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
Ruby Josham
Practice Administrator & Trainee Paraplanner
I began my career journey as an apprentice business administrator at another paraplanning firm. After completing the apprenticeship, I aimed to advance into the paraplanning role by pursuing exams. By chance, I met Tim O’Loughlin and had the opportunity to demonstrate my expertise in my current role, which led to a job offer.
As of April 2024, I am halfway through completing my RQF level 4 Diploma in Financial Planning which is a qualification primarily for professionals working in the financial services sector.
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 .