Beals Mortgage & Financial Services Reviews 476

Clare has been a vital part of my mortgage journey. Not only did she secure some of the best offers from lenders, but she also provided clear, practical advice that helped me make a confident and informed decision.

Whenever I needed guidance, Clare was always available and quick to respond. She is incredibly friendly, approachable, and highly professional throughout.

If you’re looking for a reliable mortgage advisor, I highly recommend asking for Clare!

My experience of Chris at Beals has always been informative, professional and helpful.

Excellent service as always by Beals Wealth Management and I am made to feel part of a family rather than just a customer
James always explains everything in a clear and concise manner and I would no hesitation in recommending him .

As always since meeting Trevor Wallbridge in 2015. I have to say it has been so reassuring to know you have our back financially we are completely stress- free and relaxed that our financial future is with Trevor
Many thanks Keith and Angela

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!

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

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,

James was really informative helpful and attentive with my financial enquiry

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

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

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.

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

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.

Very helpful friendly and keeps it straight forward

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

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 ⭐️⭐️⭐️⭐️

Trevor is always very knowledgeable and explains everything in detail

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!

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 :)