📍 Address: Mead Road, Stoke Gifford, Bristol BS34 8PS, United Kingdom
📞 Phone: +44 117 440 7869
🌐 Website: cleevefinancialplanning.co.uk
I had an excellent review of my portfolio with Tim at my annual review. Tim ensured that I received answers to all my questions and provided important information on how I should proceed regarding my financial position. He was candid and professional throughout. Thank you Tim
Cleeve Financial Planning (CFP) services came to us high recommended from two close friends who had been very satisfied with the service provided, particularly from Tim. We are at the start of our journey and have met Tim 3 times. Throughout the process we have been guided through the approach that CFP take, without any pressure and in a way we understood. We felt at ease raising questions and challenging the approach whenever we wanted. It's now led to us being confident to follow the advice provided and start our journey to provide us with a better foundation for our retirement in the years to come. Tim explained the future approach and regular review whereby we will have access to him personally when we need advice and to make big decisions. We are now looking forward to a more financially stable retirement.
I can’t recommend Tim Oloughlin highly enough. He has been incredibly supportive and professional, especially while helping us navigate important financial decisions during and after family bereavements. He listens attentively, truly understands our needs, and always takes the time to explain everything clearly. We’re very grateful for his ongoing guidance and care. Thank you Tim
⭐️⭐️⭐️⭐️⭐️ Outstanding Service and Expert Financial Advice! I’ve had an exceptional experience working with Tim O’Loughlin from Cleeve Financial Planning over the last few years. From the very first meeting he took the time to truly understand my financial goals and provided clear, tailored advice that made everything easy to understand. Their professionalism, attention to detail, and genuine care for their clients really stand out. What I appreciate most is how proactive they are — always keeping me informed, explaining options thoroughly, and ensuring I feel confident about every decision. It’s rare to find someone who combines such deep financial knowledge with a personal, approachable style. I would highly recommend Tim and his team to anyone looking for trustworthy, high-quality financial advice. A truly first-class service!
I came to Tim with some fairly unique and complicated challenges, and he’s been brilliant at helping me work through them. What really stood out was how he took the time to fully understand my situation before recommending anything, and then put together clear, practical plans. Everything was explained in a way that made sense, and I always felt my best interests were being looked after. I’m now, and will be in a much better position thanks to his advice and support. Couldn’t recommend him more highly.
I have had several meetings with Tim to discuss my pension and other investments. He has been extremely helpful in explaining what my options might be and what I might expect to receive in returns if I invest through Cleeve Financial Planning. He has also explained any charges very clearly. He is always friendly and professional and I would not hesitate to recommend his services to anyone seeking reliable and straightforward advice about their finances.
In recent months I have had the pleasure of dealing with Bespoke Private Clients who have helped me make important financial decisions. During that time I received direct support from Tim O'Loughlin to help with the transfer of a work pension. Tim also advised on other areas of financial planning. I have no hesitation in recommending Bespoke Private Clients to others.
I was recommended to speak with Tim after I told my mortgage advisor I was unsure of the advice I was being given by my current (now ex) pension provider. I called Tim and we arranged a convenient time for us to meet later that week and I really liked the fact that Tim was happy to meet me at my own home and would fit around my own work schedule. Tim arrived at my home at the time he said he would and greeted me with a lovely warm smile. He was very courteous and friendly with a warm and welcoming persona. It seemed like I had a million questions to ask and graciously Tim worked through them all with me. My mind had been spinning with the information I had previously been given and Tim was able to explain everything in a language that I could understand and sincerely put my mind at ease. I am in NO doubt that I have found a genuine and sincere pension advisor that has my best financial interests at heart. If you are looking for a pension advisor that will tell you as it is, giving you his best advice in a language which even a non financial person like myself can understand, then Tim is definitely the man to call. Top notch 5 star service from start to end. Thanks Tim for ALL your help so far and for all your help yet to come in the years ahead. Adam Advance Pest Control Bristol Ltd
We recently moved our pension after being recommended we speak with Tim from Bespoke Private Clients. Tim answered all our questions and put our minds at ease that we now have our financial futures pointed in the right direction. Tim is a lovely guy and we would thoroughly recommend him to anyone who is unsure of where or how to proceed with their pension plans.
I have felt completely confident in the quality of the advice provided around my retirement fund. Kieran clearly knows his stuff and is brilliant at explaining the issues in simple, easy to understand language. I was nervous about knowing what to do to secure my future but not any more. I would highly recommend his services.
Cleeve Financial Planning - Financial Advisers, Pension Advisers, Pension Specialists & Financial Planners is located at Mead Road, Stoke Gifford, Bristol BS34 8PS, United Kingdom
You can contact Cleeve Financial Planning - Financial Advisers, Pension Advisers, Pension Specialists & Financial Planners at +44 117 440 7869
You can find directions to Cleeve Financial Planning - Financial Advisers, Pension Advisers, Pension Specialists & Financial Planners by following this map link
69-71 Macrae Road, Ham Green, Pill, Bristol BS20 0DD, United Kingdom
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71 Macrae Road, Ham Green, Pill, Bristol BS20 0DD, United Kingdom
Macrae Road, Pill, Bristol BS20 0DD, United Kingdom
67 Macrae Road, Ham Green, Pill, Bristol BS20 0DD, United Kingdom
Priory Drive, Langstone, Newport NP18 2HJ, United Kingdom