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.