top of page

Our Fees

At Cleveden Park Wealth, our approach to fees is refreshingly different. We've intentionally designed our fee model to provide our clients with exceptional value, aligning costs with the time spent and complexity of advice

What sets us apart?

Our Transparent and Client-Centric Fee Structure

Competitive Adviser Fees

​

Our extensive experience, streamlined internal systems, efficient processes, and scale allow us to offer highly competitive advice fees and setup costs. Unlike many firms, our fee structure isn't one-size-fits-all; it's tailored to the specific needs of our clients.

Transparency and Value

 

We invite you to compare our fee rates with those of your current adviser or other firms. We take pride in our transparency and believe in offering our clients outstanding value for our services.

Lower Fees for Ongoing Clients

 

Once you become a CPW client, any future work is done at a lower fee rate than for new clients. This is based on your enrollment in our service plan, ensuring that your finances are continuously monitored and managed.

No Mortgage Fees

 

In most cases, CPW doesn't charge fees for mortgage work. The procuration fees we receive from lenders are typically sufficient. We're different from most adviser firms in this regard.

Initial Consultations at No Cost

 

Our first meeting and consultation sessions come with no fees. Only when we agree on a plan of implementation will we charge a fee for our work.

Ongoing Service Value

 

Research shows that regular advice from a professional adviser can provide significant benefits, including reduced product costs, lower mortgage rates, and higher investment returns. Our approach to ongoing fees for investment and pension management is tailored to the individual needs of our clients. We follow a client segmentation model, ensuring that the appropriate service is aligned with each client's actual requirements.

Client Segmentation Model Infographic

Client Segmentation Model

 

Our segmentation model distinguishes between Core clients (low-touch), Prosper clients (medium/high-touch), and Wealth clients (high-touch with potential cost discounts based on asset values). We believe in offering solutions that suit the unique situations of our clients.

Varied Ongoing Fees

​

We recognize that one size doesn't fit all. Our ongoing fees are commonly as low as 0.5% for simpler areas of advice and never exceed 1% even for highly complex areas. This flexibility is a testament to our commitment to putting our clients first.

Comprehensive Service, Competitive Rates:

 

In summary, we provide a comprehensive service at market-leading rates. Our years of experience, efficient internal systems, and dedicated team enable us to focus on building long-term client relationships rather than relying on high-cost transactional business.

Platform

Proud of Our Approach

​

We take pride in our unique approach to fees at Cleveden Park Wealth. We're committed to offering transparency, exceptional value, and tailored solutions to meet your financial needs and goals.

At Cleveden Park Wealth, we're proud to offer a comprehensive suite of financial services, all delivered with a client-centric approach. Our experienced team is committed to helping you make informed financial decisions and achieve your life goals.

Explore our individual service pages to learn more about how we can assist you on your financial journey.

CPW white logo

Your Financial Journey Starts Here

bottom of page