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, On-site services, Wheelchair-accessible car park, Wheelchair-accessible toilet, Gender-neutral toilets, Toilet, LGBTQ+ friendly, Transgender safe space, Appointment required, Appointments recommended.
Opinions: This company has 6 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Cleverly Planned

Cleverly Planned 22a Victoria Rd, Saltaire, Shipley BD18 3LQ, United Kingdom

☎️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: Una Empresa de Asesoramiento Financiero y Coaching de Vida

Ubicada en Saltaire, Shipley, en el Reino Unido, Cleverly Planned es una empresa que ofrece asesoramiento financiero y coaching de vida a individuos y familias. Con su dirección en 22a Victoria Rd, Saltaire, Shipley BD18 3LQ, United Kingdom, esta empresa se ha convertido en un lugar de referencia para aquellos que buscan orientación en sus decisiones financieras y personales.

Con un teléfono fijo de 1274592737, Cleverly Planned está disponible para atender a sus clientes de manera eficiente y efectiva. La empresa también cuenta con una página web en cleverlyplanned.co.uk, donde se puede obtener más información sobre sus servicios y cómo puede contactar con la empresa.

Las especialidades de Cleverly Planned incluyen asesoramiento financiero y coaching de vida, lo que la convierte en un lugar ideal para aquellos que buscan mejorar su situación financiera y su bienestar personal.

Además, esta empresa se identifica como una empresa mujeres propietarias, lo que la convierte en un lugar de apoyo y empoderamiento para las mujeres. La empresa también ofrece citas en línea y servicios en sitio, lo que la hace accesible para una amplia gama de clientes. Además, la empresa cuenta con un estacionamiento de vehículos con acceso para personas con discapacidad y un baño accesible, lo que la hace accesible para todos los clientes.

Según las opiniones de los clientes, Cleverly Planned ha recibido una calificación promedio de 5/5 en Google My Business, lo que indica una alta satisfacción de los clientes. Con una gran variedad de servicios y una ubicación conveniente, Cleverly Planned es una excelente opción para aquellos que buscan asesoramiento financiero y coaching de vida.

Características de Cleverly Planned

Asesoramiento financiero y coaching de vida
Empresa mujeres propietarias
Citas en línea y servicios en sitio
Estacionamiento de vehículos con acceso para personas con discapacidad
Baño accesible
Identificado como una empresa transgénero amable

Información de Interés

Ubicación: 22a Victoria Rd, Saltaire, Shipley BD18 3LQ, United Kingdom

Teléfono: 1274592737

Página web: cleverlyplanned.co.uk

Opiniones

Esta empresa tiene 6 opiniones en Google My Business.

Media de opinión: 5/5.

Palabras clave principales

Asesoramiento financiero, coaching de vida, empresa mujeres propietarias, servicios en línea, servicios en sitio, transgénero amable, ubicación conveniente, calidad de servicio, bienestar personal

👍 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