Radcliffe & Co

Informed,Impartial & Independent

First Floor Meridians House, 7 Ocean Way, Southampton, SO14 3TJ Directions

   Now closed Open Tuesday 09:00 - 17:00

Why Choose Us?

We Are Specialists
Extensive Knowledge
Professional Advice

Business overview

Experienced financial advisors in Salisbury

After the company's formation, we have expanded significantly. We are a proud team of 21 registered individuals. With the administration staff necessary to support the work, we are recognised in the industry as a large, regional independent financial adviser. We are probably one of the largest independently owned financial firms on the South Coast. Our client base is in excess of 15,000 and we administer the pension schemes of over 130 different employers. Our company shares are owned by the management team and consultants. We are committed to the concept of professional quality advice. Our financial advisors connect with clients throughout Wiltshire including Salisbury.

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Products & Services

Auto enrolment

Auto enrolment advice

Company Pension Specialists

Equity Release

Life Assurance

Private Medical Insurance

Independent Financial Advice

Inheritance Tax Advice

Investment Advice

financial consultants

financial planning

financial services

fca regulated

independent financial advisers

income protection insurance

investment & trust companies advice

investment consultants

investments

life assurance & pension companies

life assurance & pension consultants

life insurance

pensions

tax planning

tax advice

Employee benefit schemes

Reviews

No longer a good company to work with.

1
54 minutes ago

NEW

I'm not sure what's happened at Radcliffe but, other than one piece of legally required correspondence - I'm still waiting for a reply to my response and requests, I've had no contact from this company in the past 11 months. Having previously placed a £350K investment through Radcliffe and agreeing new review actions with one of its financial advisors in September 2021, I've received no follow-up since. I couldn't feel a less valued client - time to move my investment.
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Safe and Sure

5
We put our trust into Radcliffe's and invested our modest financial resources with the company over twenty years ago. From the outset we were treated on a very personal basis, instilling confidence in the management of our funds, safe in the knowledge that we were in confident hands. Never a moment of doubt since. Wise investments on our behalf have rewarded that initial step.

We have no reservations about sharing that confidence.
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Approachable and professional with great expertise

5
I have been very impressed by the service from Radcliffes. Jon has been brilliant at leading me through the complexities of my pension arrangements and tax obligations. Mine is a particularly unusual situation and Jon's great knowledge and expertise really helped provide clarity and gave me confidence in the actions that needed to be taken to provide the best outcome for me. Approachable and professional at all times I can't fault the service and have been recommending Radcliffes to others. I am very grateful to Jon for all of his help and taking the stress out of it for me.
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Well done Radcliffe

5
We have been impressed with Radcliffes. Since joining them we have not looked back. The quality of the service given has considerably exceeded that provided by our previous financial advisors and we have confidence that our needs are being considered in a full understanding of our personal circumstances. Their service has been comprehensive and we have never felt that there have been aspects with which we would not seek their advice.
We are at the interesting point of transition from employment to retirement with all the considerations that entails. We have looked for assurance that our overall financial health and projections of it will enable us to enter the future with confidence.
Our personal financial advisor from Radcliffes has been Jacqueline Moore who has been a real gem. She has been responsive and eager to engage in a very friendly and professional way. She has analysed our circumstances in a most methodical and comprehensive manner, and has made well thought-out, sometimes innovative, proposals for action. Our reviews have always been both informative and valuable. With her guidance we are succeeding in our overall financial objectives and indeed have increased the overall value of our estate despite recent market set-backs. The IHT analysis and advice has been particularly welcome.
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Service received from Radcliffe & Co

5
We have been well pleased with the advice that Jacqui has given us regarding our investments.

She is very knowledable about the services you offer and it is always a pleasure to see her.
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