Our Latest Client Reviews

 
 
 
 
  
 
Excellent5.0179 reviews
 
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Excellent179 reviews
 
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 Maxine Clark 
 
1 days ago
 
 
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Great service from Alex. Cares about the person as an individual.
  
 
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Beverley Williams 
 
6 days ago
 
 
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Kieran was very helpful in explaining the policy and kept in touch regularly.
  
 
 
 
 
 
 
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 Tracy Doyle 
 
8 days ago
 
 
 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.
  
 
 
 
 
 
 
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 Steph Tully 
 
21 days ago
 
 
 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 👌 👏
  
 
 
 
 
 
 
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 Happy Buyer 
 
31 days ago
 
 
 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 .
  
 
 
 
 
 
 
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 1979julianne 
 
56 days ago
 
 
 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
  
 
 
 
 
 
 
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 Barnabas Palfrey 
 
57 days ago
 
 
 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
  
 
 
 
 
 
 
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 Marocico Dumitru 
 
72 days ago
 
 
 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!
  
 
 
 
 
 
 
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 Darren Mugford 
 
79 days ago
 
 
 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.
  
 
 
 
 
 
 
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 David Frost 
 
87 days ago
 
 
 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.
  
 
 
 
 
 
 
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 Lauren Street 
 
91 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
 
I used Beals a number of times now and always get great service. Tim is highly professional and always gets us the best deal on offer. I'd highly recommend.
  
 
 
 
 
 
 
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 Dave Clack 
 
92 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
 
Brilliant service
  
 
 
 
 
 
 
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 Lesley Bohling 
 
92 days ago
 
 
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I have been very grateful over the past year for Paul Janes expert financial advice for my husband and I. Paul has made all our options very clear and nothing has been to much trouble for him. He patiently took us every step of the way. We are delighted we chose Beals Wealth Management and we look forward to a long association with them and with Paul in particular. Lesley and Alan Bohling
  
 
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Hannah Buckley 
 
92 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
 
Clare Cheeseman helped me with my mortgage renewal, I thought this was due a lot earlier than it actually was & thought I had left it to the last minute. Clare was very reassuring the whole time about me leaving it to the last minute & was extremely helpful in explaining everything to me. Really helpful service & friendly to talk to. Definitely would recommend. Thanks Clare!!
  
 
 
 
 
 
 
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 Ben Temperton 
 
93 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
 
Christine has been my financial advisor for a few years now and I feel in safe hands with her advice, experience and expertise. Forever friendly, and always welcoming with any questions I have. Could not recommend Christine enough!
  
 
 
 
 
 
 
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 Kate Geddes 
 
99 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
 
Have to say a huge thank you to Mark Hurst who has been so professional throughout our somewhat awkward remortgage.  We did not tick all the boxes ,being  ex pats and pensioners,  and thought at one point we would lose the house which was our pension pot really. Mark never gave up on us and was available when we needed him.   He answered every query promptly and that cannot be underestimated. We can honestly say do not bother looking anywhere else because if he can come through like this for us then he can do it for anybody. thanks again Mark
  
 
 
 
 
 
 
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 Jason Michel 
 
111 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
 
Absolutely fantastic service from Clare from start to finish. She went above and beyond to help secure our additional borrowing and made the whole process feel simple and stress free. Communication was brilliant throughout, always happy to answer questions and explain everything clearly. You can tell she genuinely cares about her clients and wants the best outcome for them. Would highly recommend Clare to anyone looking for mortgage or financial advice 😊
  
 
 
 
 
 
 
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 diana warren 
 
113 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
 
Kieran was able to arrange my life and income protection cover. he was understanding and patient with me and took tie to understand my needs/concerns. Highly recommend :)
  
 
 
 
 
 
 
 Posted on Google  
 
  
 
 
 corinne austin 
 
116 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
 
Mark was fantastic, handled Every aspect of our mortgage and answered any questions we had. Fantastic service. 100% recommend.
  
