Cleeve Financial Planning - Financial Advisers, Pension Advisers, Pension Specialists & Financial Planners
359a Church Road, Bristol BS5 8AQ
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
359a Church Road, Bristol BS5 8AQ, United Kingdom
About the Business
Welcome to Cleeve Financial Planning, a trusted establishment for all your financial needs. Our team of expert financial advisers, pension advisers, pension specialists, and financial planners are committed to providing you with personalized, independent advice to help you achieve your financial objectives.
Located in the heart of Bristol, our agency prides itself on being a part of the community and serving local individuals, families, and businesses. We offer a comprehensive range of financial services, including retirement planning, investment advice, tax planning, and insurance.
At Cleeve Financial Planning, we understand that everyone's financial situation is unique. That's why we take the time to understand your individual goals and aspirations, and tailor our advice to your specific needs. Whether you're planning for retirement, saving for a big purchase, or protecting your family's financial future, we're here to help you every step of the way.
With over 20 years of experience, our team has the expertise and knowledge to provide you with the peace of mind that comes from knowing your finances are in safe hands. We work with major financial providers and insurers to offer you the best possible service and ensure that you get the most out of your investments.
We are proud to be a local government office and point of interest in Bristol, and we are committed to giving back to the community. We offer free financial education seminars and workshops, as well as support local charities and community organizations.
Visit us at our office at 359a Church Rd for a free consultation, and let us help you take control of your financial future.
Reviews
"Cant speak highly enough of Kieran and the team at Cleeve Financial Planning, I have used Kieran as my advisor for over five years now, he has helped me to understand my pension and provides excellent attention to detail. I would definitely recommend to anyone in need of pension or general financial advice."
"My husband and I first met Adam Wyrill in 2016 when my husband was seeking financial advice after being offered early retirement from his employer. Adam met us at home and took his time to get to know us as a couple, as a family, and our aspirations for our retirement. We felt an instant trust and bond with Adam who is straight talking, extremely knowledgeable about the financial markets, products and how NOT to expose yourself to risk. In early 2017, my husband did take the offer of early retirement. And I'm so glad he did, because sadly, in 2019, he passed away suddenly. We were blessed to enjoy two years of a comfortable retirement together. Adam was an absolute rock while I was grieving and has continued to advise me with all matters financial, which has been invaluable since becoming a widow. It is NEVER too early to seek financial advice. We don't know what our future holds, but we can plan for our dreams whilst protecting ourselves from the unexpected. I cannot recommend Adam highly enough."
"Having been a client of Adam’s at Cleeve Financial now for a few years, I can highly recommend. They have helped me and my wife with retirement & pension planning as well as rounded financial advice. Friendly, approachable and very knowledgeable, would highly recommend."
"We have worked with Tim on a number on a number of occasions over the years. He helped us massively when we bought our first house together, nothing was too much trouble day or night. We would highly recommend Tim to everyone and will be working with him again in the future. Super helpful, friendly, honest and damn good at what he does!!"
"Amazing professional service. Tim was very helpful and friendly! Would highly recommend!!"
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