Reviews of Cleeve Financial Planning - Mortgage Advisers, Financial Advisers & Pension Advisers. (Financial Consultant) in Bristol (Bristol).

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

149 Reviews

60 Comments

Financial Consultant

Financial institution

KNIGHTWOOD COURT, Mead Rd, Stoke Gifford, Bristol BS34 8PS

Description

Information of Cleeve Financial Planning - Mortgage Advisers, Financial Advisers & Pension Advisers, Financial Consultant in Bristol (Bristol)

On this page you’ll find the address, open hours, more popular times, the contact, photos and real reviews of this business.

This business has received very good reviews from their customers, so probably it’s a place you should try if you are looking for this kind of services.

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Open hours of Cleeve Financial Planning - Mortgage Advisers, Financial Advisers & Pension Advisers

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

A. L.

I was recommended to speak with Tim after I told my mortgage advisor I was unsure of the advice I was being given by my current (now ex) pension provider. I called Tim and we arranged a convenient time for us to meet later that week and I really liked the fact that Tim was happy to meet me at my own home and would fit around my own work schedule. Tim arrived at my home at the time he said he would and greeted me with a lovely warm smile. He was very courteous and friendly with a warm and welcoming persona. It seemed like I had a million questions to ask and graciously Tim worked through them all with me. My mind had been spinning with the information I had previously been given and Tim was able to explain everything in a language that I could understand and sincerely put my mind at ease. I am in NO doubt that I have found a genuine and sincere pension advisor that has my best financial interests at heart. If you are looking for a pension advisor that will tell you as it is, giving you his best advice in a language which even a non financial person like myself can understand, then Tim is definitely the man to call. Top notch 5 star service from start to end. Thanks Tim for ALL your help so far and for all your help yet to come in the years ahead. Adam Advance Pest Control Bristol Ltd

C. S.

I first met with Kieran three years ago. I had a ‘mix of pension pots’ which needed a complete review. From our first meeting he was the utmost professional. We spent considerable time looking at my situation, in terms of current status and where I wanted to be, both in the short and longer term. He asked questions that got a good sense of the person I was and this benefitted my thought process; when we came to consider my options. Have decided which routes to pursue, Kieran did all the work to make it happen. I’ve experienced the ups and downs when investing and Kieran has always be there with an informed and reassuring view. He has been honest with his opinions but always supported the decisions I have made. I’m gladly writing this review to recommend him as someone who can be trusted to do the right thing with and for you. Claire Stopgate

S. G.

Kieran O'Connor was recommended to me by a member of the family. I was planning my retirement and needed advice on how to handle several ex-company pensions. Kieran couldn't have been more helpful and I now have a single pension pot that I will soon start dipping into. I would recommend Kieran and St James Place to anyone.

R. W.

Bespoke PC financial advisors have been providing me with financial advice for several years pricipally managing my pension funds. I have found their support and advice invaliable in navigating the complex area of pensions. Their advice has always been honest and centred around what is best for myself. I would throughly recommend them to any of my friends and family to manage their finances.

L. M.

Kieron O'connor is professional and polite.He has been looking after and arranging my pension and retirement. He has made sure my pension and retirement funds is suited to me and my budget. He has taken me through every details and made sure I understand every part and keep me informed at every point.

J. &. L.

Tim has always given my wife and I a personal service tailored to suit our needs, never feeling as though we are dealing with a corporate organisation. Tim gives clear, concise explanations in ways we can understand. He is patient when going through the required processes and procedures taking time to explain in different ways if needed. We never feel rushed or under pressure and have always had swift responses to any queries or questions. The "post" investment experience is also excellent and we have no hesitation in recommending Bespoke and Tim.

A. R.

We’ve had several meetings so far to review our pension arrangements and general finances. Tim has helped us put a plan in place to achieve our milestones and has clearly explained technical/complex situations with ease. There’s been complete transparency from the beginning and we feel in very safe hands.

J. S.

Seen Kieran recently to review our pensions held, fantastic service offered from start to finish, he worked to our pace and answered any questions we had in a very prompt and timely manner, pensions always seemed like a scary word, but we feel a lot more comfortable and knowledgeable now with our overall plans for retirement

J. C.

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.

T. C.

Very efficient co. who make financial matters,my personal pension, very easy to understand for someone who has never delved into the financial world. They’re always understanding and I must say always there almost immediately to take my phone calls and solve any queries I have. Without a shadow of a doubt I know my financial adviser Tim, does everything in his powers to ensure my pension is flourishing.

