Cleeve Financial Solutions

Introduction

Why Us

INTRODUCTION

Based in the Cotswold Village of Bishop’s Cleeve, Established in 1982 Cleeve Financial Solutions has 60+ years experience across their Advisers working in all aspects of Independent Financial Advice.

We’re here to help you achieve your financial objectives and provide practical solutions for all kinds of people. Forging long-term relationships and working in partnership with our clients we help protect against unforeseen circumstances and build financial security. We also advise on how to protect your wealth against the need for long-term care and inheritance TAX mitigation.

In an uncertain world, rest assured that whatever problems you or your business may face there will be a solution that’s most suitable for you.

We offer a FREE, no obligation initial meeting so that you can learn how we can help you improve your overall financial security now and in the future.

Cleeve Financial Solutions is a trading style of Cleeve Insurance Services, which is an Appointed Representative of Sesame Ltd, which is authorised and regulated by the Financial Services Authority. Sesame is entered on the FSA register www.fsa.gov.uk/register under reference 150427.

The guidance and or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

Some services provided by Cleeve Financial Solutions may be subject to VAT, registered under no. 840 7815 22

Your property may be repossessed if you do not keep up repayments on your mortgage.

The FSA do not regulate Residential lettings or some forms of mortgages, inheritance tax planning or International products.

You can choose how we are paid for mortgages. You may pay a fee, usually £500. Alternatively we charge you a fee typically £150 plus we receive commission from the lender typically 0-3% of the loan.