Our mission is simple…

to empower you with the knowledge and tools you need 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
£157.5 bn of client funds

Straight-talking, no nonsense, no jargon pension 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

We 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

and saving

We help you 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 contacts your existing providers and undertakes necessary research

Have a second meeting with your Financial Adviser to discuss plans

Receive a Financial Advice report from your Financial Adviser

Discuss your report with your Financial Adviser and the next steps

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 .