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

⏰ Open Hours of Cleverly Planned

Monday: 9:30 AM–5 PM
Tuesday: 9:30 AM–5 PM
Wednesday: 9:30 AM–5 PM
Thursday: 9:30 AM–5 PM
Friday: 9:30 AM–4 PM
Saturday: Closed
Sunday: Closed

Cleverly Planned is a highly respected and well-established financial consulting and life coaching firm located at 22a Victoria Rd, Saltaire, Shipley BD18 3LQ, United Kingdom. The company has been providing exceptional services to its clients for several years and has earned a stellar reputation for its expertise and dedication to helping individuals achieve their financial and personal goals.

The company specializes in financial consulting and life coaching, offering a wide range of services to cater to the diverse needs of its clientele. Their team of experienced and skilled professionals work closely with clients to develop customized strategies and solutions that align with their unique financial situations and life aspirations.

In addition to their physical location, Cleverly Planned offers online appointments, making it convenient for clients to schedule consultations and receive expert advice from the comfort of their own homes. The company is committed to creating a welcoming and inclusive environment for all clients, and is proud to be identified as a women-owned business. They also provide onsite services and ensure that their facilities are accessible to individuals with disabilities, featuring wheelchair accessible parking and restrooms, as well as a gender-neutral restroom.

Cleverly Planned is well-regarded within the community, with a perfect 5/5 average rating based on 6 reviews on Google My Business. Clients consistently praise the company for its professionalism, expertise, and the personalized attention they receive from the team.

For those seeking a reliable and experienced financial consultant or life coach, Cleverly Planned is an excellent choice. Their commitment to client satisfaction, coupled with their range of specialized services and accessible facilities, sets them apart from other firms in the industry.

To learn more about Cleverly Planned and their services, or to schedule a consultation, visit their website at cleverlyplanned.co.uk or contact them directly at 1274592737. Don't miss this opportunity to take control of your financial and personal life with the help of Cleverly Planned.

Key features of Cleverly Planned:

Specializes in financial consulting and life coaching
Offers both online and onsite services
Wheelchair accessible parking and restrooms
Gender-neutral restroom available
LGBTQ+ and transgender safe space
Appointment required

Other points of interest:

Women-owned business
Online appointments available
Wheelchair accessible parking lot
Wheelchair accessible restroom
Gender-neutral restroom
LGBTQ+ friendly
Transgender safe space
Appointment required

Opinions:

This company has 6 reviews on Google My Business with an average rating of 5/5.

👍 Reviews of Cleverly Planned

Tina C.

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 M.

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!

Clare W.

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.

Sarah M.

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.

ChrisandJen L.

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 C.

5/5