Cleveden Park Wealth

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Cleveden Park Wealth Cleveden Park Wealth are an independent whole of market Glasgow based financial planning company.

Do you know what could be included in your estate for Inheritance Tax?It can be more than just your home.Savings, invest...
19/10/2026

Do you know what could be included in your estate for Inheritance Tax?

It can be more than just your home.

Savings, investments, ISAs, business interests, personal possessions, certain lifetime gifts and, from April 2027, most unused pension funds can all form part of the wider Inheritance Tax picture.

Read the full blog and speak to Cleveden Park Wealth if you would like to review your estate planning position.

www.clevedenparkwealth.co.uk/post/assets-included-estate-inheritance-tax

Your financial priorities change as life moves on.Buying your first home, protecting your income, building investments, ...
16/10/2026

Your financial priorities change as life moves on.

Buying your first home, protecting your income, building investments, planning for retirement and thinking about the legacy you want to leave are all different stages of the same financial journey.

At Cleveden Park Wealth, we provide clear, tailored advice designed to grow and adapt with you over time.

Whatever stage you’re at, speak to our team and take the next step with confidence.

www.clevedenparkwealth.co.uk

Whether you’re looking to build a growing portfolio or create long-term rental income, the right strategy starts with un...
14/10/2026

Whether you’re looking to build a growing portfolio or create long-term rental income, the right strategy starts with understanding what you want to achieve.

At Cleveden Park Wealth, we help property investors define their goals and explore mortgage options that support their wider financial plans.

Speak to our team today and start planning your next property move with confidence.

www.clevedenparkwealth.co.uk

Property investment can be a valuable part of a wider financial strategy, but the right mortgage matters.At Cleveden Par...
12/10/2026

Property investment can be a valuable part of a wider financial strategy, but the right mortgage matters.

At Cleveden Park Wealth, we provide tailored mortgage advice for buy-to-let investors, helping you understand your options and choose a solution that fits your investment goals.

Speak to our team today and take the next step with greater clarity.

www.clevedenparkwealth.co.uk

Whether you’re purchasing your first investment property or growing an existing portfolio, the right mortgage strategy c...
09/10/2026

Whether you’re purchasing your first investment property or growing an existing portfolio, the right mortgage strategy can make a real difference.

At Cleveden Park Wealth, we provide tailored mortgage advice for property investors, helping you understand your borrowing options and find a solution that fits your wider financial plans.

Speak to our mortgage team today and take the next step towards your property investment goals.

www.clevedenparkwealth.co.uk

At Cleveden Park Wealth, we can help you review your pension strategy, understand the allowances available to you and ma...
07/10/2026

At Cleveden Park Wealth, we can help you review your pension strategy, understand the allowances available to you and make informed decisions based on the rules that apply today.

Speak to our team before making changes to your pension plans ahead of the Autumn Budget.

www.clevedenparkwealth.co.uk

When you work for yourself, there may be no employer sick pay or workplace benefits to fall back on if illness or injury...
05/10/2026

When you work for yourself, there may be no employer sick pay or workplace benefits to fall back on if illness or injury stops you from working.

That can leave your mortgage, household bills and other financial commitments relying heavily on the income you generate.

In our latest blog, we look at the types of protection self-employed professionals may want to consider, including income protection, life insurance, critical illness cover and family income benefit, as well as the role of emergency savings.

www.clevedenparkwealth.co.uk/post/financial-protection-for-self-employed

From 6 April 2027, most unused pension funds and pension death benefits will be brought into a person’s estate for Inher...
02/10/2026

From 6 April 2027, most unused pension funds and pension death benefits will be brought into a person’s estate for Inheritance Tax purposes. That means some families could face a larger IHT bill than they would under the current rules.

For people with significant pension wealth, this makes it even more important to look at pensions, estate planning and retirement income as part of one wider financial strategy.

Speak to our team today and make sure your estate plan is ready for the 2027 changes.

www.clevedenparkwealth.co.uk

Every homeowner’s circumstances are different. At Cleveden Park Wealth, we take the time to understand your current mort...
30/09/2026

Every homeowner’s circumstances are different. At Cleveden Park Wealth, we take the time to understand your current mortgage, future plans and wider financial goals before helping you explore your remortgage options.

Our team provides clear, tailored guidance so you can make an informed decision with confidence.

Speak to us today to discuss your remortgage options.

www.clevedenparkwealth.co.uk

At Cleveden Park Wealth, we help make remortgaging clearer and more straightforward.Whether your current deal is ending ...
28/09/2026

At Cleveden Park Wealth, we help make remortgaging clearer and more straightforward.

Whether your current deal is ending or your circumstances have changed, our team can help you explore your options and find a mortgage solution that fits your wider financial goals.

Speak to us today for clear, tailored remortgage advice.

www.clevedenparkwealth.co.uk

Address

9 Fitzroy Place
Glasgow
G37RH

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+441416483228

Website

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