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
Kieran O’Connor DipFA
Financial Adviser
As a dedicated adviser with Cleeve Financial Planning, I specialise in delivering comprehensive wealth management solutions tailored to meet the unique needs of individuals across Bristol and the South West.
My approach is rooted in building lasting, trusted relationships with clients, ensuring that every interaction reflects a commitment to excellence and personalised service. I take pride in offering a client-focused experience characterised by professionalism, attention to detail, and a deep understanding of financial planning strategies.
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Reasons to
work with Kieran
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 can Kieran help
General Financial Planning
Kieran’s 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
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 .