Tim O’Loughlin

As a Senior Partner of St. James’s Place, I bring over 25 years of experience in the financial services industry.

While I lead our dedicated team, my core expertise lies in providing personalised financial advice, with a particular focus on retirement planning. I work with both individuals and businesses across Bristol and the South West, delivering holistic financial strategies tailored to each client’s unique needs.

I’ve been a part of Cleeve Financial Planning since its inception, and I’m proud of the company’s growth and accomplishments so far.

I take great pride in helping clients navigate their financial futures. I’m passionate about meeting clients for the first time, understanding their objectives, and creating tailored, tax-efficient plans that align with their long-term goals. I believe in building ongoing relationships, regularly reviewing plans to ensure they remain aligned with evolving needs and circumstances.

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