Meet your team
Director & Chartered Financial Planner
Sophie is our founder, a highly qualified Chartered Financial Planner, Associate of the Personal Finance Society and Registered Life Planner, driven by making a positive difference to our clients' lives and being proud of the work we do for them.
When first contemplating a career in financial planning, Sophie was told (by a financial adviser, no less) that she was "too clever to be an IFA", which she took as a compliment and decided to do it anyway, earning distinctions in numerous areas and becoming one of very few advisers to have achieved both Chartered status and the Registered Life Planner title. Aside from her technical expertise, clients say they choose to work with her because it's immediately apparent that she really cares. She makes money matters more human and helps them to understand what's really possible.
After 15 years experience in the advice profession, Sophie established Cleverly Planned to ensure she could provide the sort of service she would want for her own friends and family, where every client has the peace of mind that comes from having someone on their side who can link together evolving financial complexities with the evolving realities of life.
Outside Cleverly Planned, she acts as a mentor to other women in business and shares her knowledge and expertise with charities, both informally and as a Trustee. You can often find her at the front row of a gig, exploring a Greek island with her binoculars or riding the Keighley & Worth Valley Railway with a pint.
If you'd like to speak with Sophie, she'd be pleased to hear from you. You can email her here.
Practice Manager & Paraplanner
Ben has worked closely with Sophie for a number of years, providing support with the technical aspects of building and maintaining robust financial plans and delivering a first-class service for our clients.
He enjoys seeing people's dreams come to life and spends a lot of his time undertaking analysis and research, as well as preparing reports and modelling scenarios to cover every eventuality, so you can sleep well knowing that your ideal life is supported by an accurate, thorough and meaningful plan that's being regularly tested and updated.
Ben is committed to ensuring that our clients receive the very best service. He is always on hand to happily answer any questions and is the primary point of contact at the office. His attention to detail is second to none and he enjoys being able to translate the most complex of financial matters into more meaningful terms.
As you’d expect, Ben is also highly qualified and has a wealth of industry experience. He holds the Diploma in Financial Planning, which is the professional benchmark qualification for financial advisers, as well as highly specialised certificates in pension transfer advice and discretionary investment management. He’s currently studying for the advanced diploma in financial planning and aims to achieve Chartered status in 2020.
Away from Cleverly Planned (when he's not studying, of course), you’ll find Ben on trips abroad, exploring new places, or at home with a glass of wine.
If you'd like to speak with Ben, he'd be happy to hear from you. You can email him here.
Our Cleverly Planned team is small but perfectly formed. We know our strengths and we work to them, to make sure you get maximum value from our service. We made the decision to be part of Sense Network, to enable us to combine the benefits of being a highly-personal, boutique firm with the resources and knowledge-base of a much larger company. Sense help us to stay fiercely independent and provide us with support on compliance, training and development, regulatory changes and investment research, to free up more of our time to spend with you.
Research shows that most financial advisers fell into the profession in later-life, whereas we both set out in this career from outset, which is reflected in our commitment to the quality of our work and we know our clients find it reassuring that we will be around to support them for many many years to come.
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.