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Bobby Barclay - Cleveden Park Wealth profile image
B

Bobby Barclay - Cleveden Park Wealth

‘21 Certificate of Excellence

At Cleveden Park Wealth. We offer Independent Financial advice for clients across Glasgow and the whole of the UK. We offer advice on Mortgages, Life Assurance, Pensions, Estate Planning, Investments and Corporate advice. When we start working with a client we become a trusted partner and normally help them with a wider range of services than they initially contacted us for. We believe in building long term relationships and helping clients with additional services as and when they require them is very much part of that process Arranging a mortgage is one of the most important financial transactions you will ever undertake. So we will offer a bespoke service dedicated to your own needs and requirements. Our mortgage advisers know the market. We use modern technology, allied to their years of know-how, in order to obtain the best available mortgages for our clients. Whether you require a domestic mortgage or re-mortgage, are a first time buyer or are moving home, our advisers will be happy to talk through your options. Aiming to give you a journey that is stress free and simple to fit around your busy lives. All our financial advisers obtain an annual Statement of Professional Standing. This confirms that they are suitably qualified, that they subscribe to a code of ethics and that they have kept their knowledge up-to-date through continuing professional development and able to deliver the highest of standards. Initial consultations are free of charge. Where you ask us to arrange financial business on your behalf, You will pay for our services by a fee, which will be agreed before the advice is given. bobby @cpwifa.co.uk YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE

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Hear from
a professional

What do you love most about your job?

There is nothing I love more than helping people achieve their dreams of home ownership by guiding them through the whole home buying process and assisting them in obtaining the most suitable mortgage deal to their circumstances.

I also love moments when I have helped restructure client's current mortgage products to either take years off their current mortgage and save them thousands of pounds in interest payments or by reducing their monthly outgoings enough to allow them to take financial pressures off and allow them to live a better quality of life.

What inspired you to start your own business?

My Dad, who was a financial adviser for over 30 years

Following the passing of my mother, my dad reached out to me to assist him with his work while we were both going through a really difficult time and I was also wanting a change of career at the time.

I ended up really becoming engrossed with the industry and paid myself through the necessary exams to be able to personally provide advice to people who required it.

Why should our clients choose you?

We are independent advisers meaning we will work for you and research the full mortgage market to ensure you get the best deal to suit your individual circumstances, not the best deal for any bank.

We conduct ourselves with honesty and integrity throughout the whole process and won't just leave you with a mortgage that you still don't understand even once everything has completed.

We will always be available to answer any questions that you may have (there are no silly questions). We will also provide advice on a suitable, bespoke, protection solution to ensure that you or your family are covered financially for unfortunate events such as; suffering an untimely death, illness and long term injury.

We will also keep in touch over the years and ensure that your mortgage/insurance products remain the best option for you.

Can you provide your services online or remotely? If so, please add details.

Yes, all of our services can be completed over the phone and through electronic communication at this time whilst I am still working from home.

However, once restrictions are lifted I would be happy to meet clients at their homes or within our Glasgow based office at a time that best suits them.

What changes have you made to keep your customers safe from Covid-19?

We can conduct and complete all the necessary interviews, disclosures and applications via phone call, email, text and any other means available to ensure that our clients remain safe during the pandemic.

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Reviews

4.90/5.00

based on 481 reviews

The average rating for Bark Mortgage Advisors in Glasgow is 4.90, based on 481 reviews.

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