Cheam Financial Planning

At Cheam Financial Planning, we pride ourselves on providing expert mortgage and protection advice to individuals and small businesses. Our team of experienced brokers works closely with our clients to understand their unique needs and goals, providing personalized guidance and support every step of the way.

Our Services

As a mortgage and protection broker, we specialise in helping private clients and small businesses navigate the complex world of mortgages, equity release, life insurance, and business protection. Our team has extensive knowledge of the market and is dedicated to finding the most suitable solutions for our clients' circumstances.

• Mortgage Advice: Whether you're looking to buy a home, remortgage, or invest in a buy-to-let property, we provide expert guidance and research to find the best mortgage deal for your needs.
• Equity Release: As an over-55, if you're considering releasing equity from your property, we will assess your circumstances and work with you to create a personalized plan that meets your requirements.
• Life Insurance: If you need coverage for your mortgage or want to protect your family in the event of death or a serious illness, we can research the market to find the most suitable and cost-effective solution.
• Business Protection: We provide guidance and advice on Partnership/Shareholder Protection and Keyperson Insurance to safeguard your business and ensure its continuity.

Expertise

Our expertise lies in taking the time to understand each client's unique circumstances and goals. We believe that effective financial planning is about creating a personalized strategy that aligns with the individual's values and aspirations. Whether you're looking to achieve a specific financial goal or simply ensure the security of your loved ones, we are dedicated to providing the highest level of service and advice.

Testimonials

Our clients have spoken highly of our professional service and expert advice. Here's what a few of them have said:

".Definitely recommend Cheam Financial Planning, especially Mark, very quick service. Would be going back for future business." - Sema (2021)

".Absolute quality service from start to finish, Mark dealt with everything we threw at him in a really clear and concise manner.would have no hesitation whatsoever in recommending Mark." - Shaun Daly (2021)

".Brilliant and professional service. I bombarded them with questions and they remained gracious and gave me great advice. This is the only mortgage adviser I will use from now on." - Faith E (2020)