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
Highly recommend
Tracy has been amazing from the beginning so helpful and informative through the whole process. Always kept us up to date throughout the mortgage journey. Thank you so much

Antwoord van Beals Mortgage & Financial Services
Happy to help
I’ve been dealing with Tracy recently and she has been a huge help to me. Always goes the extra mile to answer any questions I have and make sure they’re explained properly for me.

Antwoord van Beals Mortgage & Financial Services
Tracy helped my partner and I find a…
Tracy helped my partner and I find a great mortgage, and was so clear about explaining everything at each step of the way. Would thoroughly recommend them, for anyone looking to do things without the least amount of stress and hassle. Delightful service, would recommend using them, fees more than fair for the weight removed with their assistance.

Antwoord van Beals Mortgage & Financial Services
Paul Janes Progress Check
We discussed all my financial matters not just my pension

Antwoord van Beals Mortgage & Financial Services
Trevor Wallbridge
We would just like to thank Trevor Wallbridge for his friendly but professional manner in which he has supported us in the many financial deals over the years. Most of all for his solid and experienced advice on our pensions. We both truly thank you from the bottom of our hearts.
Monique and Robert Wiggins

Antwoord van Beals Mortgage & Financial Services
I would like to say my experience with…
I would like to say my experience with beaks/ quilter has been nothing but brilliant especially the work done by Trevor to make my pension a worthy anount ,always a pleasures to hear from Trevor can’t thank him enough for all he has done

Antwoord van Beals Mortgage & Financial Services
I’ve used Christine for a number of…
I’ve used Christine for a number of years now to sort my mortgages and she’s always been extremely helpful. Great advice, great service, and very professional. I’d strongly recommend anyone to use her services.

Antwoord van Beals Mortgage & Financial Services
Our adviser Christine Poynter was very…
Our adviser Christine Poynter was very friendly and professional I immediately felt at ease and less stressed about the mortgage process. No question was too silly and she always kept us up to date with the application process along the way. We will definitely be coming back to Christine for our renewal!! Perfect service!

Antwoord van Beals Mortgage & Financial Services
Tracy was brilliant from start to…
Tracy was brilliant from start to finish. She was incredibly helpful throughout the entire process. Would definitely use her again!

Antwoord van Beals Mortgage & Financial Services
stocks and shares ISA
I've been with Beals wealth management for a year now and I'm very happy with the investment I've made through them. Chris Milczarek has been very helpful as an adviser as well.

Antwoord van Beals Mortgage & Financial Services
Highly recommend
We've been using Tracey for over 20 years now, she always goes above and beyond, always so informative & efficient. Highly recommend.

Antwoord van Beals Mortgage & Financial Services
Tracy Farrington was fantastic from…
Tracy Farrington was fantastic from start to finish, she explained everything clearly so we understood the process which made it very easy. We will definitely be recommending Tracy to family and friends and will be back when its time to renew our morgage.

Antwoord van Beals Mortgage & Financial Services
I have known Tim Meiris for a number of…
I have known Tim Meiris for a number of years. He is always extremely polite and professional. Nothing is ever too much trouble and he is always willing to help. Tim has gone above and beyond to get me the best deal for my mortgage and I couldn't be more grateful. Thank you so much

Antwoord van Beals Mortgage & Financial Services
Tracy Farrington, great service
Tracy Farrington has provided me with an excellent service since I have been working woth her. I woukd highly recommend her.

Antwoord van Beals Mortgage & Financial Services
Highly recommend Tracy & the Beals team
Have dealt with Beals for a few years now & really pleased with their service. Tracy, who has worked with me on my mortgage, has always been very quick to respond & all with a friendly manner. Would definitely recommend Tracy & the Beals team in general

Antwoord van Beals Mortgage & Financial Services
Top quality service
Over many years Tracy has been my go to for all my mortgage requirements. As always a high standard professional service is given and always makes my life that bit easier.

Antwoord van Beals Mortgage & Financial Services
Tracy Farrington
Tracy Farrington has been assisting me with mortgages for a while now and her service is second to none on each occasion. Tracy offers full transparency and with being able to search a wider market you can trust a best mortgage deal is always sourced for you.

Antwoord van Beals Mortgage & Financial Services
Very helpful and would definitely recommend!
We recently just moved home and when we came across Tracy the mortgage advisor for Beal’s. We couldn’t have asked for a more lovely person to help. Very quick at responding. Very patient with us with all the questions. Who explained everything so well. We will definitely always recommend Tracy to anyone needing mortgage advice.

Antwoord van Beals Mortgage & Financial Services
Excellent advise received
Two years ago my fixed rate mortgage was nearing its end date and I was due to contact my mortgage provider, as I usually do, to see what rates they had to offer, I also decided to obtain quotes from other mortgage providers. I contacted Chris Poynter at Beales, she was very helpful. With my previous mortgage company I had a part repayment and part interest only mortgage. Chris advised I could change my mortgage to just a repayment mortgage, the company I was with didn’t offer this option to me when I contacted them on previous occasions. Chris was able to extend my mortgage by 5 years with a competitive percentage rate and she halved my monthly payments! That two year deal expires March 2026 and already Chris has contacted me for a mortgage review and again she has saved me more on monthly payments. Brilliant service, Chris is so efficient!!

Antwoord van Beals Mortgage & Financial Services
An excellent mortgage service
Our mortgage adviser, Tracy Farrington, provided an excellent service throughout. She sourced us the best mortgage to suit our requirements demonstrating an excellent understanding of our needs at every juncture. Her communication was helpful at all stages and through her guidance we were able to secure our mortgage without any issues. We highly recommend Tracy.

Antwoord van Beals Mortgage & Financial Services
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