R. S.

Kieran has been our family and business advisor for years now and always deals with any queries that we have in a prompt and timely manner, I am very happy to recommend Kieran

J. R.

Since our first meeting Tim has provided my wife and I with a detailed overview of how we can secure our plans for the future. Tim outlined the products available and explained the different options for our financial planning. Tim is well spoken and friendly. Tim allows us time to discuss all possible options and answer any questions we may have. Tim has been on hand for ad hoc queries and is swift in his response. I look forward to working with Tim over the coming years and securing our financial future.

R. A.

Tim was recommended to us by a family member. Myself & my partner had many questions and needed some advice about investing our money, Tim was very professional & answered all our questions and helped us easily understand the information given to us. I would highly recommend Tim to anyone looking for advice great service & very friendly!!

A. R.

I was given Tim's details as a recommendation. I cannot thank him enough, the service was highly professional. Tim was able to answer the many questions I had about starting a pension and ISA backed up by data/graphics in a way that helped me understand the information. I wouldn't hesitate in recommending Tim to anyone in need of financial advice.

A. P.

Really happy with the service I received from this company on helping me transfer out my company Pension. Tim was professional and informative along the process, and even visited my house twice to explain my finance options. Have recommend Tim to my friends and work colleagues.

R. O.

I approached Bespoke Private Clients to review my pension plans and to help me make the best of my pot in the years leading to my retirement. Tim has been very helpful and understanding of my needs and I look forward to many years of financial partnership knowing that my investments are in safe hands.

M. C.

Adam Wyrill was recommended to me by a mutual friend when I was trying to navigate my way through & simplify a number of legacy pensions accumulated over my working career. It was also a good opportunity to review my protection insurances & address any shortfalls in cover or funding. Adam conducted a thorough review & explained findings in a really clear & simple way enabling me to be feel fully informed, engaged & ultimately, very reassured that the right choices were being made. We now meet annually to ensure that plans for my future retirement remain on track. I value Adam’s professional expertise & have recommended him to several members of my family & friends as I have full confidence in his ability to engage with & arrive at the best outcome for each individual‘s specific circumstances.

S.

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

d. n.

Our experiences with Bespoke have been of an exceptionally high standard. We have recently successfully purchased a house and without the help of Adam Wyrill this would not have been possible. Adam has systematically helped us at every stage of our financial planning and mortgage application. He has made a daunting and complex process incredibly simple. I cannot praise his professionalism and patience enough. I would highly recommend Bespoke Private Clients.

N. V.

After receiving details of my transfer value from my defined benefit scheme, I approached Tim for advice on the suitability of a transfer to a defined contribution arrangement. Tim provided detailed information on the pros versus cons of transferring and kept me informed at every stage of the process, along with giving me a clear description of SJP's very active fund management. Highly recommended for someone considering a transfer, as both Tim and SJP are very thorough in determining whether a transfer from a defined benefit scheme is in your best interests.

S. W.

Tim has been extremely knowledgeable about the market and provided great advice. He really takes the time to listen and understand your circumstances fully beforehand, which means you get a really professional and personalised service. I would recommend Tim very highly.

R. C.

Called Bespoke today and spoke to a lovely man called Adam, who although our needs was not something he could meet, he was incredibly helpful in pointing me in the right direction. He spend 15mins of his time with no hurry to get me off the phone with helpful tips and personal, professional & unbiased advice and what a pleasent man and company.

D. L.

We recently moved our pension after being recommended we speak with Tim from Bespoke Private Clients. Tim answered all our questions and put our minds at ease that we now have our financial futures pointed in the right direction. Tim is a lovely guy and we would thoroughly recommend him to anyone who is unsure of where or how to proceed with their pension plans.

M. M.

I met with Tim O’Laughlin to give me advice on my pension pot. I was very confused on what options I had at the time. Tim gave me some amazing advice that then meant my lifestyle could change for the better. I am over the moon and would highly recommend him to anyone.

B. T.

I have been working with Tim and he has been extremely helpful, always willing to go above and beyond and I am very grateful for his services. Would highly recommend Bespoke services.

R. W.

Can't fault the service received from Tim, friendly, open, honest and professional. Made what I though to be a tricky and confusing subject pretty straight forward and easier to understand. Felt like we were in safe hands and can't thank Tim and the team enough. Keep up the good work! R & A Warren

L. W.

If you have any financial requirements, Bespoke are the people to ask. Pete financially did for me what everyone else failed to do. Cannot recommend highly enough! Nothing is too much trouble, documents have been hand delivered, queries are answered really quick and explained in a way that's easy to understand. Even after Pete should technically have moved onto his next client, he has helped me answer questions and get things moving. Absolutely brilliant company.

K. N.

Judy S from Bespoke has been so amazing in helping us through our initial mortgage of our first home but also through our re-mortgage. Her help was invaluable and made the entire process stress free, which was not the case for many of our friends. Mortgages can be so complicated when your not familiar with the jargon and there is so much information is difficult to know where to start but with Judy's advice is was so much easier to understand, and she was always at the end of a phone to answer all of our questions. Thank you so so much Judy and Bespoke!

