Beals Mortgage & Financial Services Avis 

491
TrustScore 5 sur 5

5,0

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Lisez les avis des autres

Noté 5 sur 5 étoiles

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

Noté 5 sur 5 étoiles

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

Noté 5 sur 5 étoiles

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

Noté 5 sur 5 étoiles

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

  1. Planificateur financier
  2. Conseiller financier
  3. Compagnie d'assurance habitation
  4. Assurance de protection des revenus
  5. Courtier d'assurances
  6. 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

5,0

Excellent

TrustScore 5 sur 5

491 avis

5 étoiles
4 étoiles
3 étoiles
2 étoiles
1 étoile

Demande des avis aux clients

Cette entreprise invite régulièrement ses clients à laisser des avis, qu’ils soient positifs ou négatifs.

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5,0

Tous les avis

(491)

201 avis reçus au cours des 12 derniers mois

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Les entreprises sur Trustpilot n’ont pas le droit d’offrir des incitatifs ni de payer pour masquer des avis. Les avis reflètent l’opinion des utilisateurs et non celle de Trustpilot. En savoir plus

Noté 5 sur 5 étoiles

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.

2 juillet 2026
Avis spontané
Noté 5 sur 5 étoiles

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.

7 juillet 2026
Avis spontané
Noté 5 sur 5 étoiles

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

1 juillet 2026
Avis spontané
Noté 5 sur 5 étoiles

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.

26 juin 2026
Avis spontané
Noté 5 sur 5 étoiles

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!

23 juin 2026
Avis spontané
Noté 5 sur 5 étoiles

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.

18 juin 2026
Avis spontané
Noté 5 sur 5 étoiles

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!

17 juin 2026
Avis spontané
Noté 5 sur 5 étoiles

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.

15 juin 2026
Avis spontané
Noté 5 sur 5 étoiles

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.

1 mai 2026
Avis spontané
Noté 5 sur 5 étoiles

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.

1 juin 2026
Avis spontané
Noté 5 sur 5 étoiles

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.

28 mai 2026
Avis spontané
Logo de Beals Mortgage & Financial Services

Réponse de Beals Mortgage & Financial Services

Thank you Dan for taking the time to review your experience with our adviser Clare, we really appreciate it! Thank you for choosing us.

Noté 5 sur 5 étoiles

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%

22 mai 2026
Avis spontané
Logo de Beals Mortgage & Financial Services

Réponse de Beals Mortgage & Financial Services

Thank you Phil for taking the time to review your experience with our adviser Daniel, we really appreciate it! Thank you for choosing us.

Noté 5 sur 5 étoiles

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.

21 mai 2026
Avis spontané
Logo de Beals Mortgage & Financial Services

Réponse de Beals Mortgage & Financial Services

Thank you Jacqueline for taking the time to review your experience with our adviser Holly, we really appreciate it! Thank you for choosing Beals.

Noté 5 sur 5 étoiles

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.

19 mai 2026
Avis spontané
Logo de Beals Mortgage & Financial Services

Réponse de Beals Mortgage & Financial Services

Thank you Graham for taking the time to review your experience with our adviser James, we really appreciate it! Thank you for choosing Beals.

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