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
< 10helped
Minimum
pension value
£100k+pension value
Minimum
wealth
£100k+wealth
Minimum
mortgage value
£250k+mortgage value
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
Financial Adviser
Mr Ben Wilson
Financial Adviser
Mr Kieran O'Connor
Financial Adviser
Mr Tom Williams
Financial Adviser
What our clients say
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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...
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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...
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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...
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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.