Clever Insights.
Context is Key.
Bright ideas for Smart Investors.
Clever. is a pioneer in the development of tech-driven and transformative investment solutions for UK Financial Planners and their clients.
Colum Wilde, Founder & CEO
Founded by a fellow practitioner in 2007, Clever. is built on almost 40 years of experience and a desire to do the very best for your clients.
CFP Chartered FCSI (Chartered Wealth Manager)
Robust & Repeatable.
Clear & Rational.
Data-Driven.
Bias-Free.
Powered by the
CleverEngine.
We provide Financial Planners with investment solutions that are:
An Unrivalled Approach.
Consistent Outcomes.
"Peace of mind".
"Confidence".
Powered by the
CleverEngine.
We provide your clients with:
Take a look at our client (and compliance) friendly video...
Want to find out more?
" If you only give your clients what they ask for, someone else will give them what they could only dream of "
Lord Saatchi
Saatchi & Saatchi
Our journey so far...
1998
Our founder & CEO, Colum Wilde, began to build the first iteration of the CleverEngine.
2007
Colum began using the CleverEngine. within his own adviser practice.
2009
Colum launched the CleverEngine. within his own adviser practice.
A few words from some of our partner firms.
Richard Goodall MBA
CEO, Marlborough Group
“We’ve been working closely with Clever over the past three years and we’ve been highly impressed by the quality of their team, their technology and the culture of the business.
Like us, they have a strong growth mindset based on delivering first-class outcomes for clients, they have a ‘can-do’ philosophy and they’re a great team to work with.
We’ve invested to share in the success of a high-calibre business with what we believe is a very bright future and we’re looking forward to continuing to work in partnership with them for the long term."
Andrew Heywood APFS (DM)
Managing Director, JFP Financial Services
“We’ve been working closely with Clever over the past three years and we’ve been highly impressed by the quality of their team, their technology and the culture of the business.
Like us, they have a strong growth mindset based on delivering first-class outcomes for clients, they have a ‘can-do’ philosophy and they’re a great team to work with.
We’ve invested to share in the success of a high-calibre business with what we believe is a very bright future and we’re looking forward to continuing to work in partnership with them for the long term."
Kate Whitby-Samways Dip CII, DipPFS
Managing Director, RPUK
“We’ve been working closely with Clever over the past three years and we’ve been highly impressed by the quality of their team, their technology and the culture of the business.
Like us, they have a strong growth mindset based on delivering first-class outcomes for clients, they have a ‘can-do’ philosophy and they’re a great team to work with.
We’ve invested to share in the success of a high-calibre business with what we believe is a very bright future and we’re looking forward to continuing to work in partnership with them for the long term."
Meet the Clever team.