Cheam Financial Planning

At Cheam Financial Planning, we are a team of experienced mortgage and protection brokers dedicated to providing comprehensive financial solutions to our clients. Our team of experts has extensive knowledge and expertise in the field, and we take pride in delivering personalized service to each and every client.

Our Services

We specialize in mortgage advice, business protection, equity release, and life insurance. Our goal is to provide objective advice tailored to each client's specific needs and circumstances. We believe in taking the time to understand our clients' goals, aspirations, and concerns, and then working with them to create a tailored plan that meets their unique requirements.

Mortgage Advice

Whether you are looking to buy a home, remortgage, or consider a buy-to-let option, we spend time researching the marketplace and sourcing the most suitable mortgage based on your individual circumstances. Our team of experts will guide you through the entire process, ensuring that you are well-informed and confident in your decision.

Business Protection

As a business owner, you understand the importance of protecting your business and its assets. We provide guidance and advice on partnership/shareholder protection and key person insurance, helping you to mitigate risk and ensure the continued success of your business.

Equity Release

If you are typically aged 55 or over and considering equity release, we will assess your circumstances and work with you to create a plan that suits your requirements. Our team of experts will explain the features and risks of equity release, ensuring that you make an informed decision.

Life Insurance

If you need cover for your mortgage or would like 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. Our team of experts will work with you to understand your needs and provide personalized advice and guidance.

Our Approach

At Cheam Financial Planning, we appreciate the privilege of sitting alongside our clients as a trusted mortgage and insurance broker. We understand that the key financial decisions made now will have an impact in the future. That's why we take the time to get to know our clients, understand their goals and aspirations, and provide tailored advice and guidance to help them achieve their objectives.