Expert Financial Advice UK Wide

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

Angie Cosh

Mortgage & Protection Adviser
DipPFS - Diploma in Regulated Financial Planning
Cert CII (MP) - Member of the Society of Mortgage Professionals
Unit 1, Fulcrum 2, Solent Way, Whiteley, Fareham, PO15 7FN

Skills & Area's of Advice

Mortgages
First Time Buyers
Re-Mortgages
Buy to Let Mortgages
Protection and Buildings & Contents

Experience & Achievements

Achieved Diploma Level, Certified adviser status.

About Angie Cosh

I started in Financial Services at the end of the 1980s, moving to Beals Mortgage & Financial Services in 2014.

I work with a wide range of clients, providing advice on their Residential and Buy to Let Mortgages and Protection needs and requirements.

With so many years in the industry, I have clients both locally, but also flung far and wide across the country who I continue to look after. “It has been exciting and rewarding to see how my clients’ lives have progressed, and being able to have been a part of all aspects of their financial planning needs has provided the pleasure of seeing the outcome of that advice months, years, or even decades later!”

I particularly pride myself on my ‘hand-holding’ support to First Time Home Buyers, as they negotiate their way towards collecting the keys to their new home. “Even after all these years, I still get a huge buzz every single time my clients secure their mortgage offer.”

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 2025

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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