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Take a step towards financial peace of mind and the confidence to do more of what’s important to you.
We look forward to welcoming you to a complimentary initial meeting, with no obligation, to give you the opportunity to find out how we may be able to help and to see if we would be a good fit to work together.
When you get in touch via any of the methods below, Ben Coulson will be your first point of contact. He will find out a bit more about you and answer any initial questions you may have, then, when you’re ready he’ll arrange your meeting with our Chartered Financial Planner, Sophie Marfell, at a time convenient to you.
Meetings take place online via video or at our comfortable and private office within a lovely converted chapel in Pudsey, close to Bradford and Leeds. We are easy to find, walking distance from New Pudsey rail station or just off the Stanningley by-pass with parking available on site. You’re welcome to park in either of the Cleverly Planned reserved spaces or a Visitor spot.
Cleverly Planned office
Cleverly Planned Ltd is registered in England & Wales. Registered number: 11930628. Registered office: Longwood Hall, Bradford Road, Pudsey, Leeds, LS28 6DA. 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 those in Leeds, West Yorkshire and the surrounding areas 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.