about cbm
CBM Financial Partners distinguishes itself by offering an independent 'whole of market' advice service, ensuring clients have access to a diverse range of financial products from over 150 lenders, both in the UK and overseas.
Specialising in facilitating large-value mortgages for high-net-worth individuals, CBM caters to various client profiles, including first-time buyers, foreign nationals, British Ex-Pats living abroad, and UK residents earning foreign currency income. Additionally, CBM extends its expertise to 'Non Domiciled' UK residents with offshore/overseas income, providing tailored solutions to meet their unique needs.
The breadth of CBM's services include all aspects of property funding, ranging from residential mortgages to buy-to-let, commercial, overseas/foreign currency mortgages, bridging loans, and development finance. Moreover, CBM leverages clients' assets such as personal pensions, equities portfolios, or cash deposits to secure the most favorable lending terms, ensuring optimal financial outcomes aligned with individual circumstances.
CBM's versatility extends to financing non-standard properties, including semi-commercial and properties with large acreage, such as landed estates. With a focus on personalised solutions and a commitment to excellence, CBM Financial Partners stands as a trusted ally for clients navigating the complexities of property finance, empowering them to achieve their real estate aspirations with confidence.
Meet the Team
simon marsh
Founding Director
Simon has been working in the financial services industry for 15 years and is a founding director of CBM. He prides himself on forging long-lasting working relationships with both clients and key partners within the industry. A keen sportsman; whilst the joints won’t allow him on to a rugby pitch anymore, you will find him most summer weekends on the cricket pitch. Always willing to help in whatever the situation, get in touch with Simon by clicking the details below.
Shaun church-bolger
founding director
Shaun has worked in the financial services for 20 years and is a founding director of CBM. He started his career in banking at Coutts & Co before transitioning to mortgages, where he has worked as a broker for the past 15 years. He is a specialist in arranging mortgages for High-Net-Worth clients, especially those based overseas, where his extensive network of contacts is best put to use. When not at his desk, Shaun spends his time at home with his young family. Get in contact with Shaun using the details below.
michael mears
associate director
Michael has 15 years of experience in financial services, with the last 10 years dedicated to specialising in property-focused lending as a broker. He provides expert advice across the full range of mortgage products, tailored to meet the needs of mid to high-net-worth clients. Known for his professionalism, expertise, and client-first approach, Michael has earned a strong reputation for delivering exceptional results. In his downtime, he enjoys badminton, football, and following Formula 1.
Feel free to get in touch with him using the details below.
stephen morgan
senior mortgage advisor
Stephen has been working in the financial services industry for 30 years; he has spent 25 of those years as a mortgage and protection advisor. Stephen thrives on helping clients achieve their dreams and goals. Most mornings, he can be found at Brockwell Lido, and every other weekend is spent playing vets' football for his beloved Whippet Wanderers in Kensal. "Here to help, not hinder" is Stephen's light-hearted motto, which is backed up by a wealth of experience and knowledge of the London housing market. Get in touch with Stephen using the details below.