Beals Mortgage & Financial Services Anmeldelser 

490
TrustScore 5 ud af 5

5,0

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Se, hvad kunderne siger

Bedømt til 5 ud af 5 stjerner

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

Bedømt til 5 ud af 5 stjerner

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

Bedømt til 5 ud af 5 stjerner

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

Bedømt til 5 ud af 5 stjerner

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

  1. Finansrådgiver
  2. Økonomisk rådgiver
  3. Boligforsikringsselskab
  4. Indtægtsbeskyttelsesforsikring
  5. Forsikringsmægler
  6. 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

5,0

Fremragende

TrustScore 5 ud af 5

490 anmeldelser

5 stjerner
4 stjerner
3 stjerner
2 stjerner
1 stjerne

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.

5,0

Alle anmeldelser

(490)

199 anmeldelser inden for de sidste 12 måneder

Skriv en anmeldelse
Virksomheder på Trustpilot må ikke tilbyde incitamenter eller betale for at skjule anmeldelser. Anmeldelser repræsenterer individuelle brugeres meninger, og ikke Trustpilots mening. Læs mere

Bedømt til 5 ud af 5 stjerner

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!

8. april 2026
Uopfordret anmeldelse
Beals Mortgage & Financial Services-logo

Besvarelse fra Beals Mortgage & Financial Services

Thank you David for taking the time to review your experience with our adviser Christine, we really appreciate it! Thank you for choosing to work with us for the second time.

Bedømt til 5 ud af 5 stjerner

Christine has been our mortgage advisor…

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

4. april 2026
Uopfordret anmeldelse
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Besvarelse fra Beals Mortgage & Financial Services

Thank you Luke for taking the time to review your experience with our adviser Christine, we really appreciate it! Thank you for choosing Christine all these years.

Bedømt til 5 ud af 5 stjerner

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,

9. marts 2026
Uopfordret anmeldelse
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Besvarelse fra Beals Mortgage & Financial Services

Thank you Adam for taking the time to review your experience with our adviser Mark, we really appreciate it! Thank you for choosing Mark all these years, we look forward to many years to come.

Bedømt til 5 ud af 5 stjerner

James Is Excellent

James was really informative helpful and attentive with my financial enquiry

2. februar 2026
Uopfordret anmeldelse
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Besvarelse fra Beals Mortgage & Financial Services

Thank you Chris! We really appreciate you taking the time to leave feedback about your experience with our adviser James Black

Bedømt til 5 ud af 5 stjerner

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

24. marts 2026
Uopfordret anmeldelse
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Besvarelse fra Beals Mortgage & Financial Services

Thank you Steve! We really appreciate you taking the time to leave feedback about your experience with our adviser Neil Adams

Bedømt til 5 ud af 5 stjerner

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

13. februar 2026
Uopfordret anmeldelse
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Besvarelse fra Beals Mortgage & Financial Services

Thank you Diane! We really appreciate you taking the time to leave feedback about your experience with our adviser Olivia Rowell

Bedømt til 5 ud af 5 stjerner

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.

20. marts 2026
Uopfordret anmeldelse
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Besvarelse fra Beals Mortgage & Financial Services

Thank you Emma! We really appreciate you taking the time to leave feedback about your experience with our adviser Gary Jackson

Bedømt til 5 ud af 5 stjerner

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

19. marts 2026
Uopfordret anmeldelse
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Besvarelse fra Beals Mortgage & Financial Services

Thank you Ann! We really appreciate you taking the time to leave feedback about your experience with our adviser Daniel Pyle

Bedømt til 5 ud af 5 stjerner

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.

12. marts 2026
Uopfordret anmeldelse
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Besvarelse fra Beals Mortgage & Financial Services

Thank you! We really appreciate you taking the time to leave feedback about your experience with our adviser Olivia Rowell

Bedømt til 5 ud af 5 stjerner

Change of advisor and Dominic Higham…

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

13. februar 2026
Uopfordret anmeldelse
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Besvarelse fra Beals Mortgage & Financial Services

Thank you for taking the time to leave us feedback! We really appreciate it

Bedømt til 5 ud af 5 stjerner

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 ⭐️⭐️⭐️⭐️

26. februar 2026
Uopfordret anmeldelse
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Besvarelse fra Beals Mortgage & Financial Services

Thank you Siobhan! We really appreciate you taking the time to leave feedback about your experience with our adviser Trevor Wallbridge

Bedømt til 5 ud af 5 stjerner

Knowledge

Trevor is always very knowledgeable and explains everything in detail

26. februar 2026
Uopfordret anmeldelse
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Besvarelse fra Beals Mortgage & Financial Services

Thank you for taking the time to leave us feedback! We really appreciate it

Bedømt til 5 ud af 5 stjerner

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!

20. februar 2026
Uopfordret anmeldelse
Beals Mortgage & Financial Services-logo

Besvarelse fra Beals Mortgage & Financial Services

Thank you Ellie! We really appreciate you taking the time to leave feedback about your experience with our adviser Olivia

Bedømt til 5 ud af 5 stjerner

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 :)

20. februar 2026
Uopfordret anmeldelse
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Besvarelse fra Beals Mortgage & Financial Services

Thank you Tyler! We really appreciate you taking the time to leave feedback about your experience with our advisers Trevor & Tracy

Bedømt til 5 ud af 5 stjerner

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!

19. februar 2026
Uopfordret anmeldelse
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Besvarelse fra Beals Mortgage & Financial Services

Thank you for taking the time to leave us feedback! We really appreciate it

Bedømt til 5 ud af 5 stjerner

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.

11. februar 2026
Uopfordret anmeldelse
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Besvarelse fra Beals Mortgage & Financial Services

Thank you for taking the time to leave us feedback! We really appreciate it

Bedømt til 5 ud af 5 stjerner

Great service

Great service

12. februar 2026
Uopfordret anmeldelse
Beals Mortgage & Financial Services-logo

Besvarelse fra Beals Mortgage & Financial Services

Thank you for taking the time to leave us feedback! We really appreciate it

Bedømt til 5 ud af 5 stjerner

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.

17. februar 2026
Uopfordret anmeldelse
Beals Mortgage & Financial Services-logo

Besvarelse fra Beals Mortgage & Financial Services

Thank you for taking the time to leave us feedback! We really appreciate it

Dette er Trustpilot

Alle kan skrive en anmeldelse på Trustpilot. En anmeldelse er ejet af personen, som har skrevet den, og vedkommende kan derfor redigere eller slette den til enhver tid. En brugers anmeldelser bliver vist, så længe vedkommendes konto er aktiv.

Virksomheder kan bede deres kunder skrive en anmeldelse ved hjælp af automatiske invitationer. Denne type anmeldelser handler om reelle oplevelser og markeres "Verificeret".

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Vi bruger en kombination af dedikerede medarbejdere og avanceret teknologi til at beskytte vores platform. Find ud af, hvordan vi bekæmper falske anmeldelser.

Læs om anmeldelsesprocessen på Trustpilot.

Hér finder du 8 tips til at skrive anmeldelser.

Verificering kan være med til at sikre, at det er rigtige mennesker, der skriver de anmeldelser, du læser på Trustpilot.

Det kan påvirke TrustScoren, når man tilbyder incitamenter i bytte for anmeldelser, eller når man kun spørger bestemte kunder, og det er imod vores retningslinjer.

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