Proud to Be a Quilter Financial Planning Partner

Our membership of the Quilter Financial Planning network means your advice is supported by the scale, expertise and financial strength of a trusted UK organisation -providing additional peace of mind for you and your future.

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What This Means for You

Our closer partnership with Quilter is built on a shared vision: delivering high-quality, personalised financial advice designed around your goals.

As a client, you can expect:

We remain independently owned and controlled

Your day-to-day interaction with your adviser remains unchanged

Continued personalised advice tailored to your circumstances

Access to Quilter’s expertly managed investment solutions where appropriate

The reassurance of a trusted, established UK financial services brand

We are proud to be a Quilter Financial Planning Partner, strengthening our relationship with one of the UK’s leading financial planning networks.

Award Winning Service

Quilter has:

Won the Financial Adviser 5 Star Service Award 39 times since 1992

Been included in the FT Adviser Top 100 Financial Advisers list every year since 2019

Achieved strong industry ratings across key products including platform, pensions and onshore bonds

This recognition reflects a long-standing commitment to delivering quality service and trusted outcomes.

Financial Strength & Industry Recognition

Our partnership gives you access to the benefits of Quilter’s scale, expertise and governance standards.

Financial Stability

Being part of a FTSE 250 listed group provides reassurance that the business supporting your financial planning operates with strong governance, regulatory oversight and financial discipline..

Shared Values That Put You First

Our partnership with Quilter is built on shared principles:

A strong belief in the value of personalised financial advice

Investment solutions that are clearly structured and easy to understand

A commitment to delivering good value and positive client outcomes

The Same People. Even Stronger Support.

Financial advice works best when built on long-term relationships and trust. That doesn’t change.

We continue to:

Take time to understand your goals

Build personalised financial plans

Review and adapt your strategy over time

Provide clear, jargon-free advice

The Benefits of Scale

Being part of the Quilter network brings tangible advantages:

Greater Buying Power

Quilter’s size and client base create stronger negotiating power with providers, helping deliver competitive pricing and good value products.

Robust Governance & Due Diligence

Quilter provides research, oversight and advice governance frameworks to ensure financial products and services meet high standards.

Trusted Brand Reassurance

As a well-known UK financial services group listed on the London Stock Exchange, Quilter offers brand stability and credibility.

Award-Winning Products & Service

A consistent track record of industry recognition provides further peace of mind.

Enhanced Investment Expertise

For clients with investment needs, your adviser has access to Quilter investment portfolios that are:

Designed and managed by expert investment professionals

Carefully monitored and governed

Built using structured, disciplined processes

Your adviser may recommend a Quilter portfolio where it is suitable for your needs but always based on what is right for you. This structure combines personalised advice with institutional-level investment expertise.

Thank you for placing your trust in us.

Financial advice can significantly improve your chances of achieving your long-term goals. With the combined strength of our professional advice and Quilter’s scale, governance and expertise, we are well positioned to continue supporting your financial future with confidence.

If you would like to learn more about what this partnership means for you, please don’t hesitate to get in touch.

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

Expert Financial Advice UK Wide