Since starting with Beals Wealth Management I have been mainly branch – based, advising clients on their next steps within the mortgage, protection and investment field. I have been able to support clients from the start of their mortgage journey and investment plans to re-mortgaging and solidifying retirement goals and income.

As a Mortgage & Financial Planner, I provide advice on mortgages, protection policies, general insurance, as well as pre and post-retirement pensions and investments.

I help my clients from start to finish with their financial needs, I strive to ensure that all my clients are provided with the most suitable and competitive options to achieve their financial goals and I pride myself on maintaining on-going relationships with all my clients.

In my spare time I enjoy regular gym classes and I am also a keen film lover with regular trips to the cinema.