Verified Company
I wish I had sought out Cleeve's services years ago, the advice and planning have been invaluable. It's great knowing my pension is being managed by a team I completely trust.
Reply from Cleeve Financial Planning - Financial Advisers, Pension Advisers, Pension Specialists & Financial
2026.05.14
That is such lovely feedback Paul, thank you 🤗 It's great to hear that we have earned your trust to manage your pension, that means a lot to all of us here at Cleeve - here's to many more years of advice and planning together!
We have used Kieran as our financial advisor for many years. I trust his opinion and advice has always been honest and delivered excellent performance
Reply from Cleeve Financial Planning - Financial Advisers, Pension Advisers, Pension Specialists & Financial
2026.05.13
Thank you for your 5 star review Matthew! Your feedback for Kieran is much appreciated and we value your loyalty as a Cleeve client over the years 😊
I have been a customer of Cleeve Financial Planning for 2 years now. I have complete confidence in Tim and how he invests my pension fund. So far it has been a great return! I love the app, where you can see your investments. Tim works tirelessly to get the best out of my money for me and is a really nice chap too which is an added bonus. I would 100% recommend🙂
Reply from Cleeve Financial Planning - Financial Advisers, Pension Advisers, Pension Specialists & Financial
2026.04.30
Hi Sharon,
Firstly, thank you for being a valued client for the last couple of years! It's great to receive such positive feedback and we're pleased that Tim has been able give you confidence in how he invests your pension fund. We love that you love the app too!
Thanks for your review and recommendation 😊
Firstly, thank you for being a valued client for the last couple of years! It's great to receive such positive feedback and we're pleased that Tim has been able give you confidence in how he invests your pension fund. We love that you love the app too!
Thanks for your review and recommendation 😊
For nearly 4 years both myself and my wife have had our investments managed by Kieran at Cleeve financial planning and have had nothing the but perfect service. Queries have been handled very swiftly and professionally. Well done and thanks to Kieran and his team.
Reply from Cleeve Financial Planning - Financial Advisers, Pension Advisers, Pension Specialists & Financial
2026.04.30
Ian, this is such a lovely review, thanks so much! It's been an honour for Kieran to work with you and your wife's investments for the last few years, thank you for continuing to trust us 🤗
Kieran at Cleeve Financial has been outstanding from the get go.
My partner & I had a right mess of various workplace pensions & scattered funds all over the place, that weren't doing much in the way of performing. Kieran collated all of them into single funds for each of us, with absolutely zero fuss & stress, both of which are now doing very well.
I've already recommended him to several friends, with 100% confidence & will continue to do so. When you work with him, I can guarantee you'll do the same. 100% legend. 👍
Reply from Cleeve Financial Planning - Financial Advisers, Pension Advisers, Pension Specialists & Financial
2026.04.27
Well this makes us very happy, thank you Jason! We're so pleased Kieran has been able to help you and your partner with your pensions, stress free!
Your recommendations mean so much to us, we'd be very happy to help your friends as well 😊
Your recommendations mean so much to us, we'd be very happy to help your friends as well 😊
I have been using Kieran as my pensions adviser for a number of years now. Having recently gone through a divorce he was massively helpful dealing with the split of our pensions and ensuring it was as stress free as possible. A huge thank you.
Reply from Cleeve Financial Planning - Financial Advisers, Pension Advisers, Pension Specialists & Financial
2024.11.29
Thank you for your lovely review. It’s fantastic to hear that Kieran has been your trusted pensions adviser over the years and that his friendly, professional, and approachable nature has made such a difference. We’re particularly glad that his clear explanations and laid-back approach have been a perfect fit for you. Your ongoing trust in Kieran means a great deal to us especially given that you are a financial services professional yourself. thank you for sharing your thoughts Alex.
I’ve just had my first conversation with Tim, I already feel very reassured and am looking forward to working with Cleeve. Tim understood my complex case straight away, and was very personable. He showed honesty and didn’t confuse me with jargon. I would highly recommend this business and the people that make it work. I believe they work with integrity and that service genuinely matters to them.
