Paul Janes

Director & Financial Planner

DipPFS - Level 4 Diploma in Regulated Financial Planning

Cert CII (MP) - Certificate in Mortgage Advice

CeRER – Certificate in Regulated Equity Release

CONTACT PAUL

Unit 1, Fulcrum 2, Solent Way,
Whiteley, Fareham, PO15 7FN

01489 585 581

[email protected]

      All reviews
 
   Google
 
   Trustindex
 
 
  
 
 
 
  5.0
 5.0
 Top Rated Service 
   Verified by Trustindex  Trustindex 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
 
 
 
    
 5.0
 5.0
 Top Rated Service 
   Verified by Trustindex  Trustindex 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
 
 
 
    
 5.0
 5.0
 Top Rated Service 
   Verified by Trustindex  Trustindex 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
 
 
 
 
 
   
 
 
      Posted on Google  
   
   Darren Faulkner 
 281 days ago
 
 
 Trustindex verifies that the original source of the review is Google. We dealt with Paul and Charlie for life and critical insurance on our business. Very professional, knowledgeable and efficient. Would recommend them to anyone wanting any form of advice on insurance, pensions or investments.
  
 
     Posted on Trustindex  
   
   Amelia Bunday 
 543 days ago
 
 
 Trustindex 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!

Skills & Area's of Advice

Pension Advice

Retirement Planning

Pension Consolidation

Wealth Management Advice

Inheritance Taxation Planning

Protection for Loved Ones and Dependants

Savings & Investment Advice

Experience & Achievements

Very experienced in general financial planning as well as a specialist in wealth management and pensions

Membership of The Chartered Insurance Institute and Personal Finance Society

Overseen several business purchases and subsequent integration for the Financial Services Dept

Built a reliable network by providing advice and high-quality services to local individuals and business owners

About Paul Janes

I am one of the founding members of Beals Wealth Management (in 1995) and a current director. I take responsibility for the Financial Services division of the business and I am still an active Financial Planner looking after a number of clients.

I started my career after leaving 6th form by joining a local firm of estate agents and progressed through the ranks to be their youngest office manager. It was clear at this early age that my interests were in Financial Services rather than estate agency and I quickly moved into this as a career.

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. That plan is then monitored to ensure goals are achieved and any changes that are required are dealt with promptly.

My strong belief is that this approach leads to long term profitable relationships for all concerned.

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

Looking for a financial adviser near you?

Our first appointment is free of charge and with no-obligation! Available by phone, video call or face-to-face.

Call us on: 01489 585 548 Email us: [email protected]

BOOK NOWComplaints Privacy Policy & Terms Our Terms of Business

PENSIONS & RETIREMENT PLANNING MORTGAGES & REMORTGAGING INHERITANCE TAX (IHT) PLANNING SAVINGS & INVESTMENTS INSURANCE & PROTECTION WEALTH MANAGEMENT FINANCIAL PLANNING EQUITY RELEASE

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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