A huge thank you to Olivia for helping with our mortgage renewal. She has made our mortgage renewal easy and she has really looked out for us. She walked us through all the options and thoroughly exp... Se mere
Selvom vi ikke verificerer specifikke påstande, fordi anmeldernes meninger er deres egne, kan vi godt betegne anmeldelser som "Verificerede", når vi kan bekræfte, at der har fundet en forretningsinteraktion sted. Læs mere
Af hensyn til platformsintegriteten scannes alle anmeldelser på vores platform – verificerede eller ej – af vores automatiserede software døgnet rundt. Denne teknologi er designet til at identificere og fjerne indhold, der overtræder vores retningslinjer, herunder anmeldelser, som ikke er baseret på en reel oplevelse. Vi er klar over, at vi måske ikke fanger alle problemer, og du er velkommen til at gøre os opmærksom på det, hvis vi har overset noget. Læs mere
Se, hvad kunderne siger
Christine Poynter has been a superb mortgage broker, keeping her eyes on what we need to do and when, finding appropriate deals, and helping with our questions and concerns when these have arisen
I have always found Beals to provide a very professional service.. good communication regarding appointments etc. I trust Dean Fermie, my Adviser, to provide a clear and comprehensive review that, as... Se mere
Tim from Beals Mortgage and financial services was professional, caring and extremely patient helping us jump through numerous hoops and never stopped searching for the right mortgage. When we met him... Se mere
Virksomhedsoplysninger
- Finansrådgiver
- Økonomisk rådgiver
- Boligforsikringsselskab
- Indtægtsbeskyttelsesforsikring
- Forsikringsmægler
- Investeringsservice
Skrevet af virksomheden
"Looking for a Financial Adviser Near You? Beal’s Wealth Management is based in Hampshire, covering the whole of the UK, and has been celebrating 29 years of excellence in financial services. As a top firm in the Quilter Financial Planning Network, we offer personalised advice on a range of services, including pensions, whole of market mortgages, savings, investments, and more. Our commitment is to understand your personal situation and financial needs. Whether you prefer face-to-face meetings with a local adviser, or the flexibility of Zoom and telephone consultations, we provide expert advice wherever you are. Approver Quilter Financial Services Ltd January 2026
Kontaktoplysninger
Head Office, Unit 1, Fulcrum 2, Solent Way, Whiteley, Fareham, Hampshire, PO15 7FN, Fareham, Storbritannien
- 01489585581
- info@bealsfs.co.uk
- bealsfs.co.uk
Bed kunder om at skrive en anmeldelse
Denne virksomhed inviterer sine kunder til at skrive en anmeldelse, uanset om den er positiv eller negativ
Sådan bruger denne virksomhed Trustpilot
Se, hvordan deres anmeldelser og bedømmelser indsamles, vurderes og modereres.
Thank you
Christine just makes everything so seamless and constant communication is what you want during these transactions and even on Sunday evenings and her days off she will always respond. 2nd time using Christine and will always recommend everyone to her. I work with a former mortgage advisor and he has overseen all we have discussed and he is seriously impressed with everything. Thank you Christine!

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Christine has been our mortgage advisor…
Christine has been our mortgage advisor for years. She’s fabulous, kind, patient and always finds great deals!

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Pension review
I would totally recommend Beals Wealth Management, my financial adviser Mark Hurst has looked after my investments for many years and has done a great job, he's always polite and very professional, I feel my investments are in safe hands,

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James Is Excellent
James was really informative helpful and attentive with my financial enquiry

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Excellent service - Neil Adams is highly professional and offers superb advice
I have had Neil Adams as an advisor for many many years and I have always had an exemplary service from him. He has advised me on my many and varied pensions over the long years of the relationship and he has coped with my frequent job changes! I am about to retire now and he quickly responded to my request for advice as the timescale was very short to get things done for this Tax year - highly recommended

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Honest and genuine advice , fantastic customer service
This is the second time I have obtained a Mortgage with Accord Mortgages and using the services of Olivia Rowell.
I have nothing but praise due to the fantastic service I received.
Clear and concise communication friendly and professional.
Nothing was too much trouble,
Honest genuine advice
I would not hesitate to contact Olivia again and would recommend her to Family , friends and colleagues

