Andy Gardner

Financial Planner

DipFA - Diploma qualified for Financial Advice

CeMAP - Certificate in Mortgage Advice & Practice

ER1 – Equity Release

BSc – Sports Science

CONTACT ANDY

Alexandra Gate, Business Centre
Ffordd Pengam, Cardif, CF24 2SA

02920 099 150

info@bealsfs.co.uk

Skills & Area's of Advice

Pension Advice

Investment Advice

Mortgage Advice

Wealth Management

Inheritance Taxation Planning

Lifetime Mortgages

Equity Release

General Insurance

Personal Protection

Experience & Achievements

Trusted Financial Adviser with high level of experience.

Membership of The Chartered Banker Institute (CBI).

Has a network of specially selected experts to support all your advice needs.

Work alongside other professionals such as accountants, estate agents & solicitors.

Experience in all core advice areas, as well as a specialist in wealth management and pensions.

About Andy Gardner

I am a fully qualified Financial Adviser based in Cardiff.

I trade as Premier Financial Solutions, but I am part of larger firm called Beals Mortgage & Financial Services Ltd.

With over 16 years experience, I feel that I am ideally placed to provide sensible financial advice, that you can trust!

I work with a range of different clients, from First Time Buyers looking to purchase their first home to older clients looking to step back & enjoy their retirement.

While I am based in Cardiff, I can provide advice for clients all accross the UK.

Appointments can be held over the phone, in person or via Zoom.

Meetings can be booked to take place during office hours, evenings, or weekends.

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

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 NOWComplaints Privacy Policy & Terms

SAVINGS & INVESTMENTS PENSIONS & RETIREMENT MORTGAGES & REMORTGAGING WEALTH MANAGEMENT INSURANCE & PROTECTION FINANCIAL PLANNING EQUITY RELEASE

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