Legal info

Cleverly Planned Limited is registered in England & Wales company number 11930628. We are independent financial advisers specialising in helping people coming up to or going through a life change, such as retirement, redundancy, divorce or bereavement. Our registered Address is 22A Victoria Road, Saltaire, Shipley, BD18 3LQ.

Cleverly Planned Limited is an appointed representative of Sense Network Limited which is authorised and regulated by the Financial Conduct Authority. You can view Sense on the FCA register here and our entry here. The information contained within this website is subject to UK regulatory regime and is therefore targeted to consumers based in the UK.

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

If you have a complaint relating to products or services purchased online, or by other electronic means such as by email, you should refer initially to complaints@sensenetwork.co.uk. You may also refer your complaint to the online dispute resolution (ODR) platform at http://ec.europa.eu/odr

You can view our Chartered Financial Planner, Sophie’s, entry on the FCA’s Financial Services register here.

 

 

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Contact us directly

 

Phone

01274 592737

Email

hello@cleverlyplanned.co.uk

 

 

 

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.