Sophie Marfell


Director & Chartered Financial Planner
Cleverly Planned
22a Victoria Road
Saltaire
Shipley, West Yorkshire BD18 3LQ
UK, England
Phone: 01274592737
Email: sophie@cleverlyplanned.co.uk
Website: https://www.cleverlyplanned.co.uk
Training: Registered Life Planner® more info

Specialties
We specialise in helping those going through a life change, such as retirement, redundancy and divorce. We have high level qualifications and expertise in the specific financial considerations for these events and when this is coupled with our life planning approach we are able to deliver complete peace of mind and financial freedom.

Qualifications
Chartered Financial Planner

Compensation
We are independent fee-based advisers paid only by our clients. We receive no commissions from third parties.

RLP ® Since
2015

Industry Start Date
2011