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 Support Specialist
With a commercially minded approach and a strong background in the insurance sector, I bring motivation, positivity, and a drive to succeed to every role I undertake. My experience managing key accounts has honed my communication and organisational skills, enabling me to develop and nurture relationships with key commercial partners, fostering long-term growth and identifying new opportunities.
After taking a career break to support my youngest child as she started her school journey, I was delighted to join Dan and Adam at Cleeve Financial Planning. They recognised my need for a flexible role that balances school hours and childcare while offering opportunities for growth and development in the future.
As a Practice Support Specialist at Cleeve Financial Planning, I deliver exceptional administrative support to both our team and our clients. My responsibilities include providing essential assistance with technical and administrative functions, ensuring the seamless operation of our practice and consistently high levels of service.
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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
502
happy customers
90
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 and fast.
0117 440 7869
Knightwood Court, Mead Road,
Stoke Gifford, Bristol, BS34 8PS
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