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, located at 22a Victoria Rd, Saltaire, Shipley BD18 3LQ, United Kingdom, is a highly regarded financial consulting and life coaching firm that has been making a significant impact in the lives of its clients. With a phone number of 1274592737 and a website at cleverlyplanned.co.uk, the company offers a range of specialized services.

Specialties and Expertise

Financial Consultant: Cleverly Planned provides expert guidance on personal finance, investments, and wealth management to help clients achieve their financial goals. Their experienced consultants work closely with clients to develop tailored strategies that cater to their unique needs and circumstances.

Life Coach: In addition to financial consulting, the company offers life coaching services. Their life coaches assist clients in achieving personal growth, setting and reaching goals, and improving overall well-being. By focusing on self-improvement and life balance, Cleverly Planned aims to help clients lead more fulfilling lives.

Other Points of Interest

Women-owned: Cleverly Planned is proud to be a women-owned business, demonstrating a commitment to empowering and supporting women in the professional world.
Online and Onsite Services: Clients can choose between online appointments or onsite services at the company's location in Saltaire.
Accessibility: The facility offers wheelchair accessible parking lot, wheelchair accessible restroom, and a gender-neutral restroom, ensuring that all clients can access and utilize their services comfortably.
LGBTQ+ and Transgender Safe Space: Cleverly Planned is known for its inclusive and welcoming environment, catering to the diverse needs of the LGBTQ+ and transgender communities.
Appointment Required: It is essential to schedule an appointment before visiting Cleverly Planned to ensure a smooth and efficient experience.

Opinions and Reviews

This company has received 6 reviews on Google My Business, with an impressive average rating of 5/5. Clients consistently praise Cleverly Planned for its exceptional service, personalized approach, and transformative impact on their lives.

Final Recommendation

For those seeking expert guidance in personal finance and life coaching, Cleverly Planned is an excellent choice. With a strong track record of success and a commitment to client satisfaction, this women-owned business is well-equipped to help individuals navigate the complexities of their financial and personal lives. We highly recommend visiting their website cleverlyplanned.co.uk to learn more about their services and schedule an appointment today.

👍 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