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
Ben Wilson DipFA
Financial Adviser & Mortgage Adviser
As an adviser with Cleeve Financial Planning, I offer a comprehensive range of financial services to individuals in Weston-super-Mare, Bristol, and the South West. I am committed to building trusted, long-lasting relationships with my clients and take pride in delivering consistently high levels of service.
My approach to financial advice is founded on honesty and transparency, with the ultimate goal of empowering clients to make confident, informed decisions about their financial futures. From securing the right mortgage and planning for a comfortable retirement to safeguarding your assets, my objective is to ensure that every client I work with is in a stronger financial position than when we first met.
Your home may be repossessed if you don’t keep up with payments on your mortgage.
The reviews shown above have been gathered and displayed directly through Google Reviews and have not been verified by SJP
Reasons to work with Ben
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 £189bn of client funds
502
happy customers
90
million pounds under management
96
positive google reviews
80
years + of combined experience
How can Ben help?
General Financial Planning
Ben’s 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
Budgeting & Saving
Learn the art of budgeting, saving, and setting achievable financial goals
Getting started is easy and fast.
0117 440 7869
Knightwood Court, Mead Road,
Stoke Gifford, Bristol, BS34 8PS
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 .