Meet the Team
Founder and chairman of Clifton Asset Management Plc, the innovators behind the pension-led funding brand (www.pensionledfunding.com ), providing high quality non-bank finance to SMEs across the UK. The Clifton group employs over 90 staff in their headquarters near Bristol which now includes the Viewpoint Portfolio platform.
Adam is a 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.
Adam provides thought leadership to the group including the Viewpoint Portfolio board.
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.
25 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 Eden Park Investment Management 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.
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 for Viewpoint Portfolio and the group. Ellis has a vast experience of operating businesses within a highly regulated environment.
John started at the Clifton Group in 2008 bringing with him over 20 years' experience in self invested pensions and holds the Diploma in Personal Financial Planning.
John provides technical oversight for all aspects of SIPPs for Morgan Lloyd SIPP Services Ltd as providers of the Viewpoint SIPP.
Ian has 17 years' compliance experience and responsibilities include advising the board regarding regulation, risk monitoring, T&C oversight and AML oversight.
Ian holds a range of controlled functions and qualifications include the Internal Compliance Association Diploma in Compliance and the CII Diploma in Financial Planning.
The management team are supported by a customer service team which will handle the day to day needs of adviser firms and their customers