Charles Boyd

Financial Planner

DipPFS - Diploma in Regulated Financial Planning

CII Level 3 - Certificate in Mortgage Advice

CII Level 3 - Certificate in Equity Release

Cll Level 4 - Certificate in Advanced Mortgage Advice

CONTACT CHARLES

Unit 1, Fulcrum 2, Solent Way, Whiteley, Fareham, PO15 7FN

01489 585 581

info@bealsfs.co.uk

Skills & Area's of Advice

Mortgages

Protection for loved ones and dependents

General insurance

Pensions

Retirement Planning

Wealth Management

Investment and pre-retirement planning

Inheritance Taxation Planning

Private school funding plans

Experience & Achievements

5 years experience in the financial services industry

Achieved Diploma level status

Achieved Mortgage certified status

Membership of The Chartered Insurance Institute and Personal Finance Society

About Charles Boyd

I have been with Beals Wealth Management since December 2023, having joined the financial services industry in 2019.

I strive to build long term relationships with my clients, fully understanding my clients needs and goals is imperative to providing personalised financial advice - whether that be providing advice on pensions, mortgages, protection, inheritance tax planning or investments.

In my spare time, I enjoy keeping fit & healthy by going to the gym and playing a range of other sports, spending quality time with my family and friends & travelling both in the UK and abroad.

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