Cleverly Planned - Shipley

Address: 22a Victoria Rd, Saltaire, Shipley BD18 3LQ, United Kingdom.
Phone: 1274592737.
Website: cleverlyplanned.co.uk.
Specialties: Financial consultant, Life coach.
Other points of interest: Identifies as women-owned, Online appointments, Onsite services, Wheelchair accessible parking lot, Wheelchair accessible restroom, Gender-neutral restroom, Restroom, LGBTQ+ friendly, Transgender safespace, Appointment required.
Opinions: This company has 6 reviews on Google My Business.
Average opinion: 5/5.

Location of Cleverly Planned

1274592737

Cleverly Planned is a financial consulting and life coaching company located at Address: 22a Victoria Rd, Saltaire, Shipley BD18 3LQ, United Kingdom. You can easily make an appointment by calling Phone: 1274592737 or through their website cleverlyplanned.co.uk.

As a women-owned business, Cleverly Planned specializes in Financial consultant and Life coach services. They offer on-site services and are committed to providing a welcoming environment for all, including online appointments, a wheelchair accessible parking lot, wheelchair accessible restroom, gender-neutral restroom, and being LGBTQ+ friendly and a Transgender safespace.

Cleverly Planned has received numerous positive reviews, with a average opinion: 5/5 from 6 reviews on Google My Business. Here's what some of their clients have to say:

Excellent service and support, couldn't ask for more.

Really helped me get my finances in order and plan for the future.

A welcoming and inclusive environment, I couldn't recommend them enough.

If you're looking for financial consulting or life coaching services, Cleverly Planned is the perfect choice. With their commitment to inclusivity, accessibility, and excellence, you'll receive the support and guidance you need to succeed.

Don't hesitate to contact Cleverly Planned today through their website or by phone to schedule an appointment. Take the first step towards a brighter future with Cleverly Planned.

Reviews of Cleverly Planned

Tina Chambers

5/5

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.

Chloe Matthbury

5/5

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!

Sarah Mundy

5/5

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.

Clare Wootton

5/5

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.

ChrisandJen Lawrence

5/5

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!

Jamie Cross

5/5