Expert Financial Advice UK Wide

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

Kieran James

Protection Adviser
Unit 1, Fulcrum 2, Solent Way, Whiteley, Fareham, PO15 7FN
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Top Rated Service
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Helen Brusby profile picture
Helen Brusby
182 days ago
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Very happy with the communication, knowledge and politeness of everyone at Beals, they work for you.
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Josh Duddridge profile picture
Josh Duddridge
183 days ago
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Kieran provided an excellent service when arranging life insurance policies for our two directors. From the outset, he took the time to really listen to our queries, concerns, and suggestions, making sure he fully understood what we were looking for. He explained everything clearly and professionally, guiding us through the different options available and outlining what he believed would be the most suitable cover for our needs. Importantly, he didn’t push us in any particular direction; instead, he presented multiple options for us to consider, offered his expert advice, and supported us in making the decisions that felt right for our business. The whole process felt transparent, well-informed, and stress-free thanks to Kieran’s approach. We’d happily recommend him to anyone looking for clear guidance and a genuinely supportive service when arranging insurance.
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Steve Simmons profile picture
Steve Simmons
184 days ago
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Thanks so much to Kieran James for setting up my income protection, mortgage cover insurance and critical illness cover. He found me better cover than I had for the same money, was professional, sharp, helpful and friendly throughout and made the whole thing simple for me. Much appreciated.
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James Mason profile picture
James Mason
198 days ago
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Ian Titcombe profile picture
Ian Titcombe
225 days ago
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Kieran was very helpful with the information he has given me. He has been very good at keeping me upto date with everything.
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Adam Pendleton-Brown profile picture
Adam Pendleton-Brown
343 days ago
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We were put in touch with a gentleman called Kieran. This appointment was to discuss the possibility of taking out a new critical illness cover. He explained that he had done some research and went through the options. Kieran was very thorough and explained everything in detail. From start to finish the service was excellent.

Skills & Area's of Advice

Life Insurance
Income Protection
Mortgage Protection
Buildings & Contents Insurance
Private Medical Insurance
Critical Illness Cover
Family Income Benefit
Business Protection
Accident/Sickness & Unemployment Cover
Unemployment/Redundancy cover may not always be available.

Our Company Services

Pension Advice
Whole of Life
Mortgage Advice
Inheritance Tax Planning (IHT)
Financial Planning
Wealth Management
Pension Tracing
Retirement Planning

About Kieran James

When I first joined Beals, I started in a Telesales role, booking appointments for clients and often being their first point of contact before they were assigned to an adviser. This role gave me valuable experience in building strong relationships and communicating clearly and consistently, tailoring my approach to meet each client’s individual needs.

I’ve since transitioned into my role as a Protection Adviser, where I now use those same skills to help clients find the most suitable protection and insurance solutions. I believe having some form of protection in place is essential - life can be unpredictable, and it's important to be prepared for whatever the future may hold.

Outside of work, I enjoy keeping active with workouts, watching sports, and spending quality time with friends and family.

Award Winning Network

Beals Wealth Management are proud to be part of Quilter Financial Planning, an award-winning network celebrated for its outstanding customer service, innovative platforms, and exceptional financial strength.

Recognised for Service

FT Financial Adviser Service Awards 2025 - Five Stars (Platform, Pension, Investments)
Defaqto - Gold Service (Platform, Pension, Investment Bond)
Investment Life & Pensions Moneyfacts Awards 2025 - Best Online Service

Highly Rated Products

Defaqto – 5 Star rating Platform, Personal Pension, Onshore Bond and WealthSelect for DFM MPS on platform
Defaqto – 5 Diamond rating WealthSelect Managed Active and WealthSelect Managed Blend, Monthly Income, Cirilium Blend, and Cirilium Passive
Money Marketing Awards 2025 – Best Retirement Provider

Exceptional Platform

Schroders UK Platform Awards 2025 - Platform of the Year
Schroders UK Platform Awards 2025 - Best Platform Provider (AUM over £40bn)
FE Adviser Asset 2025 Platform Rating - Quilter's platform received a platinum rating for the 10th consecutive time
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
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