Clare Cheeseman

Mortgage & Financial Planner

CeMAP - Certificate in Mortgage Advice & Practice

DipFA - Diploma for Financial Advisers

BSc - A Bachelor of Science in Business

CONTACT CLARE

Unit 1, Fulcrum 2, Solent Way, Whiteley, Fareham, PO15 7FN

01489 585 581

[email protected]

      
 5.0
 5.0
 Top Rated Service 
   Verified by Trustindex  Trustindex verified badge is the Universal Symbol of Trust. Only the greatest companies can get the verified badge who has a review score above 4.5, based on customer reviews over the past 12 months. Read more
 
 
 
 
 
   
 
 
      Posted on Google  
   
   Amelia Atchison 
 322 days ago
 
 
 Trustindex verifies that the original source of the review is Google. I can’t thank Clare enough for all her help with my mortgage and insurance! As a first-time buyer, I was quite nervous about the whole process, but Clare was so kind, patient, and supportive from start to finish. She took the time to explain everything clearly, always kept me updated, and made what could have been a stressful experience feel really easy and reassuring.

Clare genuinely cares about her clients and goes above and beyond — I couldn’t have asked for a better adviser. I’d highly recommend her to anyone looking for someone trustworthy and compassionate to guide them through the process.
  
 
     Posted on Google  
   
   Mambo Raissa 
 338 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Fantastic service from Clare . She was very friendly, professional, and always happy to help at all times . She made the mortgage process smooth and stress-free especially for a first time  buyer like myself. Highly recommend!
  
 
     Posted on Google  
   
   Nji Cyrille 
 338 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Clare Cheeseman provided great service from the start to the end, gave good advice and direction mortgage was successful. highly recommend
  
 
     Posted on Google  
   
   Priscilla Karim 
 377 days ago
 
 
 Trustindex verifies that the original source of the review is Google. I’m very impressed with the services I received. I and my husband were looking for a house and Clare Cheeseman made this experience worthwhile with getting us the best mortgage deal and would follow up if there is a rate drop to change to lower interest rate.
It took us nearly two years as the first property fell through and Clare was there every step of the way, checking on the progress, helped us close a good rate at last minute as well.
So grateful that we finally got our keys today.

Skills & Area's of Advice

Pensions & Retirement Planning

Mortgages & Re-Mortgaging

Savings & Investments

Wealth Management

Financial Planning

Protection & Business Protection

Life Cover & Critical Illness Cover

Experience & Achievements

Experience in all core advice areas

Achieved Diploma level status

Achieved Mortgage certified status

Member of the London Institute of Banking and Finance

About Clare Cheeseman

Since joining Beals Wealth Management, I have worked closely with clients to help them make informed decisions about their financial future. My role focuses on supporting individuals and families through every stage of their financial journey, from building and growing investments to planning for retirement and creating sustainable long-term wealth strategies.

As a Financial Planner, I provide advice across a range of areas, including investments, pensions, retirement planning, protection and wider financial planning solutions. In addition, I also assist clients with their mortgage requirements, ensuring that both their borrowing and protection needs are considered as part of a comprehensive financial plan.

I take pride in building strong, long-lasting relationships with my clients, taking the time to understand their goals and personal circumstances. By providing tailored advice and ongoing support, I help clients navigate changing financial needs and remain on track to achieve their goals. Whether the objective is growing wealth, preparing for retirement, protecting loved ones, or securing property finance, I am committed to delivering advice that is both appropriate and aligned to each client's long-term needs.

Outside of work, I enjoy attending regular gym classes and often spend my free time at the cinema or socialising with friends and family.

Award Winning Network

Beals Wealth Management are proud to be part of Quilter Financial Planning, an award-winning network celebrated for its outstanding customer service, innovative platforms, and exceptional financial strength.

Recognised for Service

FT Financial Adviser Service Awards 2025 - Five Stars (Platform, Pension, Investments)

Defaqto - Gold Service (Platform, Pension, Investment Bond)

Investment Life & Pensions Moneyfacts Awards 2025 - Best Online Service

Highly Rated Products

Defaqto – 5 Star rating Platform, Personal Pension, Onshore Bond and WealthSelect for DFM MPS on platform

Defaqto – 5 Diamond rating WealthSelect Managed Active and WealthSelect Managed Blend, Monthly Income, Cirilium Blend, and Cirilium Passive

Money Marketing Awards 2025 – Best Retirement Provider

Exceptional Platform

Schroders UK Platform Awards 2025 - Platform of the Year

Schroders UK Platform Awards 2025 - Best Platform Provider (AUM over £40bn)

FE Adviser Asset 2025 Platform Rating - Quilter's platform received a platinum rating for the 10th consecutive time

Expert Financial Advice UK Wide