
Cleeve Financial Planning
Initial consultation free
Restricted
Cleeve Financial Planning provides financial advice for those seeking retirement planning & investment advice. We empower you with the knowledge and tools needed to make sound financial decisions that align with your goals and values.
We can advise you on
Clients
helped
helped
11
Minimum
pension value
pension value
£100k+
Minimum
wealth
wealth
£100k+
Minimum
mortgage value
mortgage value
£0+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Mr Tim O'Loughlin
Advising Principal
Mr Ben Wilson
Financial Adviser
What our clients say
rb
Robert Box
Excellent advice and information from Tim and his team. I am very happy with the service provided. I feel that my finances are in good hands. Would recommend to anyone who needs financial assistance and have done. Very satisfied.
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Ricky
What sets Ben apart is his commitment to truly understanding his clients. He took the time to ask in-depth questions and got to the root of what was important to me .His advice was tailored to our specific needs, rather than a generic, one-size-fits-all approach. We trust his guidance and have complete confidence that he is always acting in our best interest.
Excellent service
Thank you Ben
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Lucy
I've had the pleasure of working with Tim at Cleeve Financial Planning, and I couldn't be more impressed! From transferring our pension to a new provider to securing compensation for the delay, Tim's expertise and guidance have been invaluable. The results speak for themselves - we've seen a significant boost in our returns, jumping from 3-4% to over 12%! But what truly sets Tim apart is his dedication to educating and empowering our family. He's taken the time to set up trusts and introduce our teenagers to ISAs, teaching them the importance of saving and investing.
The fact that he does this for our kids free of charge is a testament to his character and commitment to his clients. I wholeheartedly recommend Tim and his team at Cleve Financial Planning to anyone seeking top-notch financial guidance and exceptional service.
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Andrew
The advice and support provided by Kieran O'Connor was fantastic!!
Compliance
Our advice is not free. When you invest with St. James’s Place you pay for the advice and the products recommended. You will receive a personalised illustration which sets out how these charges apply to your specific investment from your St. James’s Place Partner prior to you making an investment and incurring any of these charges. For more information, please review St. James's Place's fees
Legal information
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This service is provided by Unbiased Group Services Ltd which is an appointed representative of Prosper Capital LLP (FRN53007) which is authorised and regulated by the Financial Conduct Authority.