Our mission is simple…
to empower you with the knowledge and tools needed to make sound financial decisions that align with your goals and values
How can we help
General financial planning
Our goal is to help you create a roadmap to financial success that reflects your aspirations
Retirement readiness
We help you secure your future by making informed choices about your retirement savings and income streams
Mortgage Advice
Access thousands of mortgage products from over 80 lenders
Straight-talking, no nonsense, no jargon advice
502
happy customers
72
million pounds under management
130
positive google reviews
80
years + of combined experience
Getting started is easy, fast and free.
0117 440 7869
Knightwood Court, Mead Road,
Stoke Gifford, Bristol, BS34 8PS
0117 244 7583
Park Edge, 359A Church Road,
St George, Bristol, BS5 8AQ
Cleeve Financial Planning with St. James’s Place Wealth Management PLC are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see our Privacy Policy or the St James’s Place Privacy Policy .