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Our mission is simple…

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

Bethan Thomson

Practice Administrator

As a Practice Administrator at Cleeve Financial Planning, I provide our team and customers with high levels of administrative services. I provide support to the team and assist with technical and administrative functions within the company.

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

502

happy customers

62

million pounds under management

96

positive google reviews

80

years + of combined experience

How we can help

General Financial Planning

Our goal is to 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
& Saving

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

Getting started is easy, fast and free.

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 .