Cleverly Planned
About the Business
Welcome to Cleverly Planned, the best institution for all your financial and health needs located at 22a Victoria Rd, Saltaire, Shipley in the United Kingdom. Our institution is committed to offering our clients the highest quality of service and personalized attention they need to achieve their financial and health goals.
At Cleverly Planned, we understand that everyone has different goals and aspirations when it comes to their finances and health. Therefore, our establishment offers a wide range of services tailored to meet your unique needs. Whether you want to plan your retirement, save for your child's education, or manage your investments, our financial consultants are always available to help you. Our expert team of professionals has years of experience in the finance industry and understands the ever-evolving market, which means you can have peace of mind knowing that you are in good hands.
At Cleverly Planned, we also provide a wide range of healthcare services. Keeping up with your health can be challenging, especially when you have a busy schedule. That's why we have a team of qualified health practitioners who offer a range of assessment and treatment options that work for you. We understand the importance of maintaining good health, and our team is committed to helping you achieve your health goals.
We are located at a prime location in Saltaire, Shipley, making us a point of interest in the area. Our institution is easily accessible, and you can drop by at any time for a chat about your finances or health. Our team also offers virtual consultations, so you can access our services from the comfort of your home.
In conclusion, Cleverly Planned is the perfect institution for all your financial and health needs. Contact us today, and let us help you plan for a bright future.
Photos
Location & Phone number
22a Victoria Rd, Saltaire, Shipley BD18 3LQ, United Kingdom
Hours open
Monday:
9:30 AM - 5:00 PM
Tuesday:
9:30 AM - 5:00 PM
Wednesday:
9:30 AM - 5:00 PM
Thursday:
9:30 AM - 5:00 PM
Friday:
9:30 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Cleverly Planned has provided me with the comfort and assurance I needed in planning my financial future. Sophie and Ben are so responsive and professional; but moreover really understand who I am and what I need. Best decision I have made and I highly recommend."
"I contacted Cleverly Planned last autumn having been left in a difficult predicament with respect to my retirement planning by another firm. Sophie and Ben have both been extremely professional, knowledgeable and helpful in resolving my situation to very tight timescales and enabling me to retire last September. I would thoroughly recommend Cleverly Planned for financial planning advice, help and ongoing fund management and indeed have done so to several of my friends."
"This past weekend my husband and I celebrated our one year of retirement. The first half of that retirement proved difficult due to advice given about our pensions, however, we moved to Cleverly Planned mid year and the process could not have gone any better. Sophie and Ben are very knowledgeable, have a great process in place and were immediately able to take away any pressure we had previously felt. I cannot praise Cleverly Planned enough. I would certainly recommend them to anyone wishing to discuss pensions and their futures. Thanks to Cleverly Planned, we are now enjoying the benefits of an early retirement."
"We have worked with Sophie twice over the past 3 years - firstly to help devise a long term plan, and secondly to refine this due to some life changes. Sophie's approach is excellent and she took time to understand our life goals, before even starting to look at financials. As a couple, we always shared a goal to sail around the world ... one day! But with Sophie's support this is becoming a reality; we know what we need to do to make it happen, and are able to make those steps with certainty and clarity. Without Sophie's help we really don't think this would have been possible, and we don't think we would be setting out on the first steps quite so soon! We would totally recommend anyone thinking about their life goals, and how these can be enabled, to get in touch with Sophie and her team. It wasn't always easy, and at times Sophie was part marriage guidance counsellor, but it was definitely worthwhile! Thanks Sophie - and don't forget to visit us when we do have that first boat!"
"We met with Sophie for an initial consultation and decided we'd definitely be going ahead with Cleverly Planned for our financial planning. The aspect that really drew us to CP was the life planning element, it made so much sense to focus on what we want from life and how to make money work towards that rather than the other way round. The whole process has been really easy and has provided us with a lot of reassurance regarding our future. Would definitely recommend!"
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