Reply from Cleeve Financial Planning - Financial Advisers, Pension Advisers, Pension Specialists & Financial
2026.04.16
Well that's a lovely review after your first conversation, thank you so much! We aim to understand everyone's needs and put you at ease from the very start so it's great to hear that Tim has achieved this with your first call. We really appreciate your review and recommendation and we are looking forward to working with you too 😊
Excellent advice and information from Tim and his team. I am very happy with the service provided. I feel that my finances are in good hands. Would recommend to anyone who needs financial assistance and have done. Very satisfied.
Reply from Cleeve Financial Planning - Financial Advisers, Pension Advisers, Pension Specialists & Financial
2025.10.01
We're so pleased Tim was able to provide you with the a service you were happy with Robert, it's always our aim to provide our clients with the best advice, suited to their specific needs. Your recommendation means a lot to us, thank you!
Expert, friendly & patient guidance
Tim took the time to explain every detail clearly and was incredibly knowledgeable and patient throughout the process. Tim understood our business, where we had come from and gave us detailed advice for moving forward into retirement His advice was both insightful and practical, making us feel confident about our financial decisions. Thank you Tim for the many hours of discussion. Highly recommend!
Date of experience: 15 March, 2026
Date of experience: 15 March, 2026
Reply from Cleeve Financial Planning - Financial Advisers, Pension Advisers, Pension Specialists & Financial
2026.04.08
What a lovely review, thank you Julia 😊 It's been a pleasure getting to know both of you and your business, along with being able to help you make financial decisions as you think about your retirement. We appreciate your recommendation too!
I'm fairly new to the world of financial advice having inherited my parents home. Tim has been very thorough in explaining my options and guiding me through the process, without any pressure.
Reply from Cleeve Financial Planning - Financial Advisers, Pension Advisers, Pension Specialists & Financial
2026.03.31
Hi Deborah, we're pleased that Tim has been able to help you through your inheritance process, especially being new to the financial advice world! Thank you for taking the time to leave your review and your 5 ⭐
My fiancé and I have received excellent and comprehensive advice from Tim O'loughlin which will maximise our tax savings and capital growth. He took time to explain what is for most people difficult concepts showing examples to back up his advice. Thoroughly recommended.
Reply from Cleeve Financial Planning - Financial Advisers, Pension Advisers, Pension Specialists & Financial
2026.03.30
Hi Andrew, a huge thanks to you and your fiancé for your 5 stars and lovely review 😊
We're so pleased that Tim has been able to help you with your tax savings and capital growth; we appreciate they're not always easy subjects to navigate so to hear that Tim has taken the time to explain this in a way that works for you is great to hear!
We're so pleased that Tim has been able to help you with your tax savings and capital growth; we appreciate they're not always easy subjects to navigate so to hear that Tim has taken the time to explain this in a way that works for you is great to hear!
I have been receiving advice from Cleeve Financial Planning for quite a few years in advance of my retirement.
Tim OLoughlin has sat and carefully listened to my evolving financial situation over a few sessions, culminating in sound professional financial advice on my best way forward.
At all times he’s taken time to fully understand my ongoing financial needs, my attitude to risks and my goals in retirement.
If you are looking for financial advice but are worried about pushy sales tactics or are nervous about involving others in your finances then look no further as I’ve felt relaxed, listened to, and understood from Tim at all times and trust him 100%.
Don’t put it off any longer - make the call, you won’t regret it.
Reply from Cleeve Financial Planning - Financial Advisers, Pension Advisers, Pension Specialists & Financial
2026.03.30
Marcus, this is such a lovely review and truly appreciated! We pride ourselves on the way in which we're able to help people, with their retirement goals along with all other financial advice they need, so we are very grateful to receive your feedback.
And thank you for your recommendation; you're right, we're not the pushy, salesy type! So for a valued client to recommend us on our behalf, based on their own experience, is priceless for us 😊
And thank you for your recommendation; you're right, we're not the pushy, salesy type! So for a valued client to recommend us on our behalf, based on their own experience, is priceless for us 😊
My husband & I were reccomended by a friend to contact Tim to help us with our pensions & finances.
From the very start Tim put us at ease, explained everything very clearly & in simple terms so we could understand. He is friendly & extremely knowledgeable & we never felt rushed or pressured into making any decisions.
