How we work

We begin by understanding what is most important to you. Not just financially but in life. Whether you are planning for the future, navigating change or simply just want some clarity, it all starts with a conversation where we will listen, ask questions and begin to build an idea of you and your goals.

Only when happy to proceed and comfortable with Cleeve, we will begin to collate all of the information from you at our own cost. In order to advise, we need a vivid picture of you and your life as it is now. Think of it as a snapshot in time…

Using what we have learned, we will create a personalised plan that shows:

1. Where you are now
2. Where you want to be
3. The steps needed to get there

You’ll receive a clear, tailored overview that explains why our recommendations support your goals.  As financial planners, we present you with options and you make decisions! You are under no obligation at this point to commit to becoming a client, and we will only proceed if you are 100% happy with our plan.

Financial Planning shouldn’t be a one-off event, but an ongoing, trusted partnership. Your dedicated adviser will stay with you long-term, through any life changes or pivots in your future plans. Remembering the “snapshot” we took earlier in the process, we regularly discuss how that picture can change over time and with various life events for you and your family. We want to give you peace of mind that there is always someone looking out for your financial future.