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... Vis mer
Vi bekrefter ikke spesifikke uttalelser siden en forfatters mening er hens egen, men vi kan merke en anmeldelse som "bekreftet" når vi kan bekrefte at det har vært kontakt med virksomheten. Mer informasjon
For å beskytte plattformens integritet vil alle anmeldelser på plattformen—bekreftet eller ikke—bli undersøkt av vår automatiserte programvare (tilgjengelig hele døgnet). Denne teknologien er designet til å identifisere og fjerne innhold som bryter med retningslinjene våre, deriblant anmeldelser som ikke er basert på en faktisk erfaring. Vi vet at vi ikke kan fange opp alt. Hvis du tror at vi har gått glipp av noe, kan du rapportere det. Mer informasjon
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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... Vis mer
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 h... Vis mer
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 orga... Vis mer
Selskapet har svart
Informasjon om virksomheten
- Økonomirådgiver
- Finanskonsulent
- Boligforsikringsselskap
- Inntektsforsikring
- Forsikringsmegler
- Investeringstjeneste
Skrevet av virksomheten
"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
Kontaktopplysninger
Head Office, Unit 1, Fulcrum 2, Solent Way, Whiteley, Fareham, Hampshire, PO15 7FN, Fareham, Storbritannia
- 01489585581
- info@bealsfs.co.uk
- bealsfs.co.uk
Ber kundene om å skrive anmeldelser
Denne virksomheten oppfordrer kundene til å skrive anmeldelser, enten positive eller negative
Slik bruker virksomheten Trustpilot
Se hvordan anmeldelsene og vurderingene deres innhentes, vurderes og modereres.
Daniel Pyle has been very professional…
Daniel Pyle has been very professional in the interactions had between myself and my Partner, giving us the reassurance that we are dealing with the right expertise with regards to Daniel and the guidance and sound advice on offer from him.

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Daniel is prepared to answer questions…
Daniel is prepared to answer questions and explain options - easy to understand and doesnt baffle with jargon.

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I can’t recommend Christine highly…
I can’t recommend Christine highly enough. From the very beginning, she went above and beyond to find the best mortgage solution tailored specifically to my needs. What really stood out was her dedication — she took the time to explain every step, answered all my never-ending questions with patience, and offered honest, expert guidance throughout the entire process.
It’s clear she genuinely cares about her clients and wants the best outcome for them. Thanks to her support, what could have been a stressful experience felt manageable. If you're looking for someone who’s knowledgeable, reliable, and truly on your side, look no further. She's absolutely outstanding.
Will definitely be recommending her to friends and family.

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Beals financial and mortgage services review
Christine from Beals mortgage services made our application very easy by helping us step by step through some of the paperwork that we where unsure of what was required. This took a lot of pressure of us.She also found us a product that fitted our requirements.

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Christine Poynter - simply the best
I have chosen Christine Poynter as my mortgage advisor and by far she has been the most helpful person that I ever met.
She has been amazing during the last few months.
Always available to answer all my questions and clarify what for me was outside my area of expertise.
In the end it's a debt that I will carry with me for life because you made my property purchase dream possible.
Thank you

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What a blessing
I was lucky to come across Clare Cheesman whilst booking a viewing of a flat. My first flat had fallen through and the mortgage I had, didn't cover what I needed, which wasn't much, just a 1 bed flat. There were a few other issues involved and this was all discussed with Clare. She then was able to find me a mortgage I could afford and has been keeping an eye on my progress through the process. The whole business was made easier for me and I can't recommend them enough.

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Excellent
Excellent. Helped at every stage. Nothing was too much trouble. Would highly recommend

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Olivia Rowell was the fairy godmother to our house purchase
Olivia Rowell was the fairy godmother to our stressful house purchase! She made the process feel effortless and like we didn’t need to lift a finger! She is the reason we are still sane and stuck out our 9 month purchase! If you’re looking for someone to help, guide and make you feel heard Olivia is the person to go to! Thank you for all your hard work we will defiantly use you every time again without fail!

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Fantastic Service
Our remortgage completed last week after Will Ashley arranged it for us back in April. Will's customer service is fantastic, and he ensured that we had the best mortgage product for our needs. He listened to what we needed, was supportive and nothing was too much trouble. This is our second time with Will and we'll be back......see you in 5 years.

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Solid advice
We have an annual review with Paul Janes, who re-assures us of our investments and gives sound advice as to what steps to take in order to maximise our funds.

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Charles Boyd made the interview relaxed…
Charles Boyd made the interview relaxed and very informative.
We reviewed my account progress and I was impressed by the way it was presented to me.
The meeting was carried out in a relaxed but effective manner.

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Exceptional Service
Christine Poynter provided exceptional service as my mortgage advisor. From the initial consultation through to the completion of the process, everything was handled with professionalism and efficiency. She was always prompt in responding to queries and took the time to clearly explain every step. Her guidance made the experience straightforward and stress-free. I would highly recommend her to anyone seeking expert mortgage advice.

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Very informative and honest answers
Very informative and honest answers. Felt very confident with information provided

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Excellent service and excellent advice…
Excellent service and excellent advice always

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My advisor is Dean Fermie
My advisor is Dean Fermie. Dean is great to work with. So personable and yet very knowledgeable too. He has really done wonders with my financial planning. I am very happy with the work we are doing and would definitely recommend him.

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Beals Financial Services
Beals have kept on top of my portfolio and always recommend the best changes if applicable. I have been more than happy with their services for many years. Chris is a real delight to deal with.

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Great experience
Great experience, Christine made the process seamless and was really helpful every step of the way.

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First time buyer experience
Being a first time buyer, I wasn’t really sure of the purchase and mortgage process. Olivia Rowell from Beals Mortgage, from our first meeting until the process completion helped me day in day out and was really crisp and concise in her interactions with us.
Kudos to her.
I would really recommend Beals Mortgage and their services to all who are looking for their first home in the UK.

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Dealing with my fathers estate
Beals managed my late father’s pension fund and a smaller investment fund. When my mother and father both passed away at the start of this year my brother and I were left with the task of dealing with their affairs. Luckily they were organised and we quickly identified the accounts with Beals. Dad’s financial advisor Alex took the headache from us dealing with the two companies involved for us, obtaining and helping us complete the relevant forms in regards to the estate.
Alex was very helpful, considerate and empathetic given our circumstances.

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Dette er Trustpilot
Alle kan gi tilbakemelding på Trustpilot. De som skriver en anmeldelse, har rett til når som helst å redigere og slette den. Enhver publiserte anmeldelse er synlig så lenge en tilknyttet konto er aktiv.
Virksomhetene kan automatisk be kundene om anmeldelser, og disse blir bekreftet som faktiske opplevelser.
Lær mer om andre slags anmeldelser.
Vi har et eget team og smart teknologi som beskytter plattformen vår. Finn ut hvordan vi motvirker falske anmeldelser.
Lær om anmeldelsesprosessen på Trustpilot.
Verifisering kan bidra til å sørge for at anmeldelsene du leser på Trustpilot, er skrevet av faktiske personer.
Det kan gi en skjev TrustScore å tilby belønning for eller be bare enkelte kunder om å skrive en anmeldelse, og dette går imot retningslinjene våre.







