Our Services

We offer a full range of financial and protection services. See below for some of our most popular.

1

WHO WE ARE

At Clever Financial Services, we are committed to providing you with solutions for all...

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2

MORTGAGES

Mortgages are loans which are intended to help buyers purchase residential property...

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3

PROTECTION

There are events we can all face that have the potential to completely transform our lives...

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4

Wealth Management

Wealth, just like your health, must be carefully preserved...

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Welcome to Clever Financial Services

Friendly and hassle-free financial advice

We work with our clients to make smart financial decisions, helping set them up for the future they always imagined.

Great financial futures don't happen by chance or accident. They are the product of detailed proposals and considered decisions.

At Clever Financial Services, we can provide you with a host of financial services, including mortgages, protection, wealth management, pensions, savings and investment advice. Whether you want to maintain, create or grow your wealth, the key is to have a plan. 

You are about to make one of life's most important financial decisions. Therefore we will ensure you have all the facts at your fingertips so you can make fully informed choices. And we can ensure you have the right insurance and protection to cover you and your home.

When you are a client of Clever Financial Services, you can expect more than just sound advice born of years of experience and knowledge of the financial planning and mortgage industry. We will form a partnership with you, providing you and your family with a source of trusted advice tailored to your needs. Our team is passionate about financial services and we work long hours to achieve the best possible results for our clients in a timely manner. We believe ‘time is money’.

We build strong long term relationships with our clients who are happy to refer their friends and family to our services.

Ultimately, our success is based on your success, and our young and dynamic team look forward to helping you build and live your dreams.

HOW WE WORK

Here's how we formulate
the plan towards Your Goals

Many people have goals and dreams, but a goal without a plan
is just a wish... an achievable goal is a dream with a deadline.

Our Plan
For You

ABOUT YOU

We meet together to discuss your personal circumstances and your current financial situation.

YOUR GOALS & AMBITIONS

Next we discuss your objectives and your aspirations, as well as any concerns that may arise.

ANALYSIS

We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.

HOW TO GET THERE

So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.

IMPLEMENTATION

It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.

REVIEW THE PLAN & PROGRESS UPDATES

If required, review dates will be agreed and can take place annually or more regularly if required or requested.

ABOUT YOU

We meet together to discuss your personal circumstances and your current financial situation.

YOUR GOALS & AMBITIONS

Next we discuss your objectives and your aspirations, as well as any concerns that may arise.

ANALYSIS

We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.

HOW TO GET THERE

So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.

IMPLEMENTATION

It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.

REVIEW THE PLAN & PROGRESS UPDATES

If required, review dates will be agreed and can take place annually or more regularly if required or requested.

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What They Say
About Us

  • Very proffesional service and have obtained a really good rate for my 1st home mortgage. Worth noting that I am a compoany owner and they have managed to use company retained earnings to prove my affordability and not my salary which would makje things a lot worse for most company owners

    Stefan H

  • Bhavik and his team were brilliant! They helped understand our requirements and we're able to work with multiple.lenders to get us the best deal. They were prompt in their response. I had got references from my friends on mortgage advisors They had used but I'm glad we went with Clever Financial Services as the speed at which they completed the end to end process was unheard-of. Important thing to note is that our deal happened in a time where there was massive market volatility and not only rates were changing but lenders were pulling out offers.
    Clever Financial Services work with a number of lenders so you they ate always able to find a good deal . I would highly recommend Bhavik and his team to anyone looking for a honest mortgage advisor.
    Thank you,
     

    Bineet M

  • Bhavik and Megan were amazing in arranging our mortgage, they were always available to answer questions and managed to find us an amazing product. Really friendly service would highly recommend! We will definitely work with them again when we remortgage! 5 stars!

    Sarah N

  • Clever Financial Services helped me to get my first home. I would never be able to thank them enough. They are very well prepared and help you through the entire process not only professionally but humanly as well. Megan is an angel and always there to answer to every questions and assure you throughout the process. I will absolutely recommend them as you will not get disappointed.

    Thank you so very much guys, for everything. God bless!

    Elira X

  • I had a great experience working with Clever Financial Services as my mortgage broker. They were knowledgeable, professional, and responsive throughout the entire process. They helped me find the best mortgage options for my needs and walked me through every step of the application process. I appreciated their honesty and transparency, and I felt like they had my best interests at heart. I would definitely recommend Clever Financial Services to anyone looking for a trustworthy and reliable mortgage broker.

    Krunal P

Stock data

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FTSE 100 8301.62 21.259766 arrow 0.25674927 arrow
FTSE ALL-SHARE 4538.41 9.77002 arrow 0.21573849 arrow
FTSE MID 250 20973.45 -0.49023438 arrow -0.00233735 arrow
FTSE 350 4582.32 10.149902 arrow 0.22199312 arrow

We are proud to be members of

where we are

No. 1
87 Kenton Road
Harrow HA3 OAH

0203 953 5000

info@cleverfs.co.uk

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