St. James’s Place guarantee
We offer holistic financial advice and solutions backed up the St. James’s Place advice guarantee

The St. James’s Place guarantee
St. James’s Place Partners are among the country’s leading financial professionals, committed to their ongoing professional development to ensure they remain as well qualified and technically able as possible.
St. James’s Place guarantees the suitability of the advice given by members of the St. James’s Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group’s website

Getting started is easy and fast.
How we can we 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
and saving
Learn the art of budgeting, saving, and setting achievable financial goals


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 .