Book a consultation with our expert financial advisers

Our team of experienced advisers provide comprehensive guidance across all key financial areas, including pensions and retirement planning, investments, wealth management, insurance, whole of market for mortgages and holistic financial planning.

LOCAL ADVISERS OUR SERVICES

Mortgages | Investments | Wealth Management | Pensions | Protection | Equity Release

3,200+

Active Pension & Investment Clients

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

£400M+

Funds Under Our Advice

We oversee over £400 Million in funds, conducting thorough annual reviews to ensure they remain aligned with our clients evolving financial goals.

10,500+

Mortgage Completions

We have successfully completed over 10,500 mortgages, providing trusted advice and personalised financial solutions to help clients achieve their property goals.

4.9/5

Google Rating

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

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

OUR ADVISERS

Tailored Advice

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

Experienced 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 Consultations

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

Rated Excellent.. Don't just take our word for it!

Dean Fermie

Top Rated Financial Adviser in Fleet

Mike Smith

Top Rated Financial Adviser in Horsham

Inheritance Tax (IHT) Planning

Don't Lose 40% to HMRC - Protect Your Wealth

Without proper planning, up to 40% of your estate could go to HMRC instead of your loved ones. Our expert guide on Inheritance Tax Planning (IHT) & Trusts helps you explore tax-efficient strategies to safeguard your assets and pass on more to those who matter most.

DOWNLOAD YOUR FREE GUIDE TODAY OR SPEAK TO AN ADVISER NOW TO TAKE CONTROL OF YOUR ESTATE PLANNING.

Tax treatment varies according to individual circumstances and is subject to change.
Inheritance Tax, Trusts and Estate Planning is not regulated by the Financial Conduct Authority.

GUIDE TO IHT & TRUSTS SPEAK TO AN ADVISER

Our Financial Services

Our biggest priority will be for us to get to know you. This will start with you meeting with one of our advisers free of charge, so they have the opportunity to understand your personal situation and your financial needs.

Retirement Planning

Preparing for retirement is about more than saving—it’s about planning wisely to secure the lifestyle you want. Our advisers provide guidance on pension planning, income drawdowns, annuities, long term care planning and more, ensuring you have the financial stability and confidence to enjoy your future.

Retirement Planning Advice >

Savings & Investments

Growing your savings and investments is essential to building financial security. We offer tailored advice on a wide range of strategies, including ISAs, investment portfolios, and regular savings plans, helping you achieve both your short-term goals and long-term aspirations.

Savings & Investments Advice >

Pensions

Pensions are the cornerstone of financial security in retirement. We provide expert advice on all aspects of pensions, including consolidation, transfers, drawdowns, annuities, and more, helping you make the most of your retirement savings at every stage of life.

Pension Advice >

New Mortgages

From first-time buyers and buy-to-let investments to second homes and moving to a new property, we provide access to the whole of market for mortgages to find one tailored to your needs. Our expert advisers are here to guide you every step of the way.

New Mortgages Advice >

Re-Mortgaging

Remortgaging can help you secure better rates or release equity from your home, with the aim to optimise your finances. With access to the whole of market for mortgages, our advisers will find the right options to suit your evolving needs.

Remortgaging Advice >

Equity Release

If your 55 or over, equity release allows you to access the value tied up in your home, providing you with extra funds to enhance your lifestyle or support your financial goals while still living in your property.

Equity Release Advice >

Protection & Insurance

Protection insurance is essential for safeguarding your financial well-being, offering coverage from income protection and private medical insurance to life insurance and home insurance, ensuring you're prepared for life's uncertainties.

Insurance & Protection Quotes >

Wealth Management

Wealth management is about more than growing your assets—it’s about securing your financial future. Our expert advisers offer personalised strategies for managing investments, tax planning, retirement savings, and more, ensuring your wealth works harder for you and your goals.

Wealth Management Advice >

Financial Planning

Financial planning is crucial for achieving your financial goals, offering a comprehensive approach to budgeting, savings, investments, and retirement strategies to ensure a secure and prosperous future.

Financial Planning >

Why choose Beals Financial Advisers?

Working with our financial advisers offers trusted expertise, personalised guidance, and tailored strategies to achieve your financial goals:

We take a comprehensive view of your financial situation, considering factors such as insurance, mortgages, retirement, savings and investments, estate planning, and cash flow management.

We can provide strategies to minimise tax liabilities, ensuring you keep more of your money.

We can help you develop and manage an investment portfolio that aligns with your financial objectives and risk profile.

We have access to a wide range of financial products and tools that may not be available to individual investors.

SPEAK TO AN ADVISER

Latest News & Blogs

From pensions and investments to mortgages and financial planning, our articles are designed to help you make informed decisions and navigate your financial journey with confidence.