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


happy customers


million pounds under management


positive google reviews


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 .