Tim O’Loughlin DipFA PeTR

Advising Principal

As a Senior Partner Practice of St. James’s Place, one of the UK’s largest providers of financial advice, entrusted with in excess of £189 bn of client funds, 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. Since stepping into the role of Company Director in November 2024, I’m more committed than ever to driving the business forward and unlocking its full potential.

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.