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

Address: KNIGHTWOOD COURT, Mead Rd, Stoke Gifford, Bristol BS34 8PS, United Kingdom.
Phone: 1174407869.
Website: cleevefinancialplanning.co.uk
Specialties: Financial institution.
Other points of interest: Onsite services, Language assistance, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Gender-neutral restroom, LGBTQ+ friendly, Transgender safespace.
Opinions: This company has 145 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Cleeve Financial Planning - Mortgage Advisers, Financial Advisers & Pension Advisers

☎️1174407869

⏰ Open Hours of Cleeve Financial Planning - Mortgage Advisers, Financial Advisers & Pension Advisers

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: 9 AM–5 PM
Sunday: 9 AM–5 PM

Cleeve Financial Planning: Expertos en Asesoramiento Financiero y Pensiones

Cleeve Financial Planning es una empresa de asesoramiento financiero con sede en Knightwood Court, Mead Rd, Stoke Gifford, Bristol BS34 8PS, Reino Unido. La empresa ofrece una amplia gama de servicios, incluyendo asesoramiento de préstamos, asesoramiento financiero y asesoramiento de pensiones.

Características y Especialidades

Experiencia y conocimiento: Los expertos de Cleeve Financial Planning cuentan con amplia experiencia en el campo del asesoramiento financiero, lo que les permite ofrecer consejos personalizados y efectivos a sus clientes.

Servicios personalizados: La empresa se enfoca en entregar servicios de alta calidad, adaptados a las necesidades específicas de cada cliente.

Conocimiento del mercado: Los asesores de Cleeve Financial Planning están al día en las últimas tendencias y regulaciones del mercado, lo que les permite ofrecer consejos informados y eficaces a sus clientes.

Ubicación y Accesibilidad

Ubicación: La empresa se encuentra ubicada en Knightwood Court, Mead Rd, Stoke Gifford, Bristol BS34 8PS, lo que la hace accesible para clientes de toda la región.

* Accesibilidad: Cleeve Financial Planning se esfuerza por ser accesible para todos, ofreciendo servicios en la ubicación y apoyando a clientes con discapacidad.

Opiniones y Reconocimientos

Cleeve Financial Planning ha recibido una media de opiniones de 5/5 en Google My Business, lo que refleja la satisfacción de sus clientes con sus servicios. Algunos clientes han destacado la profesionalidad y conocimiento de los asesores, así como la atención personalizada y eficiente que reciben.

Algunos de los clientes han comentado sobre la importancia de la planificación a largo plazo y la eficiencia fiscal para empresarios, así como la confianza y conocimiento de los asesores en materia de préstamos. Además, se ha destacado la capacidad de la empresa para ofrecer servicios en lenguas diferentes y ser amigable con la comunidad LGBTQ+.

Recomendación

Si estás buscando un asesoramiento financiero confiable y personalizado, Cleeve Financial Planning es la opción ideal. Con su experiencia, conocimiento del mercado y compromiso con la accesibilidad, la empresa se posiciona como un líder en el campo del asesoramiento financiero. Visita su página web en cleevefinancialplanning.co.uk para obtener más información y contactar con los expertos de Cleeve Financial Planning.

👍 Reviews of Cleeve Financial Planning - Mortgage Advisers, Financial Advisers & Pension Advisers

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

Lauren D.

5/5

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

david B.

5/5

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.

5/5

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.

Matt B.

5/5

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.

Rose M.

5/5

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!

Chloe E.

5/5

Ben was absolutely amazing all the way through, I can not recommended Ben enough. Helpful, professional, and reliable. Can not thank him enough.
Was great all the way through mortgage process, couldn’t of done it without him!

Alex P.

5/5

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

Corey F.

5/5

My brother Liam set up some savings with Tim’s company and I was keen to take advice. Tim and the team offered excellent investment advice and i’m very happy.