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
502
happy customers
62
million pounds under management
96
positive google reviews
80
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
Budgeting
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 .