5 Star Rated Financial Advisers UK

Our Financial Advisers

Browse our qualified adviser team below and book a free consultation to start your financial journey today.

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Beals Financial Advisers

From mortgages and pensions to inheritance tax and protection, our advisers are here to guide you through every aspect of financial planning.

Alexander Hudson

Financial Planner
DipFA, CeMAP, CeRER

"I pride myself on providing clients with clear and understandable solutions to their needs and maintaining client relationships over the long term."

ABOUT Alex

Chris Milczarek

Financial Planner
MLIBF, DipFA

"I am dedicated to helping clients maximise their retirement benefits and achieve financial peace of mind."

ABOUT CHRIS

Clare Cheeseman

Mortgage & Financial Planner
CeMAP, DipFA, BSc

"I strive to ensure that all my clients are provided with the most suitable and competitive options to achieve their financial goals."

ABOUT CLARE

Christine Poynter

Mortgage & Protection Adviser
MAQ

"I can arrange all types of mortgages for clients, First Time Buyers are my favourite, helping them get on the property ladder and explaining and leading them through the process."

ABOUT cHRISTINE

Dan Pyle

Financial Planner
MLIBF, DipFA, CertLTCP

"By staying up-to-date with the latest pension regulations and trends, I ensure my clients receive the most relevant and effective advice."

ABOUT DANIEL

Dean Fermie

Financial Planner
DipFA, CeMAP

"I believe in a client-first approach, always prioritising their best interests when advising on pension transfers and consolidations."

ABOUT dean

Dominic Higham

Financial Planner
DipFA

"I enjoy working with clients on intergenerational wealth strategies, ensuring their financial plans benefit both them and their families for years to come."

ABOUT dominic

Holly Giles

Financial Planner
DipFA

"Whether someone is planning for retirement, growing their wealth, or protecting their business, my aim is always to provide clear, practical advice that makes a positive difference."

ABOUT HOLLY

James Black

Chartered Financial Planner
BA (Hons) APFS, Cert CII (MP)

"As a Chartered pension adviser, I provide expert, personalised guidance to help clients make informed decisions about their retirement planning and pension management."

ABOUT james

James Grant

Senior Partner & Financial Adviser
Chartered ALFBF

"James specialises in retirement planning, investment strategies and wealth growth, guiding clients through the complexities of financial markets."

ABOUT james

Kieran James

Protection Adviser

"I believe having some form of protection in place is essential - life can be unpredictable, and it's important to be prepared."

ABOUT Kieran

Lewis Reynolds

Protection Adviser

"My goal is to ensure that every client is properly protected, giving them peace of mind for whatever the future may hold."

ABOUT LEWIS

Mark Hurst

Senior Partner & Financial Adviser
DipPFS, CeFA, CeMAP, CeRER

"I offer expert guidance on a range of mortgage products to secure the most suitable rates. I pride myself on gaining long-term relationships with my clients, built on transparency, trust and helping them succeed financially."

ABOUT MARK

Mandy Puntis

Mortgage & Protection Adviser
CeMap, MBA

"As a qualified mortgage adviser, I can offer you expert knowledge of the mortgage market and ensure you find the correct solution and product to match your needs and situation."

ABOUT mandy

Mike Smith

Financial Planner
DipPFS

"As a specialist in pension transfer and consolidation, I provide personalised guidance in view to help clients aiming to optimise their retirement savings and simplify their pension arrangements."

ABOUT MIKE

Neil Adams

Financial Planner
DipPFS

"I aim to help my clients identify and achieve their long-term financial goals, with a focus on tax efficiency over their lifetime."

ABOUT NEIL

Olivia Rowell

Mortgage & Financial Planner
DipPFS, CeMAP

"One of the most important aspects of my role is providing a professional and timely service to my clients from start to finish and I am here to help with any queries my clients may have."

ABOUT OLIVIA

Paul Janes

Director & Financial Planner
DipPFS, CertCII, CeRER

""I take pride in my staff delivering a professional and timely service, with the primary focus on creating a bespoke plan for clients to help them achieve their financial goals.

ABOUT PAUL

Trevor Wallbridge

Senior Financial Planner
CeMAP, DipFA

"I took great satisfaction in not only helping clients achieve their goals, but also helping them get back on track with their finances."

ABOUT TREVOR

Tim Meiris

Mortgage & Protection Adviser
CeMAP

"One of my biggest attributes is listening to what the client wants and matching this to what is available for them in this ever-changing marketplace."

ABOUT tim

Tracy Farrington

Mortgage & Protection Adviser
CeMAP, CeRER

"When clients come to see me, I pride myself in delivering a professional, knowledgeable, friendly, excellent and honest service whilst maintaining good client relationships."

ABOUT tracy

Will Ashley

Financial Planner
DipFA, CeMAP, CeRER

"I prioritise building strong, trusting relationships with my clients, offering personalised mortgage advice that aligns perfectly with their long-term goals."

ABOUT Will

Looking for a financial adviser near you?

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

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Our Admin Staff

Jade Knight

Paraplanner

Tracy Anjidani

Paraplanner

Kieran James

Relationship Manager/ Protection Adviser

Lewis Reynolds

Relationship Manager/ Protection Adviser

Abbey Smith

Office Manager