CBM Financial Partners

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About CBM Financial Partners

We deliver expertise you can trust.

Independent. Privately owned. Quietly relentless on your behalf.

Our Story

A different perspective on mortgage advice.

CBM Financial Partners was founded by people who understand the lending process from the inside. Having spent years collaborating with lender credit teams, our founders saw how successful, creditworthy clients could be overlooked simply because their income or wealth didn’t fit a traditional template.

We started CBM to be the broker we wished those clients had, one that took the time to understand the full picture. Today, we advise founders, executives, professionals, contractors and creatives across the UK and internationally, arranging tailored finance for circumstances that require a more considered approach.

Our Mission

To provide ‘best in class advice’ and add value to every transaction. We aim to build lasting relationships with our clients, empowering them to make sound decisions on their financial future.

What Sets Us Apart

The CBM difference, in four points.

01

Client first

Your needs, our priority. Every decision we make starts with you. We take the time to understand your circumstances, communicate clearly, and tailor our approach to achieve the best possible outcome

02

Driven by passion

We’re genuinely committed to what we do and passionate about helping our clients, going the extra mile to deliver exceptional service from start to finish.

03

Integrity

Honesty, transparency, and accountability are at the heart of our work. We provide straightforward advice, act with professionalism, and build lasting relationships through trust and reliability.

04

Excellence

We believe exceptional results come from careful attention to detail. By combining expertise with a meticulous approach, we strive to deliver the highest standards of service and outstanding outcomes for every client.

Meet the Team

The experts behind every case.

Each case is supported by experienced specialists who combine expertise with a personal, client-first approach.

Shaun Church-Bolger

Founding director

Simon Marsh

Founding director

Michael Mears

Associate Director

Zoë Meharg

Head of Specialist Finance

Stephen Morgan

Senior Mortgage Adviser

Kathryn Marsh

Mortgage Adviser

Lamin Ojo

Mortgage Adviser

Conner Williamson

Mortgage Adviser

Jonathan Marks

Mortgage Adviser

Tanvir Alam

Paraplanner

Lucinda Davies

Mortgage Administrator
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