CP
Cleveden Park Wealth
Asesoramiento financiero experto para hipotecas, pensiones y gestión de patrimonio en Glasgow.
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Business
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Asesoramiento financiero experto para hipotecas, pensiones y gestión de patrimonio en Glasgow.
Cleveden Park Wealth es una destacada firma de asesoría financiera con sede en Glasgow, que ofrece servicios personalizados en hipotecas, pensiones y gestión de patrimonio. El equipo brinda asesoramiento experto para ayudar a los clientes a navegar por decisiones financieras complejas con facilidad, asegurando una experiencia sin estrés. Conocido por su profesionalismo y por su enfoque centrado en el cliente, el equipo construye relaciones a largo plazo a través de asesoramiento transparente y apoyo dedicado.
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Asesoramiento experto para compradores primerizos e inversores inmobiliarios, que incluye solicitudes de hipoteca y explicaciones de elegibilidad.
Apoyo integral para la planificación de la jubilación, transferencias de pensiones y seguridad financiera a largo plazo.
Asesoramiento personalizado para seleccionar las mejores pólizas de seguro de vida adaptadas a sus necesidades específicas.
Asesoramiento profesional y cercano para inversiones, ahorro y estrategia financiera global.
Comunicación continua, respuestas rápidas y asistencia proactiva durante todos los procesos financieros.
Calificación general
Jonathan Girvan
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
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
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
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
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.
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