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
Courtney Stuart
Practice Administrator
I am dedicated to providing exceptional administrative services to our team and clients alike. My responsibilities span from managing technical tasks to offering administrative support crucial for our business operations. Recently, I’ve commenced studying for professional financial qualifications to further enrich my skills and contribute effectively to the company’s goals. Additionally, I actively contribute to various marketing activities, lending my support to promote our services and strengthen our market
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
502
happy customers
62
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, 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 .