Cleveden Park Wealth

Name: Cleveden Park Wealth
Address: 9 Fitzroy Place, Glasgow, Scotland, G3 7RH, GB
Telephone: 0141 648 3228
Price range: $$
Rating: 5

Expert financial guidance for mortgages, pensions, and wealth management in Glasgow.

5(5 reviews)

financial-advising

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About

Cleveden Park Wealth is a premier financial advisory firm based in Glasgow, offering personalized services in mortgages, pensions, and wealth management. The team provides expert guidance to help clients navigate complex financial decisions with ease, ensuring a stress-free experience. Known for their professionalism and client-focused approach, they build long-term relationships through transparent advice and dedicated support.

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Location

9 Fitzroy Pl, Finnieston, Glasgow G3 7RH, UK

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Information

9 Fitzroy Place

Glasgow, Scotland, G3 7RH

0141 648 3228 www.clevedenparkwealth.co.uk/

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Services

Mortgage Advisory

Expert guidance for first-time buyers and property investors, including mortgage applications and entitlement explanations.

Pension Planning

Comprehensive support for retirement planning, pension transfers, and long-term financial security.

Life Insurance Solutions

Personalized advice to select the best life insurance policies tailored to your specific needs.

Financial Consultation

Professional, approachable advice for investments, savings, and overall financial strategy.

Client Support Services

Ongoing communication, prompt responses, and proactive assistance throughout all financial processes.

5.00 · 5 reviews

Overall rating

Jonathan Girvan

via Google

· 1 year ago

Iain was an excellent mortgage adviser. We highly recommend him. He guided us through the process of applying for a mortgage and clearly explained what we were entitled to. He made the process of purchasing our house effortless and stress free. He also helped us pick out the best life insurance policy for our needs.

Amy McPherson

via Google

· 1 year ago

Bobby has been invaluable as our mortgage advisor! As first time buyers, he made our first property purchase stress & pressure free. We would highly recommend Bobby to anyone looking for a direct, professional and approachable mortgage broker who puts his clients first.

John Cameron

via Google

· 1 year ago

I have been receiving lots of help and advice from Andrew since my retirement helping me plan my future. During a difficult transfer from my works pension to one more suitable to my needs many difficulties were put in front of me by my employers pension providers. Without Andrews help I don't think I could have got through the process. I am now content my money is working for me and I am more at ease regarding looking forward to the years ahead,this is definitely been very much down to Andrew being there for me when things were at there lowest point. My genuine thanks go to Andrew and I look forward to regular contact and support in my dealings with Cleveden Park Wealth. John Cameron

Anthony smith

via Google

· 2 years ago

Andrew and cleven team are phenomenal, they just completed two mortgages for me in last two weeks, at every stage they were very proactive and showed complete due diligence the team have been extremely helpful and went above beyond what was required. As such I've just asked him to do another mortgage for me and would thoroughly recommend him and his without hesitation.

Leah MacRae

via Google

· 2 years ago

First class financial advice & support. Initial contact made with Mark & Scott who were super helpful. I then dealt mainly with Ryan who was professional & knowledgable but also very personable, sensitive and had great patience when explaining anything I didn’t understand. The communication with him was brilliant. I could always get hold of him. He always answered my calls/emails promptly which is so important when dealing with finances and time sensitive contracts. I genuinely felt safe with Ryan and the team acting on my behalf and trusted the advice they gave me. I now have a product that I’m really happy with and their help was crucial to obtain it. I would highly recommend this company and will absolutely be returning to them in future for financial advice.

Paterson Financial Planning Ltd is a premier financial advisory firm located in Glasgow, offering comprehensive services for both personal and business financial needs. With a team of knowledgeable professionals led by Damien, the firm provides exceptional advice on insurance policies, pensions, and overall financial planning. Known for their high levels of professionalism, attention to detail, and trustworthy service, they cater to clients seeking reliable and honest guidance to achieve their financial goals.

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