The Cost of Pension Advice: Common Misconceptions & What It Really Costs to Get Help

 
 
 
 
  
 
5.0
 
5.0
 
Top Rated Service 
 
 
 Verified by Trustindex  
Trustindex verified badge is the Universal Symbol of Trust. Only the greatest companies can get the verified badge who has a review score above 4.5, based on customer reviews over the past 12 months. Read more
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Lorraine Lowey 
 
7 May 2026
 
 
 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  
 
  
 
 
 Jon Cornish 
 
20 April 2026
 
 
 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  
 
  
 
 
 peter hartley 
 
11 March 2026
 
 
 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 
 
5 March 2026
 
 
 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 
 
4 March 2026
 
 
 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
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 trevor holt 
 
4 March 2026
 
 
 Trustindex verifies that the original source of the review is Google. 
i had my annual financial review with MR DANIEL PYLE. DANIEL has continued to maintain an extremely high standard of explaining with an easy to understand method of how my investments through his recommendations have performed in the last year and has answered all of my questions in a clear and easy to understand way. Daniels advice and guidance has resulted in a continued growth of my investments that has continued to exceed my expectations. an amazing financial advisor (guru) at an amazing company, BEALS  WEALTH  MANAGEMENT
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 B. Radley 
 
25 February 2026
 
 
 Trustindex verifies that the original source of the review is Google. 
As a long standing customer I am very happy to endorse the Beals Wealth Management Team, particularly Simon Davies and Sarah Sampson who are always very diligent, helpful and professional in providing robust acurate advice concerning my long term financial arrangements.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Paul Cook 
 
27 January 2026
 
 
 Trustindex verifies that the original source of the review is Google. 
I've been using Beal's for a good few years now. I find them to be helpful, friendly & knowledgeable. Would recommend.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Valerie McCarthy 
 
26 January 2026
 
 
 Trustindex verifies that the original source of the review is Google. 
Simon Davies is a very honest, competent and friendly advisor. He has been so helpful over the past 10+ years, looking after my pension fund and ISA, giving me clear and honest advice. I am delighted to say that these funds have grown steadily over the years - thank you. Simon is also very patient when explaining options. And, always on time with any phone appointments we have too. Thank you Simon.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 jackie mason 
 
22 January 2026
 
 
 Trustindex verifies that the original source of the review is Google. 
I have trusted Mike from Beals with my investments for over 10 years and he has always been patient, honest, supportive and extremely knowledgeable.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Nigel Brazendale 
 
16 January 2026
 
 
 Trustindex verifies that the original source of the review is Google. 
Simon Davies has always been fair honest and professional with our dealings. He is great and have recommended him to others many times.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Anna Lacey 
 
6 January 2026
 
 
 Trustindex verifies that the original source of the review is Google. 
Calls on time, answers questions and researches anything that is unclear.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 neil davies 
 
5 December 2025
 
 
 Trustindex verifies that the original source of the review is Google. 
My first pension review with this company as ive been there 12 months and Simon Davies my advisor was very informative and spoke in a clear and understandable manner,my funds are also doing well so well done keep it going 👍
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Louise Joyce 
 
2 December 2025
 
 
 Trustindex verifies that the original source of the review is Google. 
Mark Hurst helped us with our mortgage when moving house. We have used Mark for previous mortgage and pension advice. Mark is our go to and we will always recommend Mark to others. He is a real pleasure to deal with and he helps get the best for his clients. We wont go to anyone else.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 James Woodman 
 
28 November 2025
 
 
 Trustindex verifies that the original source of the review is Google. 
Very happy with Beals Wealth Management and In particular James Grant my FA. Communication is clear ,timely and importantly at the date & time agreed. Very pleased with the performance in my first two years with Beals.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Maria Puckey 
 
26 November 2025
 
 
 Trustindex verifies that the original source of the review is Google. 
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Darren Faulkner 
 
26 November 2025
 
 
 Trustindex verifies that the original source of the review is Google. 
We dealt with Paul and Charlie for life and critical insurance on our business. Very professional, knowledgeable and efficient. Would recommend them to anyone wanting any form of advice on insurance, pensions or investments.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 jacky parish 
 
12 November 2025
 
 
 Trustindex verifies that the original source of the review is Google. 
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Jo Morrell 
 
24 October 2025
 
 
 Trustindex verifies that the original source of the review is Google. 
My advisor, Chris Milczarek is always very polite and attentive of my pension needs. I’m happy to refer him.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Brian Tee 
 
20 October 2025
 
 
 Trustindex verifies that the original source of the review is Google. 
James Black from Beal's Wealth Management explained where we were with our ISA and Pension funds and also explained the reasons why and the increases in the Fees we would be charged in the future. We were very happy and we both thought James did an excellent job. Thanks Brian and Sue Tee.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Alanjohn Evans 
 
16 October 2025
 
 
 Trustindex verifies that the original source of the review is Google. 
It was sufficient
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Dominic Pisani 
 
14 October 2025
 
 
 Trustindex verifies that the original source of the review is Google. 
A really lovely team of advisors, especially Chris M, always on hand to answer questions and advise where appropriate. The yearly reviews are really helpful to ensure the pension is on the right track, but they call you mid-year if they recommend a change to any products. Really reassuring to have them assisting with and looking after my private pension.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Mehmood 
 
11 October 2025
 
 
 Trustindex verifies that the original source of the review is Google. 
Trevor has been extremely professional and helpful over a number of years.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Christine McFall 
 
7 October 2025
 
 
 Trustindex verifies that the original source of the review is Google. 
Mark Hurst has been managing my portfolio for many years. Even in a struggling economy he manages the market successfully. Mark is the most professional, knowledgeable,  trustworthy financial advisor I have had the pleasure to deal with. He is an absolute gentleman whom I highly recommend.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Malcolm Harrison 
 
3 October 2025
 
 
 Trustindex verifies that the original source of the review is Google. 
Excellent service. Our advisor explains everything clearly.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Carol Meyer 
 
17 September 2025
 
 
 Trustindex verifies that the original source of the review is Google. 
Excellent service and a great company. Its been wonderful to work with Chris Milczarek my financial planner who not just helps me sound advice with my pension but always gives me genuine time to discuss other options.  Thank you...
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Paula Rodney 
 
22 August 2025
 
 
 Trustindex verifies that the original source of the review is Google. 
My brilliant adviser, Neil Adams, gave attainable and realistic advice when helping me to plan for my future retirement. He was extremely informative and infinitely patient when dealing with my many questions and I wouldn't hesitate to recommend him.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Michael V 
 
6 August 2025
 
 
 Trustindex verifies that the original source of the review is Google. 
Olivia who is my new adviser has been very kind and extremely helpful. She brought all up to date on my pension fund and sent me the info I needed. I've been with Beals since 2018 and always had a great service.