Cleverly Planned

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!
Aug 28th, 2019

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.
Feb 19th, 2023

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.
Sep 25th, 2020

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.
Aug 11th, 2020

Feb 28th, 2020