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
The reviews shown above have been gathered and displayed directly through Google Reviews and have not been verified by SJP
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
Straight-talking, no nonsense, no jargon savings and investment advice
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
502
happy customers
62
million pounds under management
96
positive google reviews
80
years + of combined experience
Getting started is easy and fast.
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
Budgeting
& 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
The reviews shown above have been gathered and displayed directly through Google Reviews and have not been verified by SJP
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 .