltus and previously held senior technology roles at Edmond de Rothschild. At Clifton, he leads the development of our technology strategy, with a focus on client and adviser systems, data, operational efficiency and the responsible use of artificial intelligence.
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Edward Ellis
Chief Financial Officer
Edward joined Clifton Asset Management as Chief Financial Officer in 2026, bringing more than 12 years of experience across financial services, strategic finance and business planning.
Prior to joining Clifton, Edward was Director of Strategy, Financial Planning and Analysis at Kingswood Group, having previously worked at NatWest Group. At Clifton, he works closely with the executive and finance teams to support the group’s long-term growth, providing commercial insight and helping strengthen financial planning across the business.