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Supporting a leading wealth management and pension administration firm

Financing facilities have been raised to support the acquisition and to fund future growth.

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JEGI CLARITY has provided Debt Advisory services to assist CBPE’s investment in Clifton Asset Management.

Founded in 1986, Clifton has a long history in pensions administration and wealth management. Over the past decade, it has grown into a vertically integrated, client-focused wealth manager, offering a comprehensive range of services. These include retirement planning, tax advice, asset management, and a wealth platform, with a particular focus on individuals and small to medium-sized enterprises.

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