2 Mill Parade, Church Road, Bishops Cleeve, Cheltenham, GL52 8RL

Tel: 01242 674 775 | Fax: 01242 678 114

Cleeve Financial Solutions

 
>   Introduction
>   Why Us
>   Protection
>   Retirement Planning
>   Investments
>   Mortgage Advice
>   Inheritance Tax
>   Expatriate Advice
 
>   Home
>   Residential Lettings
>   Long Term Care
 
>   Links
>   Contact Us
 

WHY US

As Independent Financial Advisers and members of the UK's largest network of like-minded professionals, we have access to all the latest market research, information and financial statistics in order to advise you on your personal and corporate financial needs.

But perhaps what is of the greatest importance to many is that we are able to take a totally objective view of your circumstances unhampered by any emotive restraints.

We want to work with you and your existing professional advisers, forging long term relationships to help you to build and protect your wealth.

Many of our existing clients retain our services to undertake a regular review of their circumstances. In addition to changes in your personal circumstances, a regular review is becoming more crucial as financial markets and investment climates change not just in the UK but also throughout the world.

All our business is conducted in strict confidence in accordance with regulations set out by the Financial Services Authority (FSA). We pride ourselves in offering a personal, friendly and professional approach to meet our clients’ financial objectives.

© Copyright 2004 Cleeve Financial Solutions

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.