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
Chloe Smith DipFA
Paraplanner
In my role as a Paraplanner at Cleeve Financial Planning, I provide critical technical and administrative support to our advisory team. My responsibilities include conducting detailed research and analysis of financial funds and products, preparing comprehensive and bespoke financial reports, and ensuring that all recommendations and plans adhere to the highest regulatory and industry standards. By delivering meticulous and reliable support, I play a key role in enabling our team to provide exceptional service and tailored solutions to our clients.
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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
£189bn of client funds
502
happy customers
90
million pounds under management
96
positive google reviews
80
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
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
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