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

Deborah Brown 2026.03.30

     

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.

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Reply from Cleeve Financial Planning - Financial Advisers, Pension Advisers, Pension Specialists & Financial

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 ⭐

Andrew Stevens 2026.03.26

     

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.

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Reply from Cleeve Financial Planning - Financial Advisers, Pension Advisers, Pension Specialists & Financial

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!

Marcus Russell 2026.03.26

     

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.

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Reply from Cleeve Financial Planning - Financial Advisers, Pension Advisers, Pension Specialists & Financial

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 ⁠😊

Karen Lomax 2026.03.22

     

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.

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Reply from Cleeve Financial Planning - Financial Advisers, Pension Advisers, Pension Specialists & Financial

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!

John Butler 2026.03.20

     

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.

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Reply from Cleeve Financial Planning - Financial Advisers, Pension Advisers, Pension Specialists & Financial

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!

Lisa Butler 2026.03.19

     

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.

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Reply from Cleeve Financial Planning - Financial Advisers, Pension Advisers, Pension Specialists & Financial

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!

Adge Pearce 2026.03.18

     

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

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Reply from Cleeve Financial Planning - Financial Advisers, Pension Advisers, Pension Specialists & Financial

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 😊

Mia Stone 2026.03.10

     

Tim and the team have been incredibly helpful and always very quick to respond with anything, and very patient in explaining financial nuances.

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Reply from Cleeve Financial Planning - Financial Advisers, Pension Advisers, Pension Specialists & Financial

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.

Ronnie McMillan 2026.03.09

     

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

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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 😊

Jennie Edwards 2026.03.08

     

For good financial advice I recommend Cleeve Financial.Ben Wilson helped me achieve the best plan I could for myself & my family. It can be hard to know where to start. Ben was very helpful & listened to know what I wanted to achieve during my lifetime & after . Jennie Edwards

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Reply from Cleeve Financial Planning - Financial Advisers, Pension Advisers, Pension Specialists & Financial

Hi Jennie Edwards, we're so glad to know that Ben was able to help you find the right financial plan! Your confidence in us means a lot, and we're here to support you and your family anytime you need. 🌟

Kerry Stewart 2026.03.03

     

Tim and Cleeve Financial have grown my pensions and investments significantly since setting up 6 years ago. So much so that I am able to enjoy a retirement I did not think possible (multiple fantastic holidays per year). Today he analysed my pension and calculated whether there was any risk of running out of money based on my lifestyle and delighted to say the outcome is completely the opposite. He is now planning around ensuring my estate pays no Inheritance tax upon my death for the benefit of my children. Couldn't be happier.

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Reply from Cleeve Financial Planning - Financial Advisers, Pension Advisers, Pension Specialists & Financial

Thank you so much for your positive 5-star review, Kerry! We are thrilled that you are seeing the benefit of what financial planning can do and we really appreciate you taking the time to recommend us.

Liz Humphries 2026.02.26

     

Outstanding pension and retirement advice We had our annual pension review with Tim to discuss retirement plans, and as always, he was extremely well-prepared. He provided all the necessary details and used impressive IT tools to show future projections of our pension growth, which gave us great peace of mind. We were thrilled to see our pension had grown significantly, and Tim's encouragement to enjoy our pension responsibly was very reassuring. Highly recommend his expertise!
Date of experience: 19 February, 2026

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Reply from Cleeve Financial Planning - Financial Advisers, Pension Advisers, Pension Specialists & Financial 2026.03.02

Thank you, Liz, for sharing your positive experience with Tim and Cleeve Financial Planning! We're delighted that Tim's expertise provided you with clarity and reassurance for your retirement planning. Your recommendation means a lot to us!

Jude Frederick 2026.02.23

     

You'll struggle to find a better team that can deliver clear, concise and sound planning in the way that Cleeve Financial Planning have done for me. Excellent!

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Reply from Cleeve Financial Planning - Financial Advisers, Pension Advisers, Pension Specialists & Financial

Hi Jude Frederick, it's fantastic to hear that you value the clarity and precision of our team! We're delighted to have been able to assist you. Thank you for your kind words!

Ruth McCutcheon 2026.02.03

     

Tim has been our adviser for over half a decade now , guiding us thoughtfully through various challenges. He's been a great help in giving us some coherence to pension planning and general financial management. He's always personable and helpful without being pushy.

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Reply from Cleeve Financial Planning - Financial Advisers, Pension Advisers, Pension Specialists & Financial 2026.02.04

Hello Ruth, your kind words absolutely made our day. It’s wonderful to know that Tim’s support has positively impacted your financial journey. We are always here to provide a helping hand when needed!

Dale Clarke 2026.01.14

     

Very helpful and friendly service from Tim O’Loughlin who was able to point me in the right direction with the financial help I required. Thank you.

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Reply from Cleeve Financial Planning - Financial Advisers, Pension Advisers, Pension Specialists & Financial 2026.01.14

Hi Dale, we're so happy to hear that Tim provided you with the friendly guidance you needed! Your kind words and 5-star rating truly mean a lot to us. We look forward to helping you in the future!

Christopher Walker 2025.12.15

     

I had an excellent review of my portfolio with Tim at my annual review. Tim ensured that I received answers to all my questions and provided important information on how I should proceed regarding my financial position. He was candid and professional throughout. Thank you Tim

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Reply from Cleeve Financial Planning - Financial Advisers, Pension Advisers, Pension Specialists & Financial 2025.12.19

Hi Christopher, we're pleased Tim was able to support you during your review and assist you with your financial position. And the 5 stars and lovely review are very welcome, thank you!

Julian Reid 2025.12.12

     

Great service by Tim at cleeeve financial planning I would recommend him nice guy.

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Reply from Cleeve Financial Planning - Financial Advisers, Pension Advisers, Pension Specialists & Financial

Thanks for your review and recommendation Julian!

Nigel Vockings 2025.12.11

     

Cleeve Financial Planning (CFP) services came to us high recommended from two close friends who had been very satisfied with the service provided, particularly from Tim. We are at the start of our journey and have met Tim 3 times. Throughout the process we have been guided through the approach that CFP take, without any pressure and in a way we understood. We felt at ease raising questions and challenging the approach whenever we wanted. It's now led to us being confident to follow the advice provided and start our journey to provide us with a better foundation for our retirement in the years to come. Tim explained the future approach and regular review whereby we will have access to him personally when we need advice and to make big decisions. We are now looking forward to a more financially stable retirement.

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Reply from Cleeve Financial Planning - Financial Advisers, Pension Advisers, Pension Specialists & Financial 2025.12.12

Hi Nigel, thank you for taking the time to share your experience so far with Tim and with Cleeve. It's been a pleasure to help you plan for your retirement and it's great to hear that Tim has been able to guide you through the process and give you confidence in his advice. Welcome on board!

Jane Reid 2025.12.11

     

Great Service by Tim at Cleeve financial planning, very helpful.

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Reply from Cleeve Financial Planning - Financial Advisers, Pension Advisers, Pension Specialists & Financial 2025.12.12

Thank you for your 5 star review Jane!

David Yates 2025.12.05

     

We’ve been a client of Tim’s at Cleeve Financial Planning for around 6 years now and would highly recommend him and his team. He always replies to any questions in a timely manner and is always friendly and approachable.

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Reply from Cleeve Financial Planning - Financial Advisers, Pension Advisers, Pension Specialists & Financial 2025.12.12

It's great to have such a lovely review from one of our long standing clients! Thank you for your recommendation and your loyalty David, it's very much appreciated ⁠😊