Our mission is simple…

to empower you with the knowledge and tools needed to make sound financial decisions that align with your business goals and values

How we can help

Business-centric financial advice

We help business owners build a roadmap to financial success that reflects your aspirations

Tax-efficient strategies

Understand tax-efficient strategies available to UK business owners such as director pensions, carry forward, private health insurance and relevant life plans.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise.  You may get back less than the amount you invested.

The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.

Exit strategy planning and retirement

We help you secure your future by making informed choices about your retirement savings and income streams. We explain the options available to you so you can plan your exit strategy.

Please note that some aspects of exit strategy may involve the referral to a service that is separate and distinct to those offered by St. James’s Place.

Straight-talking, no nonsense, no jargon advice for business owners


happy customers


million pounds under management


positive google reviews


years + of combined experience

Getting started is easy, fast and free.

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 £157.5bn of client funds

A typical customer journey

Meet with your Financial Adviser

Go through an information-gathering process with your adviser

Wait while our team undertakes necessary research

Have a second meeting with your Financial Adviser to discuss plans

Receive your Financial Advice Report from your Financial Adviser

Meet with your Financial Adviser to discuss the report and next steps

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 .