Trusted advice on pensions & retirement, mortgages, inheritance tax planning, and more.
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TrustindexPosted on GoogleDavid Wright3 August 2026Trustindex verifies that the original source of the review is Google.
Posted on GoogleHappy Buyer3 August 2026We dealt with Olivia who is knowledgable helpful and friendly, A true professional and we really feel that we are in safe hands. I highly recommend and will always be grateful, Thank you .Posted on Google1979julianne9 July 2026I worked with Olivia Nelson to re-mortgage. I previously had a joint mortgage, but needed to change to one on my own. Olivia guided me through, answered all of my questions and made the whole process alot less stressfulPosted on GoogleBarnabas Palfrey8 July 2026Christine Poynter has been a superb support, keeping her eyes on what we need to do, and also responding when we have questions or concernsPosted on GoogleMarocico Dumitru23 June 2026Fantastic service from James Black. He’s been looking after my pension pot for several years and I can only say he is an amazing person and financial advisor!Posted on GoogleDarren Mugford16 June 2026My experience has always been a positive one, Chris at Beals has always had good advice and answered my questions with knowledge and expertise. I am thoroughly satisfied with the service and care I receive from Beals.Posted on GoogleDavid Frost8 June 2026James has given me sound advice which has resulted in my investments appreciating to a very pleasing degree. He has a pleasant manner, converses well and is very professional.Posted on GoogleLauren Street4 June 2026I used Beals a number of times now and always get great service. Tim is highly professional and always gets us the best deal on offer. I'd highly recommend.Posted on GoogleDave Clack3 June 2026Brilliant servicePosted on GoogleLesley Bohling3 June 2026I have been very grateful over the past year for Paul Janes expert financial advice for my husband and I. Paul has made all our options very clear and nothing has been to much trouble for him. He patiently took us every step of the way. We are delighted we chose Beals Wealth Management and we look forward to a long association with them and with Paul in particular. Lesley and Alan BohlingPosted on GoogleHannah Buckley3 June 2026Clare Cheeseman helped me with my mortgage renewal, I thought this was due a lot earlier than it actually was & thought I had left it to the last minute. Clare was very reassuring the whole time about me leaving it to the last minute & was extremely helpful in explaining everything to me. Really helpful service & friendly to talk to. Definitely would recommend. Thanks Clare!!Posted on GoogleBen Temperton2 June 2026Christine has been my financial advisor for a few years now and I feel in safe hands with her advice, experience and expertise. Forever friendly, and always welcoming with any questions I have. Could not recommend Christine enough!Posted on GoogleKate Geddes27 May 2026Have to say a huge thank you to Mark Hurst who has been so professional throughout our somewhat awkward remortgage. We did not tick all the boxes ,being ex pats and pensioners, and thought at one point we would lose the house which was our pension pot really. Mark never gave up on us and was available when we needed him. He answered every query promptly and that cannot be underestimated. We can honestly say do not bother looking anywhere else because if he can come through like this for us then he can do it for anybody. thanks again MarkPosted on GoogleJason Michel15 May 2026Absolutely fantastic service from Clare from start to finish. She went above and beyond to help secure our additional borrowing and made the whole process feel simple and stress free. Communication was brilliant throughout, always happy to answer questions and explain everything clearly. You can tell she genuinely cares about her clients and wants the best outcome for them. Would highly recommend Clare to anyone looking for mortgage or financial advice 😊Posted on Googlediana warren13 May 2026Kieran was able to arrange my life and income protection cover. he was understanding and patient with me and took tie to understand my needs/concerns. Highly recommend :)Posted on Googlecorinne austin10 May 2026Mark was fantastic, handled Every aspect of our mortgage and answered any questions we had. Fantastic service. 