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

Adam Wyrill Chartered FCSI


I’m a seasoned Financial Services Director with a successful track record in founding and managing three thriving financial and mortgage advice startups. My journey has been marked by a relentless pursuit of excellence, with one of these ventures recently acquired by a prominent PLC in 2023. I’m passionate about driving financial empowerment, offering a wide range of financial services to help clients achieve their goals.

As a dynamic leader, I excel in building high-performing teams and fostering innovation while ensuring top-notch customer satisfaction. I’m dedicated to transforming the financial services landscape, making it accessible, transparent, and tailored to each client’s unique needs.

Open to networking and exploring collaboration opportunities, I’m interested in discussing innovative financial solutions, strategic partnerships, or any aspect of the dynamic world of financial services. Let’s connect and explore the possibilities of making a positive impact together

Reasons to
work with us

No-obligation financial advice

Following our initial no-obligation meeting, there is no requirement to work with us

Guaranteed advice

St. James’s Place guarantee the suitability of the advice given by our team of advisers

Resilience and resources

Partner Practice of St. James’s Place, one of the UK’s largest providers of financial advice, entrusted with
£157.5 bn of client funds


happy customers


million pounds under management


positive google reviews


years + of combined experience

How we can 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

& Saving

Learn the art of budgeting, saving, and setting achievable financial goals

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 .