Clifton Asset Management

Developing and implementing innovative financial services, products and technologies.

About Us

Clifton Asset Management Plc 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

  • Adam Tavener

    Adam Tavener

    Chairman

    Founder and chairman of Clifton Asset Management Plc, the innovators behind the Pension-led funding brand, providing high quality non-bank finance to SMEs across the UK.

    Adam is a former CBI regional council member, and has advised BIS, The Treasury and The British Business Bank on the shape and implementation of new bank referrals legislation.

  • Neil Greenaway

    Neil Greenaway

    Managing Director

    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 Plc, driving much of the technological developments therein and developing the strategic plans for the future growth of the business.

  • Anthony Carty

    Anthony Carty

    Group Financial Planning & Business Development Director

    30 years of experience in the financial services industry and a Board Director of Clifton Asset Management Plc.

    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.

  • Ellis Organ

    Ellis Organ

    Financial Director

    After eight years in practice, Ellis moved into industry in 1993 as Finance Director of a group of training companies.

    He joined the Clifton group in 1997 and is responsible for corporate governance and finance across the group. Ellis has a vast experience of operating businesses within a highly regulated environment.