Beals Mortgage & Financial Services Reviews 474

Highly recommend Christine from Beals. Very helpful from start to finish. She leaves no question unanswered and does everything in her power to find you the best deal. 5 stars from us as first time buyers!

The company is very efficient and its fees are reasonable. The financial advisor is very professional and gives clear and concise explanations in plain English. I am very pleased on the performance of the investment under Beals' management.

Great service

Christine from Beals Mortgage & Financial Services has always got me the best offer when my fixed term is about to come to an end. No hassle what so ever.

My experience with Gary Jackson( my financial planner) is good because Gary knows and understands my personal circumstances very well, as we have worked together for many years. He always listens and gives fair impartial advice.

Holly Giles maintained the high level of service and expertise I had received from previous
Adviser Alex Hudson. Terry fleet

Had a full pension review with Gary Jackson and couldn’t be happier with the advice. He took the time to explain everything properly and made sure I understood my options. No pressure, just honest and helpful guidance. I feel much more in control of my future now. Highly recommend! Lisa

Paul Janes as always gives very good advice. Explained professionally and easy for me to understand. Answers any questions I have

Always a very friendly and professional service. I have used Beals for a long time now and find Mandy fabulous to work with

It is always a clear, concise conversation with James. Different aspects reviewed and always a clear outcome to move forward with.

I would like to say beals couldn’t have done any better for me excellent communication and service with good returns on my pension investment especially Dominic higham whom has been excellent and gone above and beyond for my needs

The financial planner was very easy to talk to, listened and spoke using language I could understand. The pension had made very good growth over the past year and all in all I was very happy with the service

My financial adviser, Mark Hurst, delivers a first class service each and every time, with the utmost clarity. He is just a call, or email away, if any financial advice, or access to funds is required. Thank you Mark, your a credit to your profession and Beals Wealth Management.

Great advice from Trevor in regards to my pension, always on hand with any issues. Very happy with the service . Thanks again

I can’t recommend Neil Adams highly enough. He made what can be a complicated area (pensions and company insurances) feel simple and well-managed. He was thorough, transparent, and always available for questions, and he tailored the recommendations to what actually made sense for me rather than a generic solution. If you want an IFA who’s knowledgeable, forward thinking, and genuinely on your side — Neil’s your guy

I have been receiving advice from Neil Adams since 2016, when I transferred my pension out of a public sector scheme. Neil has helped me plan for my retirement (imminent) and gives easy to consume wealth management advice that allows me to make key decisions.
Neil is also very personable and we have developed a very good relationship over the last decade and crucially, I trust him to provide the best advice for me and of course my family.

Always very helpful and professional. James has been very good at explaining the pension mystery.

Mike is friendly, patient and extremely knowledgeable.

Friendly and fully informed conversation

I have been with Beals for over ten years and have consistently received excellent service. Trevor has been my financial adviser throughout this time, and he is always professional, knowledgeable, and approachable. He takes the time to clearly explain options and ensure I feel confident and informed when making financial decisions. I trust his advice completely and would highly recommend both Trevor and the company to anyone seeking reliable financial guidance.

Thanks
Rebecca