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
Company Details
Cleeve Financial Planning Questions
Cleeve Financial Planning's website is https://www.cleevefinancialplanning.co.uk/
Cleeve Financial Planning's LinkedIn profile is https://uk.linkedin.com/company/cleevefinancialplanning
Cleeve Financial Planning has
10 employees.
View email and phone details for 10
employees at Cleeve Financial Planning.
Cleeve Financial Planning's industry is
Financial Services
Cleeve Financial Planning's top competitors are
Max X Promo,
Orion Financial Management Ltd,
Centre Films,
Naomi Haynes Financial Planning,
Sapphire Financial Planning Ltd,
Hoxton Wealth,
St. James’s Place,
Jrm Wealth Management,
Digifin,
Shenley Private Wealth.
Cleeve Financial Planning's categories are Financial Services
