Beals Mortgage & Financial Services Avis 

We discussed all my financial matters not just my pension

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

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

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.

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!

Tracy was brilliant from start to finish. She was incredibly helpful throughout the entire process. Would definitely use her again!

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.

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

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.

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

Tracy Farrington has provided me with an excellent service since I have been working woth her. I woukd highly recommend her.

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

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.

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.

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.

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!!

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.

Tracy helped us from start to end with our mortgage application. As first time buyers to was a daunting experience, but Tracy explained everything so well and made it so simple and easy for us. We couldn’t be more thankful for Tracy‘s help and support.

The constructive approach of the advisor and understanding of my situation was extremely positive and helpful.

James offers a professional yet personal service, with consideration for our specific needs and risk appetite. He is extremely knowledgeable in all aspects that we have explored and is happy to direct us elsewhere when his area of expertise differs to that of our needs.
He has enabled us to put our money in a pot that has exceeded the growth rate of any options that i was personally considering.... thank you.