Financial & Mortgage Advisers in Hampshire: Rated Excellent

 
 
 
 
  
 
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  
 
  
 
 
 Gary Trent 
 
230 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
Olivia (Powell) was very friendly in a professional way. She was very easy to talk to, impressed me with her skills and competency and answered all our questions succinctly. She gave us good advice and was unbiased in her views. I would no hesitate to highly recommend her.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Nigel Brazendale 
 
230 days ago
 
 
 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  
 
  
 
 
 Phil 21 
 
237 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
Tim Meiris at Beals has been absolutely exceptional. He is excellent at following up on every detail and is particularly strong at dealing with complex situations. Tim has managed both of our mortgages and has been outstanding throughout, especially when handling a complicated scenario involving my mother’s new home and a second mortgage. His advice and guidance were incredibly helpful, clear, and reassuring at every stage. Tim is super friendly, extremely proactive, and very efficient when it comes to paperwork and securing deals quickly. I wouldn’t hesitate to highly recommend Tim to anyone looking for a mortgage advisor who is thorough, knowledgeable, and genuinely great to work with.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Anna Lacey 
 
240 days ago
 
 
 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  
 
  
 
 
 Chizitere Chimezie 
 
255 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
Olivia Rowell was very supportive throughout the process of our getting our dream home, always a step ahead, encouraging, replying our questions and emails very promptly and kudos to Olivia we got the best interest rate. Would gladly do this over and over again with her.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Courtney Brown 
 
259 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
I’ve had a great experience working with Holly. She is knowledgeable, responsive, and took the time to explain options clearly. I feel confident knowing my finances are being managed with care and professionalism. Highly recommended
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Lee Barrow 
 
262 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
We arranged our life insurance with Lewis, who I can't recommend highly enough. There was a few medical issues from our side which he was able to get sorted with the provider.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 James 
 
271 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
Rating 5 stars - I had Olivia help me out with buying my first home on a recommendation and she was excellent. She made sure I fully understood the process and the options available to me, so I always felt in control. She was also very helpful and prompt, and even assisted with a last minute request to get me a lower interest rate. Highly recommend.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 neil davies 
 
272 days ago
 
 
 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 
 
275 days ago
 
 
 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 
 
279 days ago
 
 
 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 
 
281 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Darren Faulkner 
 
281 days ago
 
 
 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  
 
  
 
 
 zx yang 
 
282 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
Great communication and customer service, would recommend. Our case was handled by  Mandy PUNTIS were always quick to answer our queries. Thanks again!
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Louise Edwards 
 
295 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
I had an excellent experience working with Mandy Puntis. She is incredibly helpful and knowledgeable, guiding me clearly through the process and advising me on exactly how much I could borrow. Her professionalism, patience, and friendly approach made what can be a stressful process feel straightforward and manageable. I would highly recommend Mandy to anyone looking for clear, expert mortgage advice.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 jacky parish 
 
295 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Amelia Atchison 
 
301 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
I can’t thank Clare enough for all her help with my mortgage and insurance! As a first-time buyer, I was quite nervous about the whole process, but Clare was so kind, patient, and supportive from start to finish. She took the time to explain everything clearly, always kept me updated, and made what could have been a stressful experience feel really easy and reassuring. Clare genuinely cares about her clients and goes above and beyond — I couldn’t have asked for a better adviser. I’d highly recommend her to anyone looking for someone trustworthy and compassionate to guide them through the process.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Jo Morrell 
 
314 days ago
 
 
 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  
 
  
 
 
 Mambo Raissa 
 
317 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
Fantastic service from Clare . She was very friendly, professional, and always happy to help at all times . She made the mortgage process smooth and stress-free especially for a first time  buyer like myself. Highly recommend!
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Nji Cyrille 
 
317 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
Clare Cheeseman provided great service from the start to the end, gave good advice and direction mortgage was successful. highly recommend
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Brian Tee 
 
318 days ago
 
 
 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 
 
322 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
It was sufficient
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Dominic Pisani 
 
