Cleverly Planned Ltd

Independent Financial Adviser Longwood Hall, Bradford Road, Stanningley, Pudsey, West Yorkshire, LS28 6DA
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
12th August 2019
We're a good fit for people who don't exactly relish the thought of meeting with a typical financial adviser.
We can advise you on
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Estate planning
    • Income tax
Meet our advisers
Sophie Marfell APFS RLP
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Where to find us

Longwood Hall, Bradford Road, Stanningley, Pudsey, West Yorkshire, LS28 6DA

Make an enquiry
About us

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 daunting.

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

Yes, we’re independent financial advisers, but we’re also so much more than that. We work as your trusted partner to help you understand the possibilities and make wise, informed decisions to shape your future exactly how you want it.

Money is a complex and emotive subject that should facilitate our life rather than drive it. So 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 as a matter of course, as our time with you is put to best use in helping you answer 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?”, “how many epic adventures can we really afford to go on?”.

Our services

We're really good at cutting through all the technical jargon to put 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 sort of financial security that brings the benefit 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”.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Compliance

Cleverly Planned Ltd is an appointed representative of Sense Network Limited, which is authorised and regulated by the financial conduct authority.

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