Cleverly Planned Ltd

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 also understand that seeking advice can be just as daunting.

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

Our approach is entirely focused on you as a person, rather than just your money as abstract numbers.

We’re here as your trusted partner to provide a genuinely meaningful service at great value, that helps you feel more confident about the possibilities to shape your future exactly how you want it.

Whilst we have specialist knowledge in a range of complex areas, such as tax efficient retirement planning, pension sharing on divorce, redundancy packages, the lifetime and annual allowances, we deal with these efficiently for you as a matter of course, and put our time with you to best use in helping you answer the big questions like “do we really have enough?”, “when could I stop working?”, “am I doing the right thing?”, “how much could we give to others?”, “what would happen if I make this change?”.

There's more information on how we work on our website.

We're really good at giving our clients confidence and peace of mind.

We put all your financial resources into context, so you can clearly see how the future looks and what to do for the best.

Our work together makes the difference between thinking you’ll probably be OK and knowing it for certain. That’s the kind of financial security that brings the benefits of freedom and choice into all areas of your life, enhancing your family time, your health, travel and overall well-being.

Our clients tell us they feel “liberated!” and “reassured”, with “a new confidence in the years ahead".