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
502
happy customers
62
million pounds under management
96
positive google reviews
80
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
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
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