About Us

Cheam Financial Planning is a firm of mortgage and insurance brokers that specialises in the management of private clients and small businesses. We help our clients navigate complex financial issues from personal insurance and life assurance to mortgages and equity release, and our business has evolved primarily through client recommendations. 

Based in Surrey, we provide objective advice with a view to providing our clients with the confidence to stop doing the things they dislike and start doing the things they like.

Team of Professionals

We appreciate the privilege of sitting alongside our clients as a trusted mortgage and insurance broker. We understand that the key financial decisions that are made now will have an impact in the future. With more than 20 years of experience, our services are as follows: 

  • Business Protection
  • Equity Release
  • Health Insurance
  • Life Assurance
  • Mortgages 
  • Insurance

A MORTGAGE IS A LOAN SECURED AGAINST YOUR HOME. YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE OR ANY OTHER DEBT SECURED ON IT.

EQUITY RELEASE MAY REQUIRE A LIFETIME MORTGAGE OR HOME REVERSION PLAN. TO UNDERSTAND THE FEATURES AND RISKS, ASK FOR A PERSONALISED ILLUSTRATION.