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
9.0 /10
FCA verified
2nd December 2019
Highly recommended independent retirement, redundancy and divorce specialists. No sales-y 'free' offers, simply meaningful advice from a Chartered Financial Planner.
We can advise you on
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • SIPPs
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • OEICs
    • Socially responsible investments
    • Unit trusts
    • Lump sum
    • School fees planning
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Sophie Marfell APFS RLP
Chartered Financial Planner
Chartered Financial Planner
What our clients say
Sophie has shown us how much we could do with our finances, and that we can live our dreams not just imagine them. We have a new confidence in the years ahead and a greater sense of security.
Griffiths, Leeds
You reassured us that we have enough. Our finances didn't need to change in monetary value, but they now have a purpose and are being put to good use in helping us live our dreams. Having money is one thing, having the desire and courage to use it in a structured and managed way is the real benefit.
D & L Fox, N Yorks
As I sit enjoying my blooming garden with my granddaughter, I am thinking of you and thanking you for all your help! The first 2 years of retirement have flown by and I haven't had a single money worry. I can't thank you enough for making it possible.
B Dobson, Bradford
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 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.

Our services

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".

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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