Beals Mortgage & Financial Services Reviews 476

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*

Fantastic service from start to finish on a complicated buy to let mortgage.
Thank you Tracy Farrinton and team

Will Ashley always makes easy to understand sense of, for me, complicated financial jargon. His calm explanations about pension risk and reward, is so straight forward that I never have any questions. Armed with all the information, I am confident with dealing with my pensions future. Thank you Will.

James is very
professional and a credit to Beals Mortgage and Financial Services .

Neil was fantastic throughout the whole process. He kept me updated regularly, explained everything clearly, and guided me through what could have been a very confusing process with HMRC and pension transfers.

Thanks to Neil’s help and persistence, I ended up receiving a tax refund that I probably wouldn’t have chased properly myself. He was always responsive, professional, and genuinely helpful from start to finish.

I would highly recommend Neil and Beals Wealth Management to anyone looking for honest financial advice and excellent customer service.

Mark Hurst has provided me with excellent pension advice for many successful years. He patiently listens to me and guides me through each process. His customer service is exceptional, as his responds soonest with knowledgeable, effective and professional support.
He is the only person I trust with my finances his advice is invaluable to me.

In all the years of being with James at Beals he has been nothing but knowledgeable professional and understanding. Great company! I cant speak highly enough of James also! M Butler

Working with Gary Jackson on a very detailed deal, nothing was too much trouble. As always he exceeded my expectations.

As usual first class service provided by James Black on behalf of Beals Wealth.

Tim Meiris arranged my mortgage, he was professional, kind and patient guiding me through each step. He got me the best offer and held my hand through the process which was daunting as my first time doing it alone. He was available by phone/email for advice in-between appointments. He made it simple and stress-free for me and I would highly recommend him.

The Clair was very helpful, kept me informed every step of the way, it was easy keeping in contact via What's App.
No unhelpful jargon, plain and simple.
Thank you Clare

Tim supported me in finding the best mortgage availble and through a hassle free approval process. Everything was very easy and clear, resulting in a speedy approval. I highly recommend using Beals for any financial services you may require.

Tim was extremely helpful dealing with a complex application.

Service was excellent and pain free. Would recommend to others

Couldn't recommend enough, Christine Poynter has always had our best Interests in mind and found the right product for us at the right time, depending on if we were moving or re mortgaging. Christine even managed to find us a great deal on life insurance.

I trust the advice given and the simple process when needed. Gary Jackson