Beals Mortgage & Financial Services Anmeldelser 

My advisor Gary Jackson was professional and informative throughout this process. Gary went out of his way to find the correct product for my circumstances which meant starting from scratch on more than one occasion. Thank you Gary for your kind attention and excellent communication.

Like each year ...always a pleasure . Daniel is straight to the point and knows us so this makes it easier . Thank you again

Easy to understand
Dan was patience and reviewed at speed i could cope with.
Explains things in a simple manner.

Tim Meiris at Beals has been absolutely exceptional. He is excellent at following up on every detail and is particularly strong at dealing with complex situations. Tim has managed both of our mortgages and has been outstanding throughout, especially when handling a complicated scenario involving my mother’s new home and a second mortgage.

His advice and guidance were incredibly helpful, clear, and reassuring at every stage. Tim is super friendly, extremely proactive, and very efficient when it comes to paperwork and securing deals quickly.

I wouldn’t hesitate to highly recommend Tim to anyone looking for a mortgage advisor who is thorough, knowledgeable, and genuinely great to work with.

My questions were answered and research done on my behalf on things that were not immediately clear.

Christine Poynter is the best mortgage advisor we’ve had, so helpful and always responds to emails quickly. Really pleased with her service! Thank you!

Christine from start to finish was superb, helping my wife and me at every stage!

Christine was in contact regularly giving us updates on the process and where we stood in the timeline.

Would highly recommend Christine to anyone who needs help moving or changing mortgages. Professional, friendly and always at the end of the phone.

Excellent advice given again at this years Annual Review.
Time spent to go though the documentation which I have found easy to follow and understand.
It's very comforting knowing my investments are being looked after.

Fantastic support from my mortgage advisor, Alex Hudson.

Claire was very friendly and explained everything perfectly. This was my first chat with Clare Chessmon, and I enjoyed her easy going approach.

Olivia Rowell was very supportive throughout the process of our getting our dream home, always a step ahead, encouraging, replying our questions and emails very promptly and kudos to Olivia we got the best interest rate. Would gladly do this over and over again with her.

Holly at Beales provided excellent advice and service.
Everything thing was completed very quickly and accurately, so very pleased with the whole package.

Clare Cheeseman has been very efficient helping me to get my pension fund. I wasn't happy with Quilter who kept me waiting weeks for the payment but Clare hurried them along.

Trevor wallbridge is absolutely fantastic at his job everything is explained very well and nothing is to much trouble. He has done an exceptional job with my pension when 15 years ago nobody else would do what I wanted them to do so thank you Trevor and hope you continue helping me in the future.

Excellent help & advice from start to finish

Working with Christine has been one of the best decisions I have made. From my very first conversation, I felt listened to and understood, not just as a client, but as a person. Christine took the time to learn what really matters to me and created a plan that really suits.

What I appreciate most is how approachable and patient she is. No question ever feels silly, and everything is explained clearly and calmly. She made what used to feel overwhelming feel manageable — even reassuring.

Beyond her expertise (which is excellent), there’s a genuine sense of care and trust. I know Christine is looking out for my best interests, and that peace of mind is invaluable. Thanks to her guidance, I feel more confident about my financial future and grateful to have someone I truly trust in my corner.

I wouldn’t hesitate to recommend her to anyone looking for a knowledgeable advisor who leads with both skill and heart.

Mandy Puntis is a nice lady. I met her a lot times at this few months. She helped my friend to apply the Mortgage and helped me too.
She is always good service to us.
Thanks a lot of her help!
From Anita Wong

James Grant is a very pleasant, professional person and puts things into plane English for me to understand.

Christine has managed my mortgage for several years now, since moving. She makes the process very easy, understandable and above all, goes out of her way to make everything stress-free. I would thoroughly recommend her to anybody.

This company has had my best interest. The first to the last meeting was very informed.