James Black

Chartered Financial Planner
Cert CII (MP) - Certificate in Mortgage Advice
Cert CII (ER) - Certificate in Equity Release
Cert CII (Life and Pensions) – Certificate in Life and Pensions
Award in Long Term Care Insurance
Unit 1, Fulcrum 2, Solent Way, Whiteley, Fareham, PO15 7FN
01489 585 581

Skills & Area's of Advice

Pensions & Retirement Planning
Savings & Investments
Wealth Management
Financial Planning
Inheritance Taxation Planning
Long Term Care Planning
Protection & Business Protection

Experience & Achievements

Achieved Chartered Status
Achieved the appropriate qualification and relevant licence to provide advice on defined benefit pensions and transfers.
Membership of the Chartered Insurance Institute (CII)

About James Black

I take pride in offering a professional and personal service; my aim is always to get to know my clients to understand their circumstances and to ensure that I can provide a bespoke service that will help them achieve their goals.

Since completing my degree in Law & Economics, I have worked in financial services since 2008. I started my career working for one of the largest investment providers in the UK, working on a consultancy basis with adviser firms along the South Coast and London before becoming a financial adviser.

Outside of work, I have a keen interest in Martial Arts and Football and spending time with my family.

Award Winning Network

Beals Wealth Management are proud to be part of Quilter Financial Planning, an award-winning network celebrated for its outstanding customer service, innovative platforms, and exceptional financial strength.

Recognised for Service

FT Financial Adviser Service Awards 2024 - Five Stars (Platform, Pension, Investments)
Defaqto - Gold Service (Platform, Pension, Investment Bond)
Investment Life & Pensions Moneyfacts Awards 2024 - Best Online Service

Highly Rated Products

Defaqto - 5 Star rating (Platform, Personal, Pension, Drawdown & Onshore Bond)
Defaqto - 5 Diamond rating (WealthSelect, Monthly Income, Cirilium Blend, