Financial Advisers in Westminster: Rated Excellent

 
 
 
 
 
 
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Claire Privett 
 
8 October 2026
 
 
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Olivia has been so helpful at giving me financial advice that helps me to understand it all! Recommend!
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Molly Johnson 
 
19 September 2026
 
 
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Wouldn’t go anywhere else! Holly made me feel at ease throughout the process and was very professional.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 harry crockford 
 
18 September 2026
 
 
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Holly made the process of consolidating my pension and setting up regular contributions easy.

Kieran was extremely helpful in sorting out my income protection and was very flexible in finding a time that worked around my schedule to talk.

Would highly recommend
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Elena Crockford 
 
18 September 2026
 
 
 Trustindex verifies that the original source of the review is Google. 
Great experience with Beals, would recommend! Holly helped my husband with setting up his pension - she answered all our questions & was really helpful. Kieran also set up our protection and the whole process was seamless. Thankyou!
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Richie Roser 
 
16 September 2026
 
 
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20 years we've been with Christine and she's never let us down. She's sorted everything for us over the years, the mortgage, protection, and now we're looking at equity release. What I like is she doesn't rush you or blind you with science, she just talks you through it. Any question and she's straight back to you. Lovely lady, can't recommend her enough.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 joe tolster 
 
14 September 2026
 
 
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Great service, Christine was very polite, friendly and responses were always swift. Even keeping an eye on our application whilst returning from holiday.
Highly recommend
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Susan Newman 
 
11 September 2026
 
 
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If anyone is looking for a Mortgage I would thoroughly recommend Christine, she goes above and beyond looking at all options available to suit your needs.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 joe Davis 
 
10 September 2026
 
 
 Trustindex verifies that the original source of the review is Google. 
Christine has managed our mortgage for several years since we moved into our first home. She makes the process incredibly easy and understandable and goes above and beyond to ensure everything stays stress-free. We highly recommend her to anyone.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Tony Lawrence 
 
10 September 2026
 
 
 Trustindex verifies that the original source of the review is Google. 
Always helpful. Highly recommended 😊👍
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Oliver Sourmenidis 
 
9 September 2026
 
 
 Trustindex verifies that the original source of the review is Google. 
Clare Cheeseman has been exceptional to deal with in helping us secure our mortgage and additional services provided. She is always on hand to offer her help & support and compared to other advisors we dealt with was happy to go the extra mile to ensure we had secured the best product that we were comfortable with. She responds to any queries we have had very quickly and is a credit to the Beals wealth management team, would highly recommend! Thanks Again Clare for all your help :)