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Welcome to Cleeve Financial Planning

Please read this information carefully. Access to this website confirms that you have understood and agree to be bound by all of these terms and conditions. The information provided on this website is intended for residents of the United Kingdom.


1. Website Availability

We strive to ensure the website operates properly at all times. However, we make no warranties regarding the availability or accessibility of the website. (Save as otherwise set out in these terms and conditions), we are not liable for any damages, loss, costs, or expenses incurred as a result of any lack of availability or accessibility of the website.


2. Liability Limitation

Nothing in these conditions operates to exclude, limit, or restrict our liability for death or personal injury caused by our negligence. If you are a consumer, nothing in these exclusions affects your statutory rights.


3. Intellectual Property Rights

All Intellectual Property Rights and goodwill related to the contents of the website belong to us, a member of the St. James’s Place group, or our suppliers. Nothing in these conditions or on the website should be construed as granting any licence or right to use trademarks without our explicit permission. However, copying and printing of pages containing trademarks is permitted under the following conditions:

  • You may download and print extracts for personal, non-commercial use.
  • You may recopy downloaded extracts to others for their personal, non-commercial use.
  • You may not reproduce any content unless for personal, non-commercial use.
  • You may not copy, store, or incorporate content into other websites, electronic systems, or publications.
  • You may not frame or link to the website without express permission.

4. Site Disclaimer

The information on this website is provided as a convenience and should be used for informational purposes only. It is subject to change without notice. None of the information constitutes financial or professional advice. For further information, please contact us directly.

While we make reasonable efforts to ensure the information is current and accurate at the date of publication, we provide no warranties, expressed or implied, regarding its reliability, accuracy, or completeness. We are not liable for any loss resulting from reliance on such information.

The website is not guaranteed to be free from errors, defects, viruses, malicious programs, or macros. Links to external websites are provided for convenience; we accept no responsibility for their content or liabilities arising from their use. Clicking on external links will direct you away from our website.


5. Privacy and Data Protection

Cleeve Financial Planning is committed to protecting your privacy. Please review our Privacy Policy before submitting any personal information.

  • Use of Personal Information: We follow strict storage and disclosure procedures. Proof of identity may be required to access your personal data.
  • Cookies: This website uses cookies to optimise your experience. Data collected is anonymous. Cookie settings can be managed in your browser.
  • Google Analytics: This website uses Google Analytics for statistical analysis. By using the website, you consent to data processing by Google as described in their privacy policy.

6. Changes to Terms

We reserve the right to amend these Terms and Conditions. It is your responsibility to periodically review them.


7. Contacting Us

For inquiries about these Terms and Conditions, please contact us at:

Cleeve Financial Planning
Knightwood Court, Mead Road, Bristol, BS34 8PS
Telephone: 0117 440 7869
Email: tim.oloughlin@sjpp.co.uk


8. Governing Law

These Terms and Conditions are governed by and construed in accordance with the laws of England and Wales. Any disputes will be subject to the exclusive jurisdiction of the English courts.

By using this website, you agree to these Terms and Conditions in full.