100% recommend.Posted on GooglePhillip Jackson8 May 2026Helped me out a lot with finding the best mortgage deal over the years. Extra advice with mortgage has been very useful too.Posted on GoogleLorraine Lowey7 May 2026I am very happy to have Holly as my financial adviser. She has guided me through my pension transfer. She had patience with me as I struggle with tge whole subject.Posted on Googlekurt freegard23 April 2026Olivia at Beals has been brilliant. As a first time buyer the whole process was new to me, but from the very start she has been friendly, reliable, incredibly informative and more than helpful whenever I've had questions or didn't fully understand something. Couldn't recommend her highly enough!Posted on GoogleJon Cornish20 April 2026I can throughly recommend Mr James Grant Senior Partner & Financial Advisor at Beal’s Wealth Management. James kindly arranged my pension pots to best suit my needs and future wishes. James was extremely patient, understanding and supportive of my needs. To date the performance of my pension has been excellent.Posted on GoogleLuke Voulgarakis4 April 2026Christine has been our mortgage advisor for years - she’s fabulous, kind, patient and finds great deals!Posted on GoogleEmma Lovegrove20 March 2026I’d like to highlight the excellent service I received from Gary Jackson at Beals Mortgage and Financial Services. Gary has been consistently reliable, straightforward, and professional throughout the entire process. This wasn’t a simple transaction, and there were several complications along the way, but Gary remained calm, focused, and solution‑driven. He took the time to explain everything clearly, kept me updated at each stage, and made sure I understood all the options available. His communication was efficient, his advice was sound, and he always acted with my best interests in mind. What I appreciated most was that Gary doesn’t deal in fluff — he’s practical, honest, and gets things done. In a process that can easily become overwhelming, having someone who knows the industry inside out and handles issues without fuss made a huge difference. I’d happily recommend Gary to anyone who needs solid mortgage advice and wants someone who genuinely knows their craft.Posted on GoogleKHANDOKAR ABU TALHA12 March 2026Olivia is an excellent mortgage broker. We felt absolutely no stress whatsoever when applying for our mortgage. She was extremely responsive to our queries, even at late hours, on weekends, and during her holidays. On multiple occasions when the sale collapsed, Olivia reapplied for our mortgage on our behalf without any extra fees, exactly as promised, and with the same level of care and diligence as the very first application. Highly recommended.Posted on Googlepeter hartley11 March 2026I recently required some important financial advice for which I started a search finding Beals I contacted them and was put in touch with Chris Milczarek Speaking with and discussing my situation he quickly assisted me through my concerns extremely clearly. So much so that I am pleased to highly recommend him with a 5 star rating. Thanks Chris. Peter HPosted on GoogleHelen Brusby5 March 2026Very happy with the communication, knowledge and politeness of everyone at Beals, they work for you.Posted on GoogleKevin Booth4 March 2026Dominic Higham was very thorough on his detail and after taking over my old advisor had a lot of detailsPosted on GoogleJosh Duddridge4 March 2026Kieran 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.Posted on Googletrevor holt4 March 2026i had my annual financial review with MR DANIEL PYLE. DANIEL has continued to maintain an extremely high standard of explaining with an easy to understand method of how my investments through his recommendations have performed in the last year and has answered all of my questions in a clear and easy to understand way. Daniels advice and guidance has resulted in a continued growth of my investments that has continued to exceed my expectations. an amazing financial advisor (guru) at an amazing company, BEALS WEALTH MANAGEMENTPosted on GoogleSteve Simmons3 March 2026Thanks 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.Posted on GoogleB. Radley25 February 2026As a long standing customer I am very happy to endorse the Beals Wealth Management Team, particularly Simon Davies and Sarah Sampson who are always very diligent, helpful and professional in providing robust acurate advice concerning my long term financial arrangements.Posted on TrustindexAmelia Bunday9 March 2025Trustindex verifies that the original source of the review is Trustindex.
I recently had a meeting with Paul to discuss opening up an ISA. He went through all my options and thoroughly explained each one. He was always there if I had any questions and was always polite and professional. I will be recommending him to friends and family. Thanks again Paul!Load moreVerified by TrustindexTrustindex verified badge is the Universal Symbol of Trust. Only the greatest companies can get the verified badge who has a review score above 4.5, based on customer reviews over the past 12 months. Read more
