Our mission is simple…

to empower you with the knowledge and tools needed to make sound retirement planning decisions that align with your goals and values

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 £157.5bn of client funds

Straight-talking, no nonsense, no jargon savings and investment advice


happy customers


million pounds under management


positive google reviews


years + of combined experience

Getting started is easy, fast and free.

How we can help

Retirement Planning Specialists

Our goal is to help you create a roadmap to financial success that reflects your aspirations

Retirement Readiness

Secure your future by making informed choices about your retirement savings and income streams

& Saving

Learn the art of budgeting, saving, and setting achievable financial goals

A typical customer journey

Meet with your Financial Adviser

Financial Adviser completes a fact find with you

Our team connect with your existing providers and complete necessary research

Second meeting with your Financial Adviser to discuss plans

Financial Advice report created and sent to you

Third meeting to discuss advice and proceed

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 .