Expert Financial Advice UK Wide

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

Christine Poynter

Mortgage & Protection Adviser
MAQ - Certificate in Mortgage Advice
CII - Certificate in Equity Release
Unit 1, Fulcrum 2, Solent Way, Whiteley, Fareham, PO15 7FN

Skills & Area's of Advice

Mortgages
Re-Mortgaging
Protection
Business Protection
Equity Release
Life Protection & Critical Illness Cover
Buildings & Contents Insurance

Experience & Achievements

Considerable experience within the ever-changing mortgage and protection market.
Have vital knowledge of the housing market and the extensive types of mortgages available.
20+ years mortgage and protection experience.
Ongoing testing to make sure that product knowledge and professional standards are always adhered to.

About Christine Poynter

I am a Mortgage, Protection & Equity Release Adviser. I qualified in 1999 in Financial Planning, specialising in Mortgages and Protection and carried on further qualifications in 2002 with the Mortgage Advice Qualification, a diploma in Financial Planning in 2010 and Equity Release in 2017.

I can arrange all types of mortgages for clients, First Time Buyers are my favourite, helping them get on the property ladder and explaining and leading them through the process. I also have a good knowledge of the buy-to-let market and equity release, and can arrange mortgages both for individuals and limited companies and look to find the most suitable deal to fit the situation.

Regular updates and a good network keep us up to date with the changing market and current deals available, enabling us to give the best advice for our clients and remain professional at all times.

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 2024 - Five Stars (Platform, Pension, Investments)
Defaqto - Gold Service (Platform, Pension, Investment Bond)
Investment Life & Pensions Moneyfacts Awards 2024 - Best Online Service

Highly Rated Products

Defaqto - 5 Star rating (Platform, Personal, Pension, Drawdown & Onshore Bond)
Defaqto - 5 Diamond rating (WealthSelect, Monthly Income, Cirilium Blend, Cirilium Passive and Creation)
Money Marketing Awards 2024 - Best Retirement Provider

Exceptional Platform

Member of The London Institute of Banking and Finance
Schroders UK Platform Awards 2024 - Platform of the Year
Investment Life & Pensions Moneyfacts Awards 2024 - Best Wrap/Platform
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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