Expert Financial Advice UK Wide

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

Olivia Nelson

Mortgage & Protection Adviser - Based in Fareham, Hampshire
CeMAP - Certificate in Mortgage Advice & Practice
Unit 1, Fulcrum 2, Solent Way, 
Whiteley, Fareham, PO15 7FN

Area's of Mortgage Advice

Mortgage & Re-Mortgaging Advice
Protection & Business Protection
Life Cover & Critical Illness Cover
Income Protection
Family Income Benefit
Private Medical Insurance
Buildings & Contents Insurance

Experience & Achievements

Experience within the ever-changing mortgage and protection market.
Offer mortgage advice from the whole of market.
Ongoing education and testing to make sure that product knowledge and professional standards are the best they can be.
Over 5 years' industry experience

About Olivia Nelson

I am a Mortgage and Protection Adviser based in Fareham, with over five years’ experience in the financial services industry. Throughout my career, I have worked across mortgages, protection, and wider financial services, giving me strong market knowledge and the experience needed to tailor my advice to each client’s individual needs.

I support a wide range of clients, including first-time buyers, home movers, those remortgaging, buy-to-let investors, and portfolio landlords. I also specialise in financial protection, helping clients choose the right level of cover for income protection, life cover, critical illness, and business protection. 

A key part of my role is delivering a professional and timely service from start to finish, while building long-term relationships to support my clients at every stage of their journey.

Outside of work, I enjoy Pilates, spending time with friends and family, and long walks with my puppy, Daphne.

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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