Our team consists of seasoned financial experts who bring a wealth of knowledge and a passion for helping our clients achieve their financial goals. With decades of combined experience, we have guided families and businesses across the United Kingdom on their financial journeys, and we're excited to do the same for you.
Each member of our team is driven by a shared mission: to provide you with the highest level of service, tailored financial strategies, and unwavering support. We understand that your financial well-being is paramount, and our team is committed to helping you make informed decisions that lead to financial success.
Discover more about our dedicated team members, their expertise, and their commitment to your financial prosperity. We invite you to explore their profiles and get to know the faces behind Cleveden Park Wealth.
Your financial journey starts here, with a team you can trust.
Managing Director & Independent Financial Adviser
Head of Operations & Compliance
Head of Client Services
Senior Financial Planner
Independent Financial Adviser
Independent Mortgage Adviser
Independent Financial Adviser
Independent Financial Adviser
Protection Specialist
Independent Mortgage & Protection Adviser
Independent Mortgage & Protection Adviser
Office Manager & Paraplanner
Senior Mortgage Administrator
Paraplanner
Mortgage & Protection Administrator
Administrator
"Mark, Shirley and the team offer a wealth of experience and knowledge. They sorted my husbands private pension out including my own and are always on tap for some friendly advice whether it’s regarding pension, mortgage, tax or general insurance plans. Couldn’t rate them highly enough. Thanks guys"
Tricia Little
