Beals Mortgage & Financial Services Avis 

My pension advisor Daniel Pyle at Beals is very good at advising me of all my options when it come to my pension and what is available now and in the future and what the future forecast might be and I do feel that due to not being rushed when seeking advise I am able to ask questions and have them explained in a way that I can understand which is very helpful has having the knowledge gives me the confidence to be able to make decisions about my future and any thing that I need to do to have a retirement with the knowledge and the information that Daniel Pyle has given me which makes it easier to have the confidence to use this company and to have a advisor who is very helpful and Iwould highly recommend this advisor and the company to whom he works has this is the most important decision you are going to have to make and at when something has important has this you need to have a advisor you can speak to and trust.

I had a meeting with my advisor Trevor Wallbridge. He went through all my details, told me how well my pension was performing which is excellent news.
I am extremely happy about the decision I made back in February to change to Quilter. The advice Trevor gave me was explained to me perfectly and in way I understood. I would 100% recommend Trevor.

The knowledge of my FA made the decision regarding my Pension an easy one. Giving Trevor the responsibility of managing the safe growth was very reassuring. The growth from month to month day to day has been immense and puts a smile on my face every day.

James has been very helpful and supportive in organising my financial stability following retirement and recent bereavement. Much appreciated.

I have used Beals many times for my mortgage & financial requirements and I am always impressed at the service provided, and my point of contact, Christine Poynter in particular is extremely efficient.

Christine Poynter helped me a lot during the process of selling my home and sorting out the finances.

Initially I had Louise as my estate agent, however she left when the the company was taken over by Charters.
So, I was left without any support from the office.
Christine was so helpful during the sale of my house, and dealing with the purchase of another property.

This review follows receipt of Beals's Written Report, following my Annual Review meeting with their Advisor, Will Ashley.
The Report was clear and well-written, in user-friendly language. Evidently, time and trouble had been taken to ensure that its contents were understandable to all.
The contents of the Report captured our discussion, with one notable exception. I have raised this with Will Ashley and await his response.
Generally, I would say that, in respect of these Reviews and Reports, Beals have raised their game.

Christine Poynter sorted everything and kept us informed the whole way through. We got a good rate and very happy with the service provided. Would recommend

Excellant service and communication, highly recommend.

Dean (financial planner) is very helpful and explains all details very well to understand.

We have great confidence in Beal’s services and continue to receive regular updates and valuable guidance. The reports and planning documents are excellent, especially when our adviser Mike Smith has explained them!

Ok hopefully now I can get my pension

A really lovely team of advisors, especially Chris M, always on hand to answer questions and advise where appropriate. The yearly reviews are really helpful to ensure the pension is on the right track, but they call you mid-year if they recommend a change to any products. Really reassuring to have them assisting with and looking after my private pension.

I received good advice from my advisor and the decision I made was implemented swiftly and successfully.

Excellent service from Christine Poynter. Made everything so easy and found me a really competitive mortgage. Would highly recommend and will Definately use again.

We used Tim when moving house and he made the whole process extremely easy and clear to understand. We felt stuck using online bank tools not being able to get the houses we wanted but Tim was able to supervise our whole process and secured a higher loan on a good rate which lead us to complete on an amazing forever home for our young family.

Although there was some hiccups along the way with getting the mortgage offer on the property, this was completely out of Tims control and he was very responsive with talking to the lender to gather more information about the issue which thankfully got resolved.

Tim and Beals helped us organise everything, even down to getting us in with a great solicitor. We are truly grateful for everything and I’m now completely convinced that everyone should appoint a mortgage broker when taking on an already stressful process like moving and we will personally be recommending Tim to anyone who asks us.

Thank you for all your help and hard work Tim

Emma and Sam

Trevor has been extremely professional and helpful over the years.

Just completed a Pension Transfer through Beals FS, delighted by the service provided. Chris thoroughly went through demands and needs with me to ensure the correct product was supplied. Would highly recommend their services.

Professional and friendly advice from Chris Milczarek. Comprehensive review of all areas and future planning.