Clare Cheeseman

Mortgage & Protection Adviser
CeMAP - Certificate in Mortgage Advice & Practice
Unit 1, Fulcrum 2, Solent Way, Whiteley, Fareham, PO15 7FN
01489 585 581

Skills & Area's of Advice

Mortgages
Protection
General Insurance

Experience & Achievements

Achieved Mortgage certified status

About Clare Cheeseman

I have been with Beals Wealth Management since 2022, starting as a branch-based mortgage and protection advisor. I help clients to get on to the property ladder, advise on purchases, re-mortgages and product transfers whilst ensuring my clients are fully informed and have sufficient protection in place.

As a Mortgage & Protection Adviser, I provide advice on mortgages, life insurance, critical illness protection, income protection and general insurance.

I help my clients from start to finish with their mortgage and protection needs, I strive to ensure that all my clients are provided with the most suitable and competitive options to achieve their mortgage and protection goals and I pride myself on maintaining on-going relationships with all my clients.

In my spare time I enjoy regular gym classes and I am also a keen film lover with regular trips to the cinema. I love travelling and when I can I like exploring new places across the globe.

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 2024 - Five Stars (Platform, Pension, Investments)
Defaqto - Gold Service (Platform, Pension, Investment Bond)
Investment Life & Pensions Moneyfacts Awards 2024 - Best Online Service

Highly Rated Products

Defaqto - 5 Star rating (Platform, Personal, Pension, Drawdown & Onshore Bond)
Defaqto - 5 Diamond rating (WealthSelect, Monthly Income, Cirilium Blend, Cirilium Passive and Creation)
Money Marketing Awards 2024 - Best Retirement Provider

Exceptional Platform

Member of The London Institute of Banking and Finance
Schroders UK Platform Awards 2024 - Platform of the Year
Investment Life & Pensions Moneyfacts Awards 2024 - Best Wrap/Platform

Looking for a financial adviser near you?

Our first appointment is free of charge and with no-obligation! Available by phone, video call or face-to-face.
Email us: info@bealsfs.co.uk
BOOK NOWComplaintsPrivacy Policy & Terms
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Approver Quilter Financial Services Limited and Quilter Mortgage Planning Limited. March 2025

Registered office address: Unit 1 Fulcrum 2 Solent Way, Whiteley, Fareham, England, PO15 7FN. Registered in England and Wales under reference 08286166
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