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 representing Cleeve Financial Planning, I provide a wide range of services to individuals in Weston super Mare, Bristol and the South West. I work hard to build trusted relationships with my clients, and pride myself on providing high levels of service.

I take an honest and transparent approach to financial advice with the aim of empowering clients to make informed decisions on their finances.

Covering everything from mortgages, planning for retirement to helping protect your assets, my aim is to leave every client I meet in a better position than when we first meet.

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 £157.5bn of client funds


happy customers


million pounds under management


positive google reviews


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, 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

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