Company Information

Get to know Cleeves Financial Services Limited

Established in 1989, Cleeves Financial Services Limited operates as a firm of independent financial advisers (IFAs) based in Devon, UK. The company provides personalized financial advice to both individual and corporate clients across a range of services, including investment strategies, pension and retirement planning, mortgage brokerage, and insurance/protection policies. Their mission is to offer impartial, comprehensive advice tailored to the specific needs and financial goals of their clients, guided by the principles of the UK's regulatory regime.

Industry

Financial Financial AdvisementPRIMARY
Financial Other Service

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Cleeves Financial Services Limited

United Kingdom

Founded in

2019 (7 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Markets.com

(326 reviews)

United States

2008

(18 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.