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
Bien que nous ne vérifiions pas les affirmations individuelles, car les avis reflètent l’opinion personnelle des utilisateurs, certains avis sont accompagnés du statut « vérifié » lorsqu’il est possible de confirmer qu’une interaction avec l’entreprise a eu lieu. En savoir plus
Pour protéger l’intégrité de la plateforme, chaque avis, qu’il soit vérifié ou non, est analysé par notre logiciel automatisé 24 h/24 et 7 j/7. Il identifie et retire tout contenu qui enfreint nos conditions d'utilisation, y compris les avis qui ne se basent pas sur des expériences authentiques. Nous sommes conscients que nous ne pouvons pas tout détecter, et vous pouvez nous signaler tout élément qui aurait pu nous échapper. En savoir plus
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.
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Bealsweath
This company has had my best interest. The first to the last meeting was very informed.

Réponse de Beals Mortgage & Financial Services
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.

Réponse de Beals Mortgage & Financial Services
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

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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

Réponse de Beals Mortgage & Financial Services
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.

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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

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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 👍

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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🤩

Réponse de Beals Mortgage & Financial Services
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!

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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.

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mortgage
Our case was handled by Mandy PUNTIS were always quick to answer our queries.Great communication and customer service, would recommend. Thanks again!

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Daniel is very knowledgeable
Daniel is very knowledgeable, approachable, and helpful

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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.

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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.

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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.

Réponse de Beals Mortgage & Financial Services
Excellent service from Tracy.
Excellent service from Tracy.
A pleasure to deal with and would highly recommend.

Réponse de Beals Mortgage & Financial Services
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

Réponse de Beals Mortgage & Financial Services
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

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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.

Réponse de 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.

Réponse de Beals Mortgage & Financial Services
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