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 with Cleeve Financial Planning, I specialise in delivering a comprehensive range of wealth management services to individuals across Bristol and the South West. I am dedicated to fostering trusted, long-term relationships with my clients and take pride in offering consistently high standards of service tailored to their unique financial goals.
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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 £189bn of client funds
502
happy customers
90
million pounds under management
96
positive google reviews
80
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
Budgeting
& Saving
Learn the art of budgeting, saving, and setting achievable financial goals
Getting started is easy and fast.
0117 440 7869
Knightwood Court, Mead Road,
Stoke Gifford, Bristol, BS34 8PS
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