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
Daniel Gould DipFA
Director
Since 2004, I’ve been working in Financial Services, transitioning specifically to Financial Advice in 2008. Along the way, I’ve worked with well-known institutions such as a major UK bank and the UK’s largest Building Society, as well as operating as a self-employed directly authorised Independent Financial Advisor (IFA) before going on to set up my own businesses.
Over the past decade, I’ve been fortunate to lead the establishment, growth, and management of three successful Financial Advice businesses. Notably, one of these ventures caught the attention of a PLC and was acquired in 2023.
Currently, my main focus is on nurturing the growth and evolution of Cleeve Financial Planning. In 2024, my aim is to elevate Cleeve Financial Planning to be recognised on Google as a leading Financial Advice company in Bristol and the South West.
As a client of Cleeve Financial Planning, you can expect a personalised and high-quality financial advisory service, tailored to meet your individual needs and goals.
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 .