Clare Cheeseman Mortgage & Protection Adviser

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.

Experience & Achievements

 •   Achieved Mortgage certified status
•    Member of the London institute of banking and finance

Inheritance Tax Planning, Some Buy to Let Mortgages & Employee Benefits are not regulated by the Financial Conduct Authority
Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.
Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
Your home may be repossessed if you do not keep up repayments on your mortgage.