Beals Mortgage & Financial ServicesAnmeldelser 

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 a lay person, I can understand. He is very reassuring and measured in his approach. The Outcome Report is clear, concise and matches the discussion.

James is absolutely brilliant. He has been looking after my pension pot for quite a few years now and I can only speak highly of him as a financial advisor and a person!
I recommend him with all my heart!

Tim and Bruce were fantastic in supporting me during a very lengthy and stressful house purchase. They provided advice and support throughout and were able to get my mortgage offer extended and over the line.

I found Daniel to be very professional, but at the same time relaxed and approachable with any questions I had. He displayed a great deal of knowledge on my pension situation and finances going forward. I would highly recommend!

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 he was so reassuring. After that initial meeting he was always at the end of a phone or email, keeping us informed how things were going his end. The service we received was excellent from start to finish. Having now made it to exchange and completion we would wholeheartedly recommend Tim to anyone looking for a mortgage.

I had a telephone review with Dean Fermie. He always gives me sound advise for my pension, enabling growth and income to be roughly equal.

I received excellent advice from Mark Hurst whilst considering remortgage options. Mark's advice was extremely honest and I really appreciated that. Thank you Mark.

I used Beals a number of times now and always get great service. Tim is highly professional and always gets us the best deal on offer. I'd highly recommend.

After working with Clare Cheeseman for the duration of acquiring the mortgage and completing the purchase I can honestly rate the experience 5 stars. I had a particularly tricky process and Clare was there for me at the drop of a hat every step of the way. It really is a true testament to the work she does at Beals and I can’t recommend herself or Beals enough. The service was incredible and I was never left wondering what was going on or how to do certain things. As a very young first time buyer this was a massive help. Thank you Beals and most importantly thank you Clare for providing me with a seamless and reliable solution to all problems that arose during the process.

Will.

Clare made it so easy simple now hassle straightforward job done

Mrs Christine Poynter Would always go that extra mile so so helpful lovely to deal with

Trevor explains everything in detail and he is easy to understand I am really pleased with my pension

Clare has made my remortgage experience as simple as possible. She actively keeps up to date on new lower rates and has kept me informed the entire time.

Danial made everything easy on my pension plans .. conducted himself very professionally and efficiently .
I would recommend the company 100%

Holly at Beals finances was an absolute pleasure to deal with. Her advise, support and endless patience with all my questions about investment ISA's, made such a difference. This company have put my mind and ease and have talked me through the whole process. I would highly recommend Beals Advisors if you were looking to invest. Thanks again Holly.

Very happy with my annual investment review with James Grant. Twelve month portfolio performance exceeding 18% is well above what I had anticipated and I am very glad I made the decision to remove myself from my earlier investment advisor, who did little or nothing to look after my investments. James has looked after me brilliantly and I would have no hesitation in recommending him, Beals and Quilter.

Tracy helped navigate the lifetime mortgage I needed that suited me & my future, she was able to go through everything & was available when I had any queries. Very professional & helpful through the whole process.

Tracy is brilliant. She helped us 9 years ago to secure our first home and now we're moving on she's helped us again to buy a bigger home for our family.
She makes the complicated process very simple and easy and she always there to help.
We would recommend Tracy to anyone, you couldn't ask for a better service!

Tracy has been amazing to work with and has made our move to our family home seamless. We are returning customers, and will continue to recommend and use for all future mortgage deals. Tracy also organised our life insurance, with a quote that couldn’t be beaten - she understood our needs and worked to find the most appropriate option for us. 5*