CFM Financial Planning
CFM Financial Planning is a company based in Redhill, England that specializes in insurance planning. Their team of experienced insurance attorneys provides expert advice and guidance to clients in need of insurance solutions. CFM Financial Planning is committed to helping individuals and businesses protect their assets and achieve their financial goals through comprehensive insurance planning.
Introduction to CFM Financial Planning
CFM Financial Planning is a financial planning company based in Redhill, England. The company was founded with the aim of providing comprehensive financial planning services to individuals and businesses. What sets CFM Financial Planning apart from other companies in the industry is its commitment to providing personalized financial advice to each client based on their unique circumstances.Services & products
CFM Financial Planning offers a range of financial planning services, including retirement planning, investment planning, tax planning, and estate planning. The company also offers insurance products such as life insurance, disability insurance, and long-term care insurance. Customers can expect tailored financial advice based on their individual needs and goals.Location
CFM Financial Planning is located on Earlsbrook Road in the Earlswood area of Redhill. The area is primarily residential, but there are also a few small businesses in the vicinity. Customers can expect a quiet and peaceful environment when visiting the CFM Financial Planning office. The closest public transportation options are Earlswood train station (0.5 miles), Redhill train station (1.5 miles), and East Surrey Hospital bus stop (0.2 miles).Benefits
Customers should choose CFM Financial Planning because of the personalized attention they will receive from the company's financial advisors. The company takes the time to understand each client's unique financial situation and goals, and develops a customized financial plan to help them achieve those goals. Additionally, CFM Financial Planning has a team of experienced and knowledgeable financial advisors who stay up-to-date on the latest financial trends and regulations.Good to know
Customers should be aware that CFM Financial Planning does not provide legal advice. If customers require legal advice related to their financial situation, they will need to consult with an attorney who specializes in insurance law.Reviews
Customers have praised CFM Financial Planning for its knowledgeable and attentive financial advisors. Many customers have reported that the company's financial advisors take the time to explain complex financial concepts in a way that is easy to understand. Overall, customers have had positive experiences working with CFM Financial Planning to develop their financial plans.Amenities
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legal advice
FAQ
What specific areas of insurance law does your firm specialize in?
We specialize in a range of insurance law areas including but not limited to property insurance, liability insurance, and life and health insurance. We have extensive experience in dealing with insurance claims and disputes, providing legal advice to insurers, policyholders, and other stakeholders in the insurance industry.Can you provide examples of successful cases your firm has handled in the past?
Yes, we have successfully handled cases involving property damage claims, personal injury claims, and professional liability claims. We have also assisted clients in negotiating settlements with insurance companies and in defending against insurance fraud allegations. Our experience and expertise in insurance law allows us to provide effective legal representation to our clients.How does your firm bill for legal services and what are your rates?
We bill for our legal services on an hourly basis, and our rates are competitive within the industry. We understand that legal fees can be a concern for clients, and we strive to provide transparent billing practices and cost-effective solutions whenever possible. We are happy to discuss our rates and billing practices with clients during the initial consultation.How will you communicate with me throughout my case and keep me updated on its progress?
We understand the importance of regular communication with our clients, and we make it a priority to keep our clients informed of the progress of their case. We will communicate with you via email, phone, or in-person meetings, depending on your preference. We will also provide regular updates on the status of your case, including any developments or changes that may arise.What is your firm's approach to settling cases versus going to trial?
Our approach to settling cases versus going to trial depends on the specific circumstances of each case. We understand that litigation can be time-consuming and expensive for our clients, and we will always explore settlement options when appropriate. However, we also recognize the importance of fighting for our clients' rights and interests, and we are prepared to take cases to trial if necessary. We will work closely with our clients to develop a strategy that best meets their needs and goals.Reviews
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Leanne Steel
Sean was great in helping us with a very complicated mortgage application which involved complex pay. He was always on hand to answer any questions we had and promptly updated us with progress. We would strongly recommend Sean and CFM Financial Planning for anyone looking to apply for a mortgage as he made the process seamless from start to finish! Thank you again - we did not think we would get there but we did!
28-04-2023
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Billy Donegan
Nothing but positive things to say about the support from Sean and CFM for our recent move. Helpful thoughout and was always quick to respond to any queries or issues. Would happily recommend to anyone, and indeed already have.
28-10-2022
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Cian OB
I cannot recommend Sean enough, attentive, diligent and entirely customer focused. In a world of "digital transformation" there is still a place for great people like Sean providing personal and tailored services with patience and a real focus on getting his customers the best deals in the market. Sean is absolutely the person you want in your corner when buying a house, his service just takes away all the stress and hassle of getting your mortgage sorted out.
28-10-2022
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Matt Hutchinson
We were recommend Sean and CFM financial planning by some friends. We have nothing but the highest praise for Sean and the team. Nothing was to much. Even with our delays he was always on the phone when needed with reassurances etc. I will be recommended Sean and CFM financial planning to all my friends and family. Thank you
28-10-2022
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Julia Jones
Such a great personal service from beginning to end. Going the extra mile is an understatement from Sean. He was there every step of the way even after he didn't need to be. Thank you for making getting our home a reality.
28-05-2022
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Jamez Deruelle
Super impressed with Sean, used for a mortgage application he got us an unbeatable rate and record time. Made the application on Friday evening and got offer by Monday morning. I have always gone direct or searched for best deals myself in the past but couldn’t believe how easy and quick Sean done it all. He keeps you updated and responds very quickly and happily speak with agents/solicitors for you taking the stress of it all away. I couldn’t recommend Sean enough and will definitely be using him when it comes to remortgaging or other financial needs.
28-05-2022
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Katie Steels
Sean helped us buy our first home, under a lot of time pressure to meet the stamp duty holiday deadline. Not only did he walk us through every detail carefully with getting our mortgage, he made sure we were super prepared and demonstrated to the estate agent and vendor that we were the ideal candidates so that we got the home we fell in love with. Sean works so hard for you. He helped us with all the insurance side of things too, which as first time buyers we weren’t massively clued up on. He was an absolute pleasure to work with and we will continue to use CFM Financial Planning ourselves as well as recommend him to friends and family.
28-05-2022
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Josh Lowe
The phrase ‘above and beyond’ is the first thing that comes to mind when describing Sean. Myself and my partner were first time buyers with no idea what to do or where to start. Sean held our hand through all the details and was such a nice guy and I ended up really enjoying our phone calls. Buying our 1st house was a rollercoaster at times and we 100% wouldn’t have landed our dream house without Sean, absolutely no doubt about that. He really pushed for us and gave us great advice that made us very strong buyers. Highly recommended.
28-05-2022
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Luke Gaden
We have been using CFM (Sean) for the last 7 years for various financial projects such as mortgages, wills, insurance and most recently a secured loan. Every time we engage with Sean we always get where we need to and somehow seem to have fun along the way. It is hard not to get swept up in Sean's motivation and enthusiasm for what he does. Sean is an incredibly hard working individual and testament to the kind of person everyone should be dealing with. He always takes the time to help us understand the important things when we are getting carried away with just wanting to get across the finish line. 5 stars isn't high enough recommendation for CFM Financial Planning and to say we are very happy customers doesn't seem like nearly high enough praise!
28-05-2021
