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As independent financial planners, we’ll make sure you can navigate all that life brings with confidence and peace of mind.


You know there’s more to life than money, but that doesn’t mean you want to miss any opportunities or make any mistakes.

We know pensions and investments can be a minefield, but we understand that seeking advice can be just as daunting.

We’re here to help.

“Having enough money is one thing, having the desire and courage to use it in a structured and managed way is the real benefit. You helped us to not only create a vision for the future, but to actually put it into practice.” – David, a Cleverly Planned client

Contact us directly



01274 592737






Cleverly Planned Ltd is registered in England & Wales. Registered number: 11930628. Registered office: 22A Victoria Road, Saltaire, Shipley, West Yorkshire, BD18 3LQ. Cleverly Planned Ltd is an appointed representative of Sense Network Ltd which is authorised and regulated by the Financial Conduct Authority. Cleverly Planned Ltd is entered on the Financial Services Register here under reference 842889.

Cleverly Planned Ltd, independent financial advisers helping people put pensions and investments into real-life context. The information contained within this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services business aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.