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.

Tom Williams DipFA

Financial Adviser

As an adviser representing Cleeve Financial Planning, I provide a wide range of wealth management services to individuals in Bristol and the South West.

I work hard to build trusted relationships with my clients, and pride myself on providing high levels of service.

Reasons to
work with Tom

No-obligation financial advice

You will not be charged for your initial consultation 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 Tom 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

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 .