About Cleverly Planned Ltd

Retirement, redundancy and divorce specialists. We can work with you remotely to help you navigate life changes with confidence and peace of mind. No salesy free offers, just quality advice from a Chartered Financial Planner.
From day one, Cleverly Planned was set up to be securely operational from anywhere at any time, so there will be absolutely no reduction in service whilst we are unable to attend our office or see you in person. Our service can be best described in the words of our clients:"My husband and I were one of Cleverly Planned’s first clients. The wonderful Sophie Marfell looked after us and opened up options for us that we had never considered. The result is that we have both been early retired for nearly four years now, and each year at our review the money is at the level it needs to be, even in these difficult times. A totally safe pair of hands and people who understand it’s not just about figures - it’s about something very important - your life ahead and the things you want to do. Totally un- pressured approach, ethical, intelligent and realistic - I wouldn’t go with anyone else."Our work together makes the difference between thinking you’ll probably be OK and knowing it for certain.
Pensions & retirement: