Cleeve Financial Planning - Mortgage Advisers, Financial Advisers & Pension Advisers - Bristol

Lauren D.

Ben has been amazing in setting up my pension. Being self employed for many years Ben has taught me how important it is for long term planning as-well as being tax efficient for the company.

Ben was thorough in all his dealings with me and every question was answered efficiently and with knowledge . I’ve felt supported, educated and looked after throughout the process. Highly recommend!

Ben has shown himself to be trustworthy and knowledgable and being a mortgage adviser myself - I won’t hesitate to refer him to my clients.

Massive thanks Ben!

Lauren Day

Matt B.

I would recommend Kieran to absolutely everyone. He is such a pleasure to work with.

Kieran has supported me with setting up a private pension, setting up a trust, obtaining life insurance (large sum) among other things.

Every step of the way he has taken full control and kept me well informed. In one instance he raised a complaint on my behalf for delays which resulted in me receiving compensation.

10 stars from me.

david B.

Cleeve Financial Planning have been 100% on all their advice & support. Our main contact has been Tim & he has gone above & beyond in dealing with our Pension/ Heath / Critical Illness & Life assurances. The team there are efficient & on the ball when it comes to admin & any queries that arise especially Beth. Cannot recommend highly enough. Sleep safe & night knowing that at least all of the above are covered & in order - Annual reviews are much appreciated & genuinely feel that not just a # like other companies. everything done this far has been specifically tailored to the families needs requirements. David

Harvey P.

I had various pensions pots scattered around that I guessed were not getting me the best return. I needed some advice to work out how to get these pots to start working better for my future. Kieran gave clear and concise advice and managed the transfer & set up professionally. He continues to provide an excellent ongoing service some 18 months later. Highly recommended.

Sarah W.

I have worked with Tim and the team for nearly 5 years and would definitely recommend them. Tim always offers considered advice and presents me with all the options so I can move forward in any situation to get the best outcome for my circumstances at the time. I always feel better for having consulted him and he gives me confidence that I am in a good place with my finances. He really is a trusted partner. I have already recommended him to others and will continue to do so.

Rose M.

Kieran O' Connor has been a solid source of great advice. Really easy to work with and extremely efficient at his work. Kieran has really helped me to sort out my pension planning and as I have said to Kieran - has been able to help me turn pretty much nothing into something and more than I ever thought I'd have! Can't recommend him enough!

Alex P.

My wife and I have been using Kieran as our pensions adviser for a number of years now. He has always been friendly, professional and goes above and beyond. Most importantly for us, he uses easy to understand language and has a very laid back approach which suits us perfectly. Thanks Kieran

D N. T.

Ben was great in explaining to me how pensions work and in the future. Kept me informed all the way through from the first meeting to signing on the dotted line. Highly recommend.