324 days ago
 
 
 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 
 
327 days ago
 
 
 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 
 
331 days ago
 
 
 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 
 
335 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
Excellent service. Our advisor explains everything clearly.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Adam Pendleton-Brown 
 
343 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
We were put in touch with a gentleman called Kieran. This appointment was to discuss the possibility of taking out a new critical illness cover. He explained that he had done some research and went through the options. Kieran was very thorough and explained everything in detail. From start to finish the service was excellent.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Lauren Cane 
 
346 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
Recently exchange don my property and Olivia Rowell handled my mortgage. She is very professional, knowledgable and prompt with enquiries and responses! Will be recommending her to all friends/family etc.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Xanthe Weatherhead 
 
350 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
Olivia was fantastic from start to finish. She gave me so much information in our initial conversation before I had even agreed to use her as my broker. I felt so confident that I would be looked after and it was true! Olivia kept track of the mortgage rates throughout, locking in lower mortgage interest rates as they changed whilst waiting for our house to go through. She was so patient with us when we had to reapply as our first sale fell through and even successfully appealed for us when our mortgage for the second house was initially rejected. Olivia also provided great advice regarding protection for our home and livelihoods. I would highly recommend her.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Carol Meyer 
 
351 days ago
 
 
 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  
 
  
 
 
 Priscilla Karim 
 
356 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
I’m very impressed with the services I received. I and my husband were looking for a house and Clare Cheeseman made this experience worthwhile with getting us the best mortgage deal and would follow up if there is a rate drop to change to lower interest rate. It took us nearly two years as the first property fell through and Clare was there every step of the way, checking on the progress, helped us close a good rate at last minute as well. So grateful that we finally got our keys today.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Max Ward 
 
356 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
Christine is a superb adviser who takes the time to understand her clients' needs and concerns. After expressing my desire to consolidate my arrangements in the medium term, Christine expertly worked on a range of options, clearly explaining all considerations and most importantly offering plans for the future. I cannot recommend Christine highly enough.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Edward Chase 
 
359 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
Beals financial services have searched for our mortgages renewals since we started on the property ladder roughly 5 years ago. I can’t recommend them enough! Christine Poynter Mortgage & Protection Adviser is absolutely amazing!! She is super friendly and reliable, always there at the end of the phone with a really helpful and informative outlook when searching for our next mortgage deal! She’s super quick with replying to emails and answers anything even if they may feel stupid. I feel like I’m taking to a good friend! I won’t look anywhere else for a Morgage advice, I highly recommend Christine!
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Matthew 
 
365 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
As always, incredible service from Alex Hudson with sorting a new mortgage out for me. Communication is incredible and he is very efficient. Whole process with simple and smooth, I couldn’t recommend enough. thank you Alex!
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Julie Russell 
 
372 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
We are really happy with our Financial Advisor, James Grant. He is always very friendly, easy to talk to and very efficient and knowledgable regarding Financial Matters.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Paula Rodney 
 
377 days ago
 
 
 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 
 
393 days ago
 
 
 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.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Fatima C 
 
394 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
I have no words to describe how helpful Christine Poynter has been during our mortgage process. She went above and behind to make sure we always understood every step during this long journey. Her incredible sense of humour kept us positive during times we almost felt like giving up. Always available for a reassuring phone call when needed. Thank you for your professionalism and great work but also for your positive attitude and friendly manners, so needed during our difficult process. We will never forget your support.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Michael Clarke 
 
395 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Emma Linley 
 
396 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
Excellent service and advice from Chris. Easy to deal with and proactive with recommendations around future planning.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Victor Lejasmeiers 
 
398 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
Charles Boyd carried out my annual review, the meeting was carried out in a relaxed but effective manner. I was impressed in the manner to which my information was given to me. I look forward to working with him in the future.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Gabriel Dusa 
 
398 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
Charles has been an exceptional mortgage advisor throughout our home-buying journey. While the process was far from smooth delays from the bank and extensive financial requests from the solicitor tested our patience Charles went above and beyond, utilizing every resource at his disposal to help us secure our first home. His dedication and support were invaluable, and I cannot recommend him highly enough!