About us
Our Story
Cleeve Financial Planning opened its doors in 2019, and we have been providing regulated financial advice and retirement planning services to our clients in Bristol and the South West ever since. We have 5 fully qualified financial advisers supported by a team of Practice Support Specialists, and we are still growing!
Everyone we bring into the team, whether it be advisers, senior management or support staff is painstakingly selected to ensure we feel they have the same core values and principles we adhere to as a company.
We work from our Stoke Gifford office, just behind Parkway station, but we are also more than happy to visit clients at their homes, work environments, coffee shops or wherever you feel comfortable. This is about you, whatever suits your situation! We have developed our own set of values that we regularly test and hold ourselves accountable to. This ensures we will never let you down. You can read more from our happy customers below.
What our clients say…
“We believe dependable, valued financial advice should be clear, personal and reassuring. We try to ensure we communicate with clarity and empathy. Our advisers and wider team all have an understanding of the value of money. How hard it was to work all those years for it, or perhaps the emotional ties to money handed down. Being asked to help look after the money of an individual is a privilege and that is never lost on us”
Tim O’Loughlin
Advising Principal
Our values guide everything we do at Cleeve.
They shape how we work with our clients, how we support one another as a team, and how we make decisions. We believe financial planning should feel clear, personal and grounded in real life, not driven by jargon or pressure. By focusing on long-term relationships, honest conversations and thoughtful advice, we help our clients move forward with confidence, knowing their plans are built around what matters most to them.