Mortgage & protection broker working for you, your family or business.

CFM Financial Planning – your local mortgage and protection broker in Surrey for life insurance, critical illness cover, relevant life cover.

TEL: 07843 009840

CFM Financial Planning Surrey

Mortgage & Protection Broker, Surrey

CFM Financial Planning, Your partner – your future

CFM Financial Planning are based in Surrey serving local towns such as Dorking, Redhill, Guildford and surround areas.

We have many years of experience providing sound impartial advice to business clients, families.

We can provide a wide range of services such as Trust and Estate Planning, Life Assurance, Over 50s Life Cover, Home Insurance all to suit your needs and budget.

By listening to you we look to build long term working relationships by offering you a range of products tailor made to meet your needs and help define your long term financial and lifestyle goals.

As a mortgage and protection broker in Surrey we prefer the old-fashioned face to face approach for us to get to know each other personally and to help you build a better financial future for your business or family.

Get in touch today to find out how our financial planning services can be of benefit to you, your family or business.

Highlighted services

Home Insurance

Your home is more than just a roof over your head

Critical Illness Cover

Protecting you and your family

Wills & Trusts

Peace of mind for your loved ones and family

Medical Insurance

Private medical insurance cover for all the family

Independent Financial Planner Surrey

A range of personal financial options and insurances for your family

A range of personal insurance policies for all the family and any size budget.

Ready to explore your financial future?

We can provide invaluable and impartial advice.

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Financial Conduct Authority approved advisers – not sales people.

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High quality advice for all types of financial planning for your family.

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Tailor made assurances and policies for businesses and companies, no matter the size.

Professional and impartial financial advice for startups, SME’s and large corporate businesses.

Say hello to a range of insurance policies to protect you from the unexpected

Independent Financial Planning Surrey

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Why CFM Financial Planning?

An imppartial mortgage & protection broker in Surrey for families and businesses without the jargon. Just straight talking, honest appraisals and advice for you.

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Let’s talk

Ready to discuss your options? Booking an appointment, without obligation, to discuss your financial plans for the future could not be easier.

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