D. F.

We were pretty confused about our retirement and needed help understanding our pension paperwork, but everything suddenly made sense after our meetings here. We were advised not to do anything as our existing pension providers were able to give us what we needed. We were not charged a penny for this help, despite having three meetings at their cost. A lovely intelligent and well qualified team, and they make great coffee!

M. R.

Dan at Bespoke helped has advised me on Development Finance and Commercial mortgages. Great, sensible and practical advice as well as access to all markets as they are not tied. Thinking outside the box on all angles is so much appreciated when most institutions are so regimented. Mark

N. G.

Met with Tim Oloughlin to falicitate my pention. Genuine nice man. Was given his name by friend and won't hesitate to give his number to anybody who needs financial advice.

T. M.

Tim was very knowledgeable, approachable and took the time to talk us through everything clearly. Would not hesitate to recommend.

P. R.

Met with Peter to discuss buying my first home. He was extremely helpful and knowledgeable And explained things in a way that was easy to understand. I will be recommending him to all of my friends and family.

J. O.

In recent months I have had the pleasure of dealing with Bespoke Private Clients who have helped me make important financial decisions. During that time I received direct support from Tim O'Loughlin to help with the transfer of a work pension. Tim also advised on other areas of financial planning. I have no hesitation in recommending Bespoke Private Clients to others.

j.

Gave me great advice in very clear language . I was able to understand everything and make the right decision for my future,. Highly recommend.

A. W.

Had a meeting with Tim O'loughlin discussing my pension options .Tim was very professional and now I have a clear mind as to which option is best for me and my family!!

J. R.

Bespoke have been so helpful with us getting and securing a mortgage and insurances. Couldn't recommend highly enough as they go above and beyond any other mortgage company I have dealt with.

T. N.

Peter Reid could not have been more helpful, nor have explained our options with more clarity and patience. Made a moderately confusing landscape feel very manageable. Highly recommend.

K. B.

I highly recommend using Bespoke IFA, they took the stress out of buying my first home and were a pleasure to work with. Quick to help and always available for top advice. I can't imagine doing it without them!

S. L.

We found Tim to be very professional and courteous, he went about and beyond our expectations, thankyou

N. G.

First class service. Am using Tim Oloughlin to falicitate my pention, genuine nice man was recommended by a friend and couldn't be happier

A. C.

Our re-mortgage was a hassle free experience thanks to Michelle at Bespoke, she made it so easy for us and was extremely helpful throughout the whole process

I. T.

Fantastic services, Tim was super helpful and I would highly recommend him.

K. S.

Tim at Bespoke looked after me well and gave me fantastic pension advice recently.

J. C.

I have felt completely confident in the quality of the advice provided around my retirement fund. Kieran clearly knows his stuff and is brilliant at explaining the issues in simple, easy to understand language. I was nervous about knowing what to do to secure my future but not any more. I would highly recommend his services.

J. G.

Excellent service at all times.

J. E.

Excellent advice could not fault the servive

S. t.

great service and very prompt in getting back to us on any questions raised!

J.

Good service punctual and friendly

M. M.

S. K.

P. D.

C. W.

M. M.

M. C.

J. P.

We have been working with Kieran for about five years now. He has always been good at explaining his advice in clear terms and is happy to answer questions or clarify things for us when we needed it. He is also good at keeping in touch and reacts very promptly when acting on our behalf. All round, very efficient.

I. W.

Kieran has been dealing with both mine and my wife’s pension. We were very cautious around the thought of using a financial advisor due to thing’s you hear over the years, however within a short period of time, we felt relaxed in Kieran’s company. He really came over as very professional and knowledgable. He really opened our eyes as to the best route to take and based on this we are very comfortable in our choice. Would definitely recommend him personally to others.

L. W.

We have been working with Kieran for the last five years planning financial security for our retirement. Kieran has a brilliant knowledge and understanding of financial planning and has a great ability to explain it so it is very easy to understand. Nothing is too much trouble for him, he is extremely personable and lovely to have in our home providing first class customer service, always doing what he commits to on time. We have already recommended him to friends and will continue to do so.

t. f.

Kieran was recommended to me by a work colleague, I wanted to understand whether our pension/retirement plans were sufficient. Kieran took time to understand our bigger goals and aspirations; he was careful to play back his understanding and to give us options to think through together. I feel so much more reassured and better able to make decisions about our finances now. A really positive experience.

P. B.

Kieran O’Connor was recommended to me by a colleague and he proved to be an extremely knowledgeable and helpful individual. As well as providing excellent investment advice he was also tireless in pursuing action from my existing pension providers. Highly recommended.

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