Contact usWe'd love to hear from you
Please click here for information on how we will continue to provide advice during the COVID-19 pandemic
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 the World Heritage village of Saltaire, close to Bradford and Leeds. We are easy to find, walking distance from Saltaire rail station or just off the A650 with plenty of parking options nearby.
Click on our location below to be taken to Google Maps for directions…
Cleverly Planned office
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.