close
Menu
close

Expert Financial Advice UK Wide

Trusted advice on pensions & retirement, mortgages, inheritance tax planning, and more.

Pension & Retirement Advice
Slide 1

FIND A FINANCIAL ADVISER NEAR YOU

Financial Advisers & Financial Planning Experts Across The UK

Financial Advisers & Financial Planning Experts Across The UK

5 Star Rated financial advice for pensions, investments, inheritance tax planning, mortgages and wealth management from trusted advisers.

CONTACT OUR TEAM
BOOK YOUR CONSULTATION
previous arrow
next arrow
3,900+

Active Pension 
& Investment Clients

We pride ourselves on providing a bespoke service tailored to each client’s needs.
£500M+

Funds Under Our Advice

We oversee over £500 Million in funds, conducting thorough annual reviews to ensure they remain aligned with our clients evolving financial goals.
10,700+

Mortgage Completions

We have successfully completed over 10,700 mortgages, providing trusted whole-of-market mortgage advice and  solutions.
5/5

Google Rating

With an Excellent rating from our clients, we consistently deliver expert financial advice, and exceptional service.

Financial Advisers Helping Clients Across The UK

Beals Wealth Management is a team of experienced financial advisers based in Whiteley, Fareham, Hampshire. We provide financial planning and wealth management services to individuals, families and business owners throughout the UK.

Whether you need pension advice, investment advice, retirement planning, inheritance tax planning or mortgage advice, our advisers can help you make informed financial decisions.

We offer appointments by telephone, video call and face-to-face meetings, allowing clients nationwide to access expert financial advice wherever they are based.

Whether you prefer face-to-face meetings with a local financial adviser, or the flexibility of video call and telephone consultations, we provide expert advice wherever you are in the UK.

MEET OUR FINANCIAL ADVISERS

Tailored 5 Star Financial Advice

We recognise that every client's needs are different, and we offer solutions that are customised to suit your personal situation.

Experienced Financial Advisers

Our team of 24 advisers bring a wealth of experience and knowledge, ensuring you receive advice that is most appropriate for your needs.

Free No-Obligation Consultations

We offer a free, no-obligation initial consultation to discuss your financial needs; available by telephone, zoom, or face-to-face.

5 STAR RATED FINANCIAL ADVICE UK WIDE

Our Most Popular Financial Services

Helping clients across the UK secure their financial future - rated five stars by over 300 happy customers.

Pension Advice & 
Retirement Planning

From building your pension pot to drawing an income in retirement, we help you make informed choices so you can enjoy the lifestyle you’ve worked hard for.
PENSION ADVICE

New Mortgages & Remortgaging

Whether you’re buying your first home, moving, or looking to save on repayments, our advisers search the whole of market to secure the right mortgage deal for you.
MORTGAGE ADVICE

Investments & Wealth Management

We provide tailored investment strategies designed to grow your wealth, protect your assets, and keep your financial goals on track for the long term.
INVESTMENT ADVICE

Inheritance Tax (IHT) & Estate Planning

Careful planning today can reduce the impact of inheritance tax and ensure more of your estate is passed on to the people who matter most.
ESTATE PLANNING

Protecting Your Family, Income & Lifestyle

Life is unpredictable - but with the right protection in place, you can safeguard your income, your family, and your lifestyle against the unexpected.
PROTECTION ADVICE

Equity Release & 
Later Life Lending

If you’re over 55, equity release can help unlock tax-free cash from your home, giving you greater financial freedom in retirement.
EQUITY RELEASE

5 STAR RATED FINANCIAL ADVICE UK WIDE

Get Started with a Free Consultation

Our consultations are free and without obligation. If you decide to proceed with our advisers recommendations, a fee may apply but we’ll always be transparent and discuss any costs with you.
HOMEPAGE FORM

Latest News & Blogs

Whole of Life Policy vs Investing for Married Couples: Which Is Better for Inheritance Tax Planning?

Tax Year End Planning 2025/26: Use Your Allowances Before 5 April 2026

Whole of Life Policy vs Investing: Which Is Better for Inheritance Tax Planning? (Single Person Example)

Nil Rate Bands Frozen Until 2031 Inheritance Tax (IHT) Autumn Budget - Why Now Is the Time to Act

Pensions Over £500,000 (500k): What the 2027 Inheritance Tax Changes on Pensions Mean for You

Pensions Over £1 Million (£1M+): What the 2027 Inheritance Tax Changes on Pensions Mean for You
Tax treatment varies according to individual circumstances and is subject to change.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Approver Quilter Financial Services Limited. March 2026

Registered office address: Unit 1 Fulcrum 2 Solent Way, Whiteley, Fareham, England, PO15 7FN. Registered in England and Wales under reference 08286166
hello world!
menuchevron-down linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram