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You're in the right place.
As independent specialists in the financial aspects of retirement, business exit, redundancy and divorce, we will help you navigate life changes with confidence and peace of mind.
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 be just as daunting.
We’re here to help.
“Having enough money is one thing, having the desire and courage to use it in a structured and managed way is the real benefit. You helped us to not only create a vision for the future, but to actually put it into practice.” – David, a Cleverly Planned client
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.