Cleverly Planned LTD
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- 22A Victoria Road, Saltaire, Shipley, West Yorkshire, BD18 3LQ
Cleverly Planned Ltd, regulated by the FCA under number 842889, is a highly respected financial planning firm situated on Victoria Road, in the picturesque region of Shipley, West Yorkshire. Specialising in providing expert advice on life investments, pensions retirement planning, and final salary pension transfers, they have built a reputation for being approachable and trustworthy. Known for their client-centric approach, Cleverly Planned caters to individuals in the surrounding areas, ensuring tailored strategies that align with their financial goals. Clients rest assured knowing they're in capable hands, as this company utilises its industry knowledge and regional expertise to help them make informed decisions about their futures.
Their team includes one financial adviser. Check FCA registration here.
Cleverly Planned LTD are approved by the FCA to give advice on:
Directions to Cleverly Planned LTD from the Motorway
- Departing from the M62, take the A672 exit situated at junction 22 towards Saddleworth.
- Next, turn right onto Rockingstone Moss Interchange/A672.
- Proceed to turn right in order to merge onto the M62, following the directions for Huddersfield/Leeds.
- Take the M606 exit in the direction of A58.
- Continue along the M606.
- Upon reaching junction 3, take the A6177 exit leading towards Ring Road (West).
- At the Staithgate Roundabout, opt for the third exit onto Rooley Lane/A6177 and continue to follow A6177.
- Make a slight right manoeuvre in the direction of Manchester Road/A641.
- Ensure you keep right to continue towards Manchester Road/A641.
- Make another slight right turn onto Manchester Road/A641.
- Continue straight in order to stay on Manchester Road/A641.
- Proceed onto Prince's Way/A6181, ensuring to follow A6181.
- Turn left onto Sunbridge Road/A6181.
- Then turn right onto Barry Street/A6181, continuing to follow A6181.
- Make a right turn onto Drewton Road/A6181.
- Turn left onto Manningham Lane/A650.
- Turn right onto Victoria Road.
- Finally, make a left turn onto Saltaire Road/A657. The destination will be situated on your right.
List of advisers under Cleverly Planned LTD:
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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.
Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.