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
Jo Davidson
Operations Manager
With over 25 years of experience in the drinks industry, primarily serving as a Contact Centre Operations Manager, I had the privilege of transitioning to an exciting opportunity with the fabulous team at Cleeve Financial Planning.
Since joining Tim and the team in October 2024, I have been trusted to effectively utilise my transferable skills to drive process improvements and ensure a first class standard of customer service. With clients as our top priority, my customer-centric background supports seamless collaboration to consistently provide exceptional service.
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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
£189bn of client funds
502
happy customers
90
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 and fast.
0117 440 7869
Knightwood Court, Mead Road,
Stoke Gifford, Bristol, BS34 8PS
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