A huge thank you to Olivia for helping with our mortgage renewal. She has made our mortgage renewal easy and she has really looked out for us. She walked us through all the options and thoroughly exp... Voir plus
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Lisez les avis des autres
Christine Poynter has been a superb mortgage broker, keeping her eyes on what we need to do and when, finding appropriate deals, and helping with our questions and concerns when these have arisen
I have always found Beals to provide a very professional service.. good communication regarding appointments etc. I trust Dean Fermie, my Adviser, to provide a clear and comprehensive review that, as... Voir plus
Both Tim Meiris and Bruce Tomlinson at Beals did a great job for several remortgages. Professional service, informative and helpful throught the whole process each time.
À propos de l'entreprise
- Planificateur financier
- Conseiller financier
- Compagnie d'assurance habitation
- Assurance de protection des revenus
- Courtier d'assurances
- Conseil en investissement
Écrit par l'entreprise
"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
Coordonnées de contact
Head Office, Unit 1, Fulcrum 2, Solent Way, Whiteley, Fareham, Hampshire, PO15 7FN, Fareham, Royaume-Uni
- 01489585581
- info@bealsfs.co.uk
- bealsfs.co.uk
Demande des avis aux clients
Cette entreprise invite régulièrement ses clients à laisser des avis, qu’ils soient positifs ou négatifs.
Comment cette entreprise utilise Trustpilot
Découvrez comment les avis de l’entreprise sont collectés, notés et modérés.
Remortgages
Both Tim Meiris and Bruce Tomlinson at Beals did a great job for several remortgages. Professional service, informative and helpful throught the whole process each time.
Mortgage Renewal
A huge thank you to Olivia for helping with our mortgage renewal. She has made our mortgage renewal easy and she has really looked out for us. She walked us through all the options and thoroughly explained every step of the way.
10/10 would recommend.
excellent mortgage brokering
Christine Poynter has been a superb mortgage broker, keeping her eyes on what we need to do and when, finding appropriate deals, and helping with our questions and concerns when these have arisen
I have always found Beals to provide a…
I have always found Beals to provide a very professional service.. good communication regarding appointments etc.
I trust Dean Fermie, my Adviser, to provide a clear and comprehensive review that, as a lay person, I can understand. He is very reassuring and measured in his approach. The Outcome Report is clear, concise and matches the discussion.
Very pleased
James is absolutely brilliant
James is absolutely brilliant. He has been looking after my pension pot for quite a few years now and I can only speak highly of him as a financial advisor and a person!
I recommend him with all my heart!
Tim and Bruce were fantastic in…
Tim and Bruce were fantastic in supporting me during a very lengthy and stressful house purchase. They provided advice and support throughout and were able to get my mortgage offer extended and over the line.
I found Daniel to be very professional
I found Daniel to be very professional, but at the same time relaxed and approachable with any questions I had. He displayed a great deal of knowledge on my pension situation and finances going forward. I would highly recommend!
Excellent service start to finish
Tim from Beals Mortgage and financial services was professional, caring and extremely patient helping us jump through numerous hoops and never stopped searching for the right mortgage. When we met him he was so reassuring. After that initial meeting he was always at the end of a phone or email, keeping us informed how things were going his end. The service we received was excellent from start to finish. Having now made it to exchange and completion we would wholeheartedly recommend Tim to anyone looking for a mortgage.
Telephone review with Dean…
I had a telephone review with Dean Fermie. He always gives me sound advise for my pension, enabling growth and income to be roughly equal.
I received excellent advice from Mark…
I received excellent advice from Mark Hurst whilst considering remortgage options. Mark's advice was extremely honest and I really appreciated that. Thank you Mark.
Highly professional
I used Beals a number of times now and always get great service. Tim is highly professional and always gets us the best deal on offer. I'd highly recommend.
Absolutely incredible experience
After working with Clare Cheeseman for the duration of acquiring the mortgage and completing the purchase I can honestly rate the experience 5 stars. I had a particularly tricky process and Clare was there for me at the drop of a hat every step of the way. It really is a true testament to the work she does at Beals and I can’t recommend herself or Beals enough. The service was incredible and I was never left wondering what was going on or how to do certain things. As a very young first time buyer this was a massive help. Thank you Beals and most importantly thank you Clare for providing me with a seamless and reliable solution to all problems that arose during the process.
Will.
Clare made it so easy simple now hassle…
Clare made it so easy simple now hassle straightforward job done
Would always go that extra mile so so…
Mrs Christine Poynter Would always go that extra mile so so helpful lovely to deal with
Trevor explains everything in detail…
Trevor explains everything in detail and he is easy to understand I am really pleased with my pension
Clare has made my remortgage experience…
Clare has made my remortgage experience as simple as possible. She actively keeps up to date on new lower rates and has kept me informed the entire time.

Réponse de Beals Mortgage & Financial Services
Danial made everything easy on my…
Danial made everything easy on my pension plans .. conducted himself very professionally and efficiently .
I would recommend the company 100%

Réponse de Beals Mortgage & Financial Services
Great help and support from Beals finances
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.

Réponse de Beals Mortgage & Financial Services
Beals and James Grant are to be highly recommended.
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.

Réponse de Beals Mortgage & Financial Services
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