Cleeve Financial Planning - Financial Advisers, Pension Advisers, Pension Specialists & Financial Reviews

I went to see Adam from Cleeve Financal Planning got to say I was very impressed with the whole set up. It was a relaxed atmosphere at there office and Adam put me at ease straight away, there was no pressure to do anything and all was explained very simply as I am a bit of a dinosaur 😊. The advice given to me I acted upon straight away and soon could see the benefits Financially so much so I have highly recommend him to several of my friends. Thanks you Adam and the team at Cleeve Financal Planning.

Having worked in the financial industry in the past i must say how absolutely satisfied i am with CFP. Tim has given me fantastic bespoke pension advice, and as a company they offer a first class service. Would highly recommend to anyone seeking sound financial planning.

Cleeve Financial Planning provided succinct and understandable advice for someone at a young age thinking about first-time mortgages. Their advice is highly appreciated and highly recommended to those at any stage of their financial life.

I can highly recommend this business and its friendly staff who are always courteous, understanding and very professional. Thank you!

I have used Cleve financial planning since I retired. I am extremely pleased with the service they provide, They have always reacted when I asked for assistance.

Have used Cleeve Financial for a while now, have always been pleased with the level of service I have received.

Highly recommended! Great company. They gave some great advice regarding my pension. Would recommend to family/friends.

really happy with this company, amazing !

I like to thank Tim and the team for an excellent service. He was extremely patient in understanding my needs and worked tirelessly to get my pension sorted and I cannot thank them all enough. I highly recommend Cleeve Financial Planning and in particular Tim O'Loughlin. Many thanks again..... 👍🏻

Finding a good financial advisor can be daunting as you place so much trust in them for sound advice. But Adam is very informative and knowledgeable. When I first met him more than five years ago, he immediately put me at ease with his honest and straight-forward guidance and explanations. He always talks through the choices then helps with every step of any process. I am reassured to know he is also just a phone call/email away for any further questions and he always responds in a timely fashion. I would highly recommend his services.

It's a bit early yet to make a review on the company and to do so now would put in doubt my sincerity concerning my positive review of Tom Williams. Please prompt me to make a review of the company in, say, 6 months time.

Dan at Cleeve Financial Planning gave me some great advice/options, which enabled me to retire, just a little earlier that my retirement age. He continues to keep in touch regularly and is always available if required. I would highly recommend Dan and Cleeve FS.

I was recommended to Bespoke having gone through a lengthy process of reviewing my pension plans with Portafina, only be informed of a significant upfront fee for their service once they had produced a report. I highly recommend the genuinely bespoke service provided by Tim OLoughlin at Bespoke and his support team, especially Hannah Cole. They have proved to be direct, straight forward and always available to answer any queries as well as to chase slow responding pension companies on my behalf. Bespoke: Does exactly what it says on the tin as they say! Simon Farley (review from 2020)

First class service. I have built a relationship with my Financial Advisor who I also now consider my friend. Always has my best interests at heart. Based on results will stay with Cleeve Financial Planning indefinitely. Highly Recommended.

Tim and his company was passed on by my accountant to which has become a massive help getting financial advice and setting up a pension scheme which has contributed to tax benefits (saving) all which was done with time not on my side. Recommended highly already passed a card on!

Tim took my wife and myself through our pension choices in a very clear, concise and complete manner. My pensions in particular were very daunting to myself as I had seven pensions. Tim evaluated each one and returned to me the best options whether it was investing with him and St James Place or leaving them with the current providers. He had no problem in having to make numerous visits to finalise and.ensure we were happy. So far, I cannot rate highly enough the services Tim has provided and we look forward to working with him and Cleeve Financial on our ongoing investments.

Tim O'Loughlin came out to see me today he had some great financial advice for me and was able to advise me on how to secure my financial future .

Tim was so patient with myself and mum. His explanations and advice have definitely erased any concerns we may have had. He was so professional, organised and extremely knowledgeable. Thanks so much Tim.