Cleeve Financial Planning

As a client of Cleeve Financial Planning, our aim is to ensure that you receive a local, personalised financial advisory service from our team of Financial Advisers. Cleeve Financial Planning are a Partner Practice of St. James’s Place (SJP), one of the UK’s largest Wealth Management. We joined SJP in 2018 as we felt our financial advisers and clients would benefit from the size, scale, technical support and infrastructure of their business. Our clients have access to local Financial Advice, coupled with access to a distinctive investment management approach with a global approach to fund managers, and the backing and re-assurance of investing with a FTSE 100 company. The value of your investment can go down as well as up. You could get back less than you invested. Cleeve Financial Planning Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved 07/11/2023