We're pleased you found us

You're in the right place. As independent experts in all aspects of retirement, redundancy, bereavement and divorce, we'll help you navigate life changes with confidence.

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 also be daunting.

That’s why we’re proud to do things differently.


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0113 257 8284




Longwood Hall, Bradford Rd, Pudsey, LS28 6DA



Cleverly Planned Ltd is registered in England & Wales. Registered number: 11930628. Registered office: Longwood Hall, Bradford Road, Pudsey, 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 with pensions and investments. 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.