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
502
happy customers
62
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, 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 .