 
 
 
 
 
 
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 Phillip Jackson 
 
118 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
 
Helped me out a lot with finding the best mortgage deal over the years. Extra advice with mortgage has been very useful too.
  
 
 
 
 
 
 
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 Lorraine Lowey 
 
119 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
 
I am very happy to have Holly as my financial adviser. She has guided me through my pension transfer. She had patience with me as I struggle with tge whole subject.
  
 
 
 
 
 
 
 Posted on Google  
 
  
 
 
 kurt freegard 
 
134 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
 
Olivia at Beals has been brilliant. As a first time buyer the whole process was new to me, but from the very start she has been friendly, reliable, incredibly informative and more than helpful whenever I've had questions or didn't fully understand something. Couldn't recommend her highly enough!
  
 
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Jon Cornish 
 
136 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
 
I can throughly recommend Mr James Grant Senior Partner & Financial Advisor at Beal’s Wealth Management. James kindly arranged my pension pots to best suit my needs and future wishes. James was extremely patient, understanding and supportive of my needs. To date the performance of my pension has been excellent.
  
 
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Luke Voulgarakis 
 
152 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
 
Christine has been our mortgage advisor for years - she’s fabulous, kind, patient and finds great deals!
  
 
 
 
 
 
 
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 Emma Lovegrove 
 
167 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
 
I’d like to highlight the excellent service I received from Gary Jackson at Beals Mortgage and Financial Services. Gary has been consistently reliable, straightforward, and professional throughout the entire process. This wasn’t a simple transaction, and there were several complications along the way, but Gary remained calm, focused, and solution‑driven. He took the time to explain everything clearly, kept me updated at each stage, and made sure I understood all the options available. His communication was efficient, his advice was sound, and he always acted with my best interests in mind. What I appreciated most was that Gary doesn’t deal in fluff — he’s practical, honest, and gets things done. In a process that can easily become overwhelming, having someone who knows the industry inside out and handles issues without fuss made a huge difference. I’d happily recommend Gary to anyone who needs solid mortgage advice and wants someone who genuinely knows their craft.
  
 
 
 
 
 
 
 Posted on Google  
 
  
 
 
 KHANDOKAR ABU TALHA 
 
175 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
 
Olivia is an excellent mortgage broker. We felt absolutely no stress whatsoever when applying for our mortgage. She was extremely responsive to our queries, even at late hours, on weekends, and during her holidays. On multiple occasions when the sale collapsed, Olivia reapplied for our mortgage on our behalf without any extra fees, exactly as promised, and with the same level of care and diligence as the very first application. Highly recommended.
  
 
 
 
 
 
 
 Posted on Google  
 
  
 
 
 peter hartley 
 
176 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
 
I recently  required some important financial advice for which I started a search finding Beals I contacted them and was put in touch with Chris  Milczarek Speaking with and discussing my situation he quickly assisted me through my concerns extremely clearly. So much so that I am pleased to highly recommend him with a 5 star rating. Thanks Chris. Peter H
  
 
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Helen Brusby 
 
182 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
 
Very happy with the communication, knowledge and politeness of everyone at Beals, they work for you.
  
 
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Kevin Booth 
 
183 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
 
Dominic Higham was very thorough on his detail and after taking over my old advisor had a lot of details
  
 
 
 
 
 
 
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 Josh Duddridge 
 
183 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
 
Kieran provided an excellent service when arranging life insurance policies for our two directors. From the outset, he took the time to really listen to our queries, concerns, and suggestions, making sure he fully understood what we were looking for. He explained everything clearly and professionally, guiding us through the different options available and outlining what he believed would be the most suitable cover for our needs. Importantly, he didn’t push us in any particular direction; instead, he presented multiple options for us to consider, offered his expert advice, and supported us in making the decisions that felt right for our business. The whole process felt transparent, well-informed, and stress-free thanks to Kieran’s approach. We’d happily recommend him to anyone looking for clear guidance and a genuinely supportive service when arranging insurance.
  
 
 
 
 
 
 
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