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.

Tim O’Loughlin PETR

Associate Director

I am a very experienced Financial Adviser who specialises in retirement planning. I have 25 years experience in the industry across a range of roles. I provide a holistic range of financial advice to individuals and businesses in Bristol and the South-West.

I have been a part of Cleeve Financial Planning since inception and whilst delighted with the achievements to date I am passionate about continuing to grow the business so that it achieves all of its potential. 

I very much enjoy meeting a client for the first time and identifying key objectives for them and their families around retirement income and capital. From there, I enjoy designing a tax efficient plan that enables them to achieve their objectives whilst regularly reviewing that plan to ensure it continues to meet their needs and requirements. 

Reasons to
work with Tim

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 £157.5bn of client funds


happy customers


million pounds under management


positive google reviews


years + of combined experience

How can Tim help?

General Financial Planning

Our goal is to help you create a roadmap to financial success that reflects your aspirations

Retirement Readiness

Secure your future by making informed choices about your retirement savings and income streams

& 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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