We are very grateful to Tim & his team for the help we have been given & look forward confidently to the future, with the knowledge we are in safe hands.
We highly reccomended Tim & the team at Cleeve Financial Planning.
Reply from Cleeve Financial Planning - Financial Advisers, Pension Advisers, Pension Specialists & Financial
2026.03.23
Hi Karen, we're so appreciative of your glowing review! It's wonderful to know Tim could help make your retirement planning smooth and understandable. Your confidence in us means the world, and we're always here if you need further assistance. Thanks for spreading the word about our team at Cleeve Financial Planning!
Tim and his team have always guided my wife and me to the best solutions which are tailored for us.
The advice we receive always gives us the best options available, explained in a way which we can understand.
We have been with Tim for a number of years and are extremely happy with the guidance and advice over this period and cannot speak highly enough of the service received.
Reply from Cleeve Financial Planning - Financial Advisers, Pension Advisers, Pension Specialists & Financial
2026.03.20
Hi John, thank you ever so much for your kind review! We're delighted to know that Tim and our team have been able to provide you and your wife with helpful and understandable advice over the years. Your happiness with our service is deeply important to us. If you ever need anything else, we're always here to assist!
I can't recommend Cleeve Financial Planning and Tim highly enough. He is extremely knowledgeable in his field and always happy to take time to explain difficult processes in a way you can understand . Tim and his friendly team are always accessible and quick to respond.
Reply from Cleeve Financial Planning - Financial Advisers, Pension Advisers, Pension Specialists & Financial
2026.03.19
Hello Lisa, we're so grateful for your wonderful feedback! It's lovely to hear how Tim and our team have been helpful and approachable for you. Your words truly inspire us to keep offering our best service. Always feel free to reach out - we're here for you!
Working with Tim my financial advisor has been a great positive experience. I found him to be very knowledgeable, friendly and genuinely caring about my personal finances. Tim explains everything clearly giving me confidence throughout the process. I would definitely recommend Cleeve Financial Planning to family and friends
Reply from Cleeve Financial Planning - Financial Advisers, Pension Advisers, Pension Specialists & Financial
2026.03.19
Thank you for your lovely review Adge - it's great to hear that you've had such a positive experience working with Tim. He really does care about helping you with your finances so your feedback is invaluable to us.
We really appreciate your recommendation and it would be a pleasure to help any of your family and friends seeking financial advice 😊
We really appreciate your recommendation and it would be a pleasure to help any of your family and friends seeking financial advice 😊
Tim and the team have been incredibly helpful and always very quick to respond with anything, and very patient in explaining financial nuances.
Reply from Cleeve Financial Planning - Financial Advisers, Pension Advisers, Pension Specialists & Financial
2026.03.10
Hello Mia, we're delighted you've had such a positive experience with Tim and the team! We're always here to walk you through any financial details patiently. Your kind words mean the world to us.
Exceptional Service and Support
Many thanks to Tim and everyone at Cleeve Financial.
We have been with Tim and the team for many years and watched our pension rise during that time.
Recently, due to circumstances we needed some specific help and guidance from Tim and the team. They supported us and worked very hard to help us. By making sure we had the relevant information we were able to make the best choices for our financial future.
A special mention to both Ruby and Michelle who kept us well informed and communicated regularly with us, keeping us updated every step of the way.
Cleeve Financial expertise and way of working gave us peace of mind and confidence in the way ahead.
I would highly recommend Cleeve Financial.
Many thanks
Date of experience: 09 March, 2026
Date of experience: 09 March, 2026
Reply from Cleeve Financial Planning - Financial Advisers, Pension Advisers, Pension Specialists & Financial
2026.03.11
And many thanks to you Ronnie, such a lovely review! We really appreciate your kind words and your 5 star review and it's been a privilege to help you plan for your financial future.
We have passed your review on to Tim, Ruby and Michelle who were most grateful and, along with the rest of the team, look forward to helping you in the future 😊
We have passed your review on to Tim, Ruby and Michelle who were most grateful and, along with the rest of the team, look forward to helping you in the future 😊