       
 
 
 5.0 
   Top Rated Service 2026 
 verified by Trustindex 
 Trustindex verifies that the company has a review score above 4.5, based on reviews collected on Google over the past 12 months, qualifying it to receive the Top Rated Certificate.

FINANCIAL ADVISERS NEAR ME

About Beals Wealth Management

Trusted Financial Advice Since 1995 Offering Nationwide UK Support. Whether you prefer face-to-face meetings with a local adviser, or the flexibility of teams and telephone consultations, we provide tailored financial advice wherever you are.

BOOK YOUR CONSULTATION SPEAK WITH AN ADVISER

3,900+

Active Pension & Investment Clients

£500M+

Funds Under
Our Advice

10,700+

Mortgage Completions

5/5

Google Rating

Our Expertise in Financial Advice

Established in 1995, Beals is a trusted financial advice firm servicing clients across the UK. Our expert team of advisers specialise in mortgages, pensions, savings and investments, wealth management, and equity release.

Our expert advisers take the time to understand your goals and individual circumstances, offering tailored guidance to empower you to make informed decisions for a secure financial future.

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      Posted on Google  
   
   Maxine Clark 
 2 September 2026
 
 
 Trustindex verifies that the original source of the review is Google. Great service from Alex. Cares about the person as an individual.
  
 
     Posted on Google  
   
   Beverley Williams 
 28 August 2026
 
 
 Trustindex verifies that the original source of the review is Google. Kieran was very helpful in explaining the policy and kept in touch regularly.
  
 
     Posted on Google  
   
   Tracy Doyle 
 26 August 2026
 
 
 Trustindex verifies that the original source of the review is Google. Pension Services Review I was very pleased with the pension services I received. The process was handled professionally and efficiently. Daniel Pyle was helpful, friendly, and clear when explaining my options. Any questions I had were answered promptly, which made the whole experience straightforward and reassuring. Overall, I would recommend their pension services to anyone looking for reliable and professional support with their pension.
  
 
     Posted on Google  
   
   Steph Tully 
 13 August 2026
 
 
 Trustindex verifies that the original source of the review is Google. Olivia Nelson is excellent in her field of financial mortgage advice. She's patient, knowledgeable and caring so you feel the mortgage journey isn't arduous. She took into account that we hadn't gone through a mortgage application in many years and adapted her management of our application to meet us, our age and our lack of current  knowledge. She settled nerves. Often made and took calls outside of hours to meet with my busy worklife. She explained every step of the way, and the costs involved. Her communication was always timely, informative and easy to understand. She is highly recommended 👌 👏
  
 
     Posted on Google  
   
   Happy Buyer 
 3 August 2026
 
 
 Trustindex verifies that the original source of the review is Google. We dealt with Olivia who is knowledgable helpful and friendly, A true professional and we really feel that we are in safe hands. I highly recommend and will always be grateful, Thank you .
  
 
     Posted on Google  
   
   1979julianne 
 9 July 2026
 
 
 Trustindex verifies that the original source of the review is Google. I worked with Olivia Nelson to re-mortgage. I previously had a joint mortgage, but needed to change to one on my own. Olivia guided me through, answered all of my questions and made the whole process alot less stressful
  
 
     Posted on Google  
   
   Barnabas Palfrey 
 8 July 2026
 
 
 Trustindex verifies that the original source of the review is Google. Christine Poynter has been a superb support, keeping her eyes on what we need to do, and also responding when we have questions or concerns
  
 
     Posted on Google  
   
   Marocico Dumitru 
 23 June 2026
 
 
 Trustindex verifies that the original source of the review is Google. Fantastic service from James Black. He’s been looking after my pension pot for several years and I can only say he is an amazing person and financial advisor!
  
 
     Posted on Google  
   
   Darren Mugford 
 16 June 2026
 
 
 Trustindex verifies that the original source of the review is Google. My experience has always been a positive one, Chris at Beals has always had good advice and answered my questions with knowledge and expertise. I am thoroughly satisfied with the service and care I receive from Beals.
  
 
     Posted on Google  
   
   David Frost 
 8 June 2026
 
 
 Trustindex verifies that the original source of the review is Google. James has given me sound advice which has resulted in my investments appreciating to a very pleasing degree. He has a pleasant manner, converses well and is very professional.

As your trusted financial adviser, we will:

Deliver a fully comprehensive, high-quality service for you that will be among the best in the financial services profession.

Deliver a fully comprehensive, high-quality service for you that you will truly value.

Always keep you informed and ask for your consent before proceeding if any material interest or conflict of interest should arise.

Maintain a high level of professionalism by always acting to deliver good outcomes for you, as set by our regulator.

To help us give you the most appropriate financial advice, we ask that you:

Speak to us if our service has not met your expectations. Hearing how we've performed means that we can put it right for you.

Let us know if we can further clarify any of our recommendations, so that we can ensure you get the full service you deserve.

Always ensure you provide us with accurate information and let us know when this changes.

You can rest assured that as your financial adviser, we are committed to giving you the best possible experience at every stage of our relationship with you.

Whether you prefer a local adviser visiting you in person or a remote consultation by phone or video call, we tailor our service to meet your needs, wherever you are in the UK.

BOOK YOUR consultation SPEAK TO AN adviser

Why Choose Beals Financial Advisers?

Bespoke financial planning tailored entirely to you

Clear strategies to minimise tax and save more

Portfolio management aligned with your goals and risk comfort

Access to a wide market range usually unavailable to individuals

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“Clients who take advice could see up to 40% higher retirement income - that’s an extra £7,000 per year.”

Source: Adviser Delta, a Quilter research paper on the importance of financial advice, June 2019.

Average retirement income without financial advice:

£17,168

Average retirement income with financial advice: £24,175

This is 40% higher (£7,007) than without financial advice

Over a 21-year retirement, this means having an extra £147,147

Source: Retirement Income Uncovered - The New Normal

Please note, this research was originally conducted in 2019. The figures quoted are likely to have changed over time and should not be used as advice. It is intended for illustrative purposes only

Ready to take control of your financial future? Book Your No-obligation Consultation now.

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Our Most Popular Financial Services

We offer an extensive range of financial services, whether your a professional or new we can help.
Here's some of our most popular services:

Pension Advice & Retirement Planning

From building your pension pot to drawing an income in retirement, we help you make informed choices so you can enjoy the lifestyle you’ve worked hard for.

PENSION ADVICE

New Mortgages & Remortgaging

Whether you’re buying your first home, moving, or looking to save on repayments, our advisers search the whole of market to secure the right mortgage deal for you.

MORTGAGE ADVICE

Investments & Wealth Management

We provide tailored investment strategies designed to grow your wealth, protect your assets, and keep your financial goals on track for the long term.

INVESTMENT ADVICE

Inheritance Tax (IHT) & Estate Planning

Careful planning today can reduce the impact of inheritance tax and ensure more of your estate is passed on to the people who matter most.

IHT ADVICE

Protecting Your Family, Income & Lifestyle

Life is unpredictable - but with the right protection in place, you can safeguard your income, your family, and your lifestyle against the unexpected.

PROTECTION ADVICE

Equity Release &
Later Life Lending

If you’re over 55, equity release can help unlock tax-free cash from your home, giving you greater financial freedom in retirement.

EQUITY RELEASE

Get Started with a Free Consultation

Our consultations are free and without obligation. If you decide to proceed with our advisers recommendations, a fee may apply but we’ll always be transparent and discuss any costs with you.

Expert Financial Advice UK Wide