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I’d like to highlight the excellent…Excellent Service from Gary Jackson at Beals Mortgage and Financial Services Limited
I’d like to highlight the excellent service I received from Gary Jackson at Beals Mortgage and Financial Services. Gary has been consistently reliable, straightforward, and professional throughout the entire process.
This wasn’t a simple transaction, and there were several complications along the way, but Gary remained calm, focused, and solution‑driven. He took the time to explain everything clearly, kept me updated at each stage, and made sure I understood all the options available. His communication was efficient, his advice was sound, and he always acted with my best interests in mind.
What I appreciated most was that Gary doesn’t deal in fluff — he’s practical, honest, and gets things done. In a process that can easily become overwhelming, having someone who knows the industry inside out and handles issues without fuss made a huge difference.
I’d happily recommend Gary to anyone who needs solid mortgage advice and wants someone who genuinely knows their craft.

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Patient and clear
Dan explains everything very clearly and is patient if you need him to go over some details.
He is very easy to talk to and feel very comfortable with him helping me

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Olivia is an excellent mortgage broker.
Olivia is an excellent mortgage broker. We felt absolutely no stress whatsoever when applying for our mortgage. She was extremely responsive to our queries, even at late hours, on weekends, and during her holidays. On multiple occasions when the sale collapsed, Olivia reapplied for our mortgage on our behalf without any extra fees, exactly as promised, and with the same level of care and diligence as the very first application. Highly recommended.

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Very helpful friendly and keeps it…
Very helpful friendly and keeps it straight forward

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Change of advisor and Dominic Higham…
Change of advisor and Dominic Higham explained quite a lot of detail regarding options

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I have had the pleasure of dealing with…
I have had the pleasure of dealing with Trevor Wallbridge for many years as my Financial planner.
I feel very secure and happy with the personal and professional service provided.
Highly recommended ⭐️⭐️⭐️⭐️

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Clear and helpful advice.

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Knowledge
Trevor is always very knowledgeable and explains everything in detail

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Highly recommend
Olivia made our entire mortgage process quick and completely stress-free. She explained everything clearly, kept us updated every step of the way, and made what could have been overwhelming feel simple and straightforward.
She also arranged our life insurance and buildings insurance, which made everything even easier having it all sorted in one place. We’re so grateful for her support and wouldn’t hesitate to recommend her to anyone looking for a smooth, hassle-free experience!

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Thankyou Tracy & Trevor
We can’t thank Tracy enough for everything she did for us. After being denied by our first lender, we were understandably stressed and worried that we wouldn’t be able to secure a mortgage. Tracy reassured us, and worked incredibly hard to find a lender who would accept our application.
She contacted us in the evenings to keep us updated and to reassure us when we were feeling uncertain. That level of care made such a difference during a stressful time.
Tracy was professional, knowledgeable, and determined from start to finish. Thanks to her persistence and expertise, we now have our mortgage approved — something that didn’t feel possible at one point.
We would highly recommend Tracy to anyone needing a mortgage advisor, especially if your situation isn’t straightforward. She genuinely cares and goes above and beyond for her clients.
We’d also like to say a special thank you to Trevor, who gave us some helpful financial advice at the very beginning and put us in touch with Tracy.
Thankyou again for everything :)

Besvarelse fra Beals Mortgage & Financial Services
Highly recommend Christine from Beals
Highly recommend Christine from Beals. Very helpful from start to finish. She leaves no question unanswered and does everything in her power to find you the best deal. 5 stars from us as first time buyers!

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A Very Efficient Financial Advisor
The company is very efficient and its fees are reasonable. The financial advisor is very professional and gives clear and concise explanations in plain English. I am very pleased on the performance of the investment under Beals' management.

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Christine from Beals Mortgage
Christine from Beals Mortgage & Financial Services has always got me the best offer when my fixed term is about to come to an end. No hassle what so ever.

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Dette er Trustpilot
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