Expert Financial Advice UK Wide

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

Olivia Rowell

Mortgage & Financial Planner
DipPFS - Diploma in Regulated Financial Planning
CeMAP - Certificate in Mortgage Advice & Practice
Unit 1, Fulcrum 2, Solent Way,
Whiteley, Fareham, PO15 7FN
5.0Google star 1Google star 2Google star 3Google star 4Google star 5
5.0Google star 1Google star 2Google star 3Google star 4Google star 5
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  • 5.0 Excellent rating Last 12 months
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Gary Trent profile picture
Gary Trent
280 days ago
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Olivia (Powell) was very friendly in a professional way. She was very easy to talk to, impressed me with her skills and competency and answered all our questions succinctly. She gave us good advice and was unbiased in her views. I would no hesitate to highly recommend her.
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Chizitere Chimezie profile picture
Chizitere Chimezie
305 days ago
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Olivia Rowell was very supportive throughout the process of our getting our dream home, always a step ahead, encouraging, replying our questions and emails very promptly and kudos to Olivia we got the best interest rate. Would gladly do this over and over again with her.
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James profile picture
James
321 days ago
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Rating 5 stars - I had Olivia help me out with buying my first home on a recommendation and she was excellent. She made sure I fully understood the process and the options available to me, so I always felt in control. She was also very helpful and prompt, and even assisted with a last minute request to get me a lower interest rate. Highly recommend.
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Lauren Cane profile picture
Lauren Cane
396 days ago
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Recently exchange don my property and Olivia Rowell handled my mortgage. She is very professional, knowledgable and prompt with enquiries and responses! Will be recommending her to all friends/family etc.
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Xanthe Weatherhead profile picture
Xanthe Weatherhead
400 days ago
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Olivia was fantastic from start to finish. She gave me so much information in our initial conversation before I had even agreed to use her as my broker. I felt so confident that I would be looked after and it was true! Olivia kept track of the mortgage rates throughout, locking in lower mortgage interest rates as they changed whilst waiting for our house to go through. She was so patient with us when we had to reapply as our first sale fell through and even successfully appealed for us when our mortgage for the second house was initially rejected. Olivia also provided great advice regarding protection for our home and livelihoods. I would highly recommend her.
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Michael V profile picture
Michael V
443 days ago
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Olivia who is my new adviser has been very kind and extremely helpful. She brought all up to date on my pension fund and sent me the info I needed. I've been with Beals since 2018 and always had a great service.

Skills & Area's of Advice

Wealth Management & Financial Planning
Pension & Retirement Planning
Investment Planning
Inheritance Tax & Estate Planning
Whole of Life Insurance & Protection Planning
Mortgage Advice
Business Protection

Experience & Achievements

Over 5 years of experience in the financial services industry, providing tailored financial advice to clients with a wide range of financial needs and objectives.
Diploma Level qualified and a member of the Chartered Insurance Institute (CII).
Experience advising on pensions, investments and wealth management, helping clients plan for their financial future and achieve their long-term goals.
A particular interest in inheritance tax planning and Whole of Life insurance, helping clients explore ways to protect their wealth and provide financial security for future generations.
Extensive experience in mortgage and protection advice, assisting clients from first-time buyers through to experienced portfolio landlords.

About Olivia Rowell

"I am a Financial Adviser at Beals Wealth Management, with over five years of experience in the financial services industry. I provide tailored financial advice across a range of areas, including pensions, investments, wealth management, retirement planning, mortgages and protection.

I have a particular interest in inheritance tax planning and helping clients protect and preserve their wealth for future generations. This includes exploring estate planning solutions and Whole of Life insurance to help clients manage potential inheritance tax liabilities and provide financial security for their loved ones.

One of the most rewarding aspects of my role is building long-term relationships with my clients, taking the time to understand their individual circumstances and helping them make informed decisions about their financial future. I pride myself on providing a professional, personal and timely service, ensuring my clients feel supported at every stage of their financial journey.

Outside of work, you'll usually find me at the yard looking after and exercising my horses, or enjoying walks along the beach with my dog."

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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