CBM Financial Partners

high net worth mortgage advisory

Trusted experts for complex and high value mortgages.

CBM Financial Partners delivers expert mortgage advice and bespoke property finance, combining specialist knowledge, trusted relationships and a considered approach for clients with complex requirements.

Lender Relationships Include
Coutts & Co.
UBS
Investec
Arbuthnot Latham
Handelsbanken
Weatherbys
Virgin Money
Barclays
NedBank Private Wealth
C.Hoare & Co
EFG
Halifax
NatWest
Santander
Nationwide
Why CBM Financial Partners

A different kind of mortgage advice.

Mortgage lending is rarely straightforward. We are built for the cases that do not fit the high-street model.

1

Whole of Market Access

Direct relationships with more than 180 lenders, including Private Banks and specialist lenders.

2

Complex Income Specialists

Whether your income is in retained profits, foreign earnings, carried interest or dividends, we structure it into lending criteria lenders accept.

3

Discreet, Personal Service

A dedicated relationship. Expert guidance. Seamless support from first call to completion and beyond.

Our Services

Bespoke lending solutions for clients with complex requirements.

Residential Mortgages

We offer independent, whole-of-market advice, ensuring you access the best competitive rates for residential mortgages including those for self-employed, complex income and expatriates.

Buy-to-Let Mortgages

Buy-to-Let Mortgages

Specialist finance for portfolio landlords, SPVs, HMOs and high-yield property investments.

Specialist Mortgages

Bridging, foreign currency, expatriates, high-LTV professional, AUM-leveraged and bespoke private bank facilities for clients without a textbook profile.

Commercial Mortgages

Owner-occupied premises, investment properties, mixed-use, and semi-commercial properties for aspiring and established business owners.

Protection & Insurance

No borrowing solution is complete without protecting the borrower. We offer independent advice on life insurance, providing access to the most comprehensive coverage to protect what matters most.

About CBM Financial Partners

Advice built around you.

CBM Financial Partners bring 25 years+ combined experience and a personal touch to help you navigate property finance with confidence.

Our work is truly independent and whole of market. Giving our clients access to over 180 lenders across the UK and internationally. 

180+
Lenders
25+ years
Experience
£1bn +
Lending arranged
How We Work

From first call to completion.

A simple four-step journey, thoughtfully managed from start to finish.

Step 01

Initial Consultation

A confidential conversation to determine the goal, the timeline and the wider picture.

Step 02

Research

A bespoke lending solution, carefully structured around your objectives, with a considered assessment of terms, costs and long-term considerations.

Step 03

Application

We submit, negotiate and manage every conversation with the lender’s credit team.
Step 04

Completion & Care

At CBM, we provide continued support post completion, with regular reviews as part of our lifelong service commitment.

Reviews

What our clients say.

★★★★★
CBM secured a private bank facility our previous broker said was impossible. They understood retained earnings inside a Jersey structure in a way no one else did.
D. Marchetti
Founder, Asset Management
★★★★★
From first call to drawdown in five weeks on a £4.2m Holland Park purchase. Calm, smart and deeply discreet. They are now our go-to for the whole family.
S. & H. Rashid
Private Clients
★★★★★
As a contractor with three income streams across two currencies, I had been turned down four times. CBM made it feel routine. Outstanding.
J. Okafor
Technology Consultant
Get expert advice today

The right lending solution starts with understanding you.

A private, no-obligation consultation. A focused conversation to understand your objectives, assess your options and determine next steps.

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