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... Toon meer
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Lees wat reviewers zeggen
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... Toon meer
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 simpl... Toon meer
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 w... Toon meer
Bedrijfsgegevens
- Financiële planner
- Financieel adviseur
- Tussenpersoon voor woningverzekering
- Inkomensbescherming verzekering
- Verzekeringsmakelaar
- Beleggingsadvies
Geschreven door het bedrijf
"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
Contactgegevens
Head Office, Unit 1, Fulcrum 2, Solent Way, Whiteley, Fareham, Hampshire, PO15 7FN, Fareham, Verenigd Koninkrijk
- 01489585581
- info@bealsfs.co.uk
- bealsfs.co.uk
5,0
Uitstekend
474 reviews
Zo gebruikt dit bedrijf Trustpilot
Ontdek hoe ze hun reviews verzamelen, beoordelen en modereren.
Mandy Puntis is a nice lady
Mandy Puntis is a nice lady. I met her a lot times at this few months. She helped my friend to apply the Mortgage and helped me too.
She is always good service to us.
Thanks a lot of her help!
From Anita Wong
8 december 2025
Review zonder uitnodiging
Antwoord van Beals Mortgage & Financial Services
Thank you, Anita, for reviewing your experience at Beals Mortgage and Financial Services! Mandy will be overjoyed to hear your positive feedback :) Our staff are handpicked for their customer service, professionalism, and knowledge. We hope you have a great day.
James Grant is a very pleasant
James Grant is a very pleasant, professional person and puts things into plane English for me to understand.
30 oktober 2025
Review zonder uitnodiging
Antwoord van Beals Mortgage & Financial Services
Hi, thank you ever so much for your lovely feedback. James will be delighted to hear this! We hope you have a great day!
Professional & Very Effective
Christine has managed my mortgage for several years now, since moving. She makes the process very easy, understandable and above all, goes out of her way to make everything stress-free. I would thoroughly recommend her to anybody.
12 december 2025
Review zonder uitnodiging
Antwoord van Beals Mortgage & Financial Services
Hi Rob, thank you for reviewing your experience with Beals Wealth Management. Feedback like this means the world to us. Christine will be overjoyed to hear your positive feedback. Have a good day, we hope to hear from you soon!
Bealsweath
This company has had my best interest. The first to the last meeting was very informed.
11 december 2025
Review zonder uitnodiging
Antwoord van Beals Mortgage & Financial Services
Hi Kevin, thank you ever so much for your lovely feedback. The team will be delighted to hear this! We hope you have a great day!
Outstanding Service
I have always taken financial advice from Christine Poynter. She is incredibly knowledgeable in this field with years of experience. She explains the process with great detail and I trust her professional recommendations implicitly. I would recommend her to all my friends and family. Great advice and guidance throughout the whole mortgage process.
11 december 2025
Review zonder uitnodiging
Antwoord van Beals Mortgage & Financial Services
Hi Jacqui, Thank you for taking the time to review Beals Mortgage & Financial Services. Christine was so glad she was able to provide you a great experience. Our staff are handpicked for their customer service, professionalism, and knowledge. We hope to hear from you soon. Have a great day!
Amazing service from Christine
Christine has offered a brilliant and professional service from the get go. Really knowledgeable, friendly and communication has been 10/10 since the start of our buying process. Really really recommend
11 december 2025
Review zonder uitnodiging
Antwoord van Beals Mortgage & Financial Services
Hi Maisie, Thank you for your lovely review. Feedback like this means the world to us. Christine was delighted to hear you had such a great experience with us! We hope you have a great day! :)
Dean Fermie, my Beals advisor
Dean Fermie has been my advisor for several years and I have always felt valued as a client.
I believe the advice I've been given has recognised my attitude to risk and longer term objectives
2 december 2025
Review zonder uitnodiging
Antwoord van Beals Mortgage & Financial Services
Hi Martin, thank you ever so much for your lovely feedback. Dean will be delighted to hear this! We hope you have a great day!
My Financial Advisor Claire Cheeseman…
My Financial Advisor Claire Cheeseman Always "Goes The Extra Mile" With All The Help And Advice She Gives To Me And She Cleary Explains All The Financial Complexities Of The Pension Markets And How My Platform Is Performing Which Leaves Me Very Able To Make Sound Decisions Regarding My Pension.
10 december 2025
Review zonder uitnodiging
Antwoord van Beals Mortgage & Financial Services
Hi Richard, Thank you for taking the time to review Beals Mortgage & Financial Services. Clare was so glad she was able to provide you a great experience. Our staff are handpicked for their customer service, professionalism, and knowledge. We hope to hear from you soon. Have a great day!
Tim Meiris was terrific in every way…
Tim Meiris was terrific in every way possible in so much the process was easy to understand and Tim took all the pressure off my situation and sorted my new mortgage out in a matter of days. Would recommend to anyone needing clear and concise help. Thank you so much Tim
1 december 2025
Review zonder uitnodiging
Antwoord van Beals Mortgage & Financial Services
Thank you, Sylvia, for reviewing your experience at Beals Mortgage and Financial Services! Tim will be overjoyed to hear your positive feedback :) Our staff are handpicked for their customer service, professionalism, and knowledge. We hope you have a great day.
Pension review
My first pension review with this company and the were very informative and spoke in a clean and understanding way and my funds are also doing very well 👍
4 december 2025
Review zonder uitnodiging
Antwoord van Beals Mortgage & Financial Services
Hi Neil, thank you ever so much for your lovely feedback. The team will be delighted to hear this! We hope you have a great day!
Tracy Farrington
Tracy Farrington, at Beals - is amazing, really helpful and knows how to word things for people like me who don’t understand. We have used Tracy for 5 years on and off, and have always said how great she is. Very welcoming and always there for a question or a chat. Very knowledgeable and gets things done in a timely manner🤩
2 december 2025
Review zonder uitnodiging
Antwoord van Beals Mortgage & Financial Services
Hi Daisy, Thank you for your lovely review. Feedback like this means the world to us. Tracy was delighted to hear you had such a great experience with us! We hope you have a great day! :)
Alex and Clare are both great advisors
Alex and Clare are both great advisors. You receive excellent advice and guidance, regular communications and the mortgage that best suits your needs. We have great trust in them and wouldn’t use anyone else!
2 december 2025
Review zonder uitnodiging
Antwoord van Beals Mortgage & Financial Services
Hi Charlotte, thank you for reviewing your experience with Beals Wealth Management. Feedback like this means the world to us. Alex & Clare will be overjoyed to hear your positive feedback. Have a good day, we hope to hear from you soon!
Great financial advice
Neil Adams was a fantastic help to me when trying to navigate my father's financial affairs. He put me at ease and explained everything in detail helping me to feel confident about making the best decisions.
19 november 2025
Review zonder uitnodiging
Antwoord van Beals Mortgage & Financial Services
Hi Clare, Thank you for taking the time to review Beals Mortgage & Financial Services. Neil was so glad he was able to provide you a great experience. Our staff are handpicked for their customer service, professionalism, and knowledge. We hope to hear from you soon. Have a great day!
mortgage
Our case was handled by Mandy PUNTIS were always quick to answer our queries.Great communication and customer service, would recommend. Thanks again!
24 november 2025
Antwoord van Beals Mortgage & Financial Services
Hi, thank you ever so much for your lovely feedback. Mandy will be delighted to hear this. We hope you have a great day!
Daniel is very knowledgeable
Daniel is very knowledgeable, approachable, and helpful
26 november 2025
Review zonder uitnodiging
Antwoord van Beals Mortgage & Financial Services
Hi, thank you ever so much for your lovely feedback. Dan will be delighted to hear this. We hope you have a great day!
Annual financial review
Had my first annual review with Trevor Wallbridge yesterday. Everything was explained very clearly and Trevor gave such good and helpful advice.
25 november 2025
Review zonder uitnodiging
Antwoord van Beals Mortgage & Financial Services
Hi, thank you ever so much for your lovely feedback. Trevor will be delighted to hear this! We hope you have a great day!
I have just completed on my new house…
I have just completed on my new house and the service, support and advice I received from Tracy was nothing short of amazing.
If you need a mortgage, go and see this lovely lady.
12 november 2025
Review zonder uitnodiging
Antwoord van Beals Mortgage & Financial Services
Hi Scott, Thank you for your lovely review. Feedback like this means the world to us. Tracy was delighted to hear you had such a great experience with us! We hope you have a great day! :)
Pension advice
I am sure the level of support and attention to detail provided by my Beal's financial planner Trevor Wallbridge is second to none.
Since moving my private pension across to Beals it has taken off.
20 november 2025
Review zonder uitnodiging
Antwoord van Beals Mortgage & Financial Services
Thank you, John, for reviewing your experience at Beals Mortgage and Financial Services! Trevor will be overjoyed to hear your positive feedback :) Our staff are handpicked for their customer service, professionalism, and knowledge. We hope you have a great day.
Excellent service from Tracy.
Excellent service from Tracy.
A pleasure to deal with and would highly recommend.
6 november 2025
Review zonder uitnodiging
Antwoord van Beals Mortgage & Financial Services
Hi Lee, thank you ever so much for your lovely feedback. Tracy will be delighted to hear this! We hope you have a great day!
Massive thanks to Tracy for her…
Massive thanks to Tracy for her impeccable service helping with my mortgage and life insurance needs. Much appreciated and will be highly recommending amongst family and friends
3 november 2025
Review zonder uitnodiging
Antwoord van Beals Mortgage & Financial Services
Hi Sam, Thank you for your lovely review. Feedback like this means the world to us. Tracy was delighted to hear you had such a great experience with us! We hope you have a great day! :)
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