Menu
close

About Beals Wealth Management

Our team of advisers are located across the UK, offering personalised guidance in all core financial areas to help you make the most of your finances. Whether you prefer face-to-face meetings with a local adviser, or the flexibility of teams and telephone consultations, we provide expert advice wherever you are.
OUR ADVISERS

Mortgages | Investments | Wealth Management | Pensions | Protection | Equity Release

3,200+

Active Pension & Investment Clients

We pride ourselves on providing a bespoke service tailored to each client’s needs.
£400M+

Funds Under 
Our Advice

We oversee over £400 Million in client funds, conducting thorough annual reviews to ensure they remain aligned with our clients evolving financial goals.
10,500+

Mortgage Completions

We have successfully completed over 10,500 mortgages, providing trusted advice and personalised financial solutions to help clients achieve their property goals.
4.9/5

Trustpilot & Google Rating

With an Excellent rating from our clients, we consistently deliver expert financial advice, and exceptional service.

Over 29 years experience

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.

Rated Excellent.. Don't just take our word for it!

As your trusted financial or mortgage adviser, we will:

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

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

SOCIALS

Visit our FacebookVisit our InstagramVisit our LinkedIn

Why choose Beals Advisers?

Working with our financial advisers offers trusted expertise, personalised guidance, and tailored strategies to achieve your financial goals:
We take a comprehensive view of your financial situation, considering factors such as insurance, mortgages, retirement, savings and investments, estate planning, and cash flow management.
We can provide strategies to minimise tax liabilities, ensuring you keep more of your money.
We can help you develop and manage an investment portfolio that aligns with your financial objectives and risk profile.
We have access to a wide range of financial products and tools that may not be available to individual investors.
SPEAK TO AN ADVISER

"Most unadvised customers would experience better financial outcomes if they 
followed professional advice"

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

Our Most Popular 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:

Retirement Planning Advice

From building a retirement strategy to reviewing pensions and exploring income options, we offer comprehensive retirement planning tailored to your unique needs. Our services include pension reviews, consolidation, drawdown, annuities, and retirement income strategies designed to help you secure the future you want.
Retirement Planning Advice >

New Mortgages & Remortgaging Advice

Buying your first home, investing in buy-to-let, purchasing a second property, or remortgaging for a better deal, we offer access to the whole of market for mortgages to find the right one for you. Our expert advisers provide tailored solutions to meet your needs and long-term financial goals.
Whole of Market Mortgage Advice >

Pensions Advice

Whether you're reviewing your existing pensions, looking to consolidate, or exploring retirement income options, we offer comprehensive pension advice tailored to your needs. Our services include pension reviews, drawdown strategies, and retirement planning to help you secure your future.
Pension Advice >

Insurance & Protection

Looking for life insurance, income protection, or critical illness cover, we offer comprehensive protection and insurance advice tailored to your needs. Our expert advisers help you find the most suitable coverage to protect your family, income, and future.
Insurance & Protection Quotes >

Investment Advice

Looking to grow your wealth, plan for the future, or explore investment opportunities? We offer expert investment advice tailored to your needs. Our advisers help you select the right strategies to meet your financial goals and risk tolerance.
Investment Advice >

Wealth Management

If your looking to protect and grow your wealth, plan for the future, or manage your assets, we offer expert wealth management services tailored to your needs. Our advisers work with you to develop strategies that align with your financial goals and long-term aspirations.
Wealth Management Advice >

Frequently Asked Questions

What is financial advice, and why is it important?

Financial advice involves professional guidance on managing your money, including pensions, investments, and insurance. It helps you make informed decisions to potentially grow your wealth, reduce risks, and secure your financial future.

Do I need a financial adviser?

A financial adviser can provide expert guidance tailored to your financial situation, helping you plan for retirement, invest wisely, or protect your assets. Their expertise is especially valuable for complex financial decisions.

How often should I review my financial plan?

It’s recommended to review your financial plan annually or whenever significant life changes occur, such as buying a home, starting a family, or changing jobs.

How can a financial adviser help with retirement planning?

A financial adviser helps you plan for retirement by assessing your current financial situation, setting clear retirement goals, and recommending strategies to build your retirement savings. They can guide you on pension options, investment opportunities, and tax-efficient retirement planning.

What’s included in a comprehensive financial plan?

A financial plan covers investment strategies, retirement planning, cash flow management, insurance needs, estate planning, and tax efficiency to help you meet your financial goals.

Do I need a mortgage adviser to get a mortgage?

While not mandatory, a mortgage adviser can simplify the process, provide access to whole of market for mortgages, and guide you through complex terms, saving you time and money.

What should I consider when choosing a mortgage adviser in the UK?

When choosing a mortgage adviser, consider their qualifications, experience, and access to a wide range of lenders. It’s important to work with an adviser who understands your needs, can explain mortgage options clearly, and provides advice tailored to your financial goals.

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: info@bealsfs.co.uk
BOOK NOW
Visit our FacebookVisit our Instagram
ComplaintsPrivacy Policy & Terms
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 and Quilter Mortgage Planning 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
lockchevron-down linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram