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
Rebecca Church
Practice Administrator
Commercially minded with a background in the Insurance Sector I am motivated, positive, and keen to succeed. Having previously managed Key Accounts I am a highly capable communicator with excellent organisational skills. I was responsible for developing relationships with Key Commercial partners to maximise their long-term growth and develop new opportunities. After returning to work following my youngest child starting her school journey, I was very pleased to find Dan and Adam at Cleeve Financial Planning who understood that I was looking for a role that gave me the flexibility to be able to fit around school hours and childcare arrangements but also with opportunities in the future.
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
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