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Mortgage and Insurance Brokers in Surrey

Cheam Financial Planning is a firm of mortgage and insurance brokers based in Sutton in Surrey

At Cheam Financial Planning, we pride ourselves in providing first class mortgage and insurance advice tailored to the needs of every individual and small business client.

Our aim is to simplify the complex issues our clients might face so that they can confidently make the right financial decisions at the key stages in life. Ultimately, we aim to give our clients the confidence to maximise resources, minimise liability and protect against risk.

We provide a trusted and professional financial consultation and recommendation service on the following areas:

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.

  • Life Assurance

    The main purpose of Life Assurance is to provide money for those people who may depend on you financially, in the event that ...

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  • Mortgages

    Mortgages can be a complicated area. That is why we offer an advice-driven service to look after the whole process for you.

    Read More
  • Business Protection

    All businesses are exposed to risks in their day-to-day operations. Without insurance cover to provide protection against some of...

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Our Areas of Expertise

Business Protection
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business-protection-from-cheam
Securing your business in the event of a death or critical illness of business partner can cause serious problems with the future of your company. If one of the owners becomes critically ill or dies
Equity Release
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introduction-to-equity-release
There is a range of equity release schemes available on the market offered by reputable equity release providers, and they fall into two main categories, Lifetime Mortgages and Home Reversion Plans.
Health Insurance
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introduction-to-health-insurance
Health Insurance is probably one of the most important types of insurance you can own. Without it, an illness or accident can have serious financial implications for you and your family.
Life Assurance
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introduction-to-life-assurance
The main purpose of Life Assurance is to provide money for those people who may depend on you financially, in the event that something should happen to you.
Mortgages
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mortgages-from-cheam
Mortgages can be a complicated area. That is why we offer an advice-driven service to look after the whole process for you. With our expertise we can find you the most appropriate and competitive mortgage,