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Meet the Team

Every member of our team is dedicated to delivering financial peace of mind and a friendly, personalised service. Straight-talking, no nonsense, no jargon advice

Hannah O’Loughlin

Practice Administrator

Bethan Thomson

Practice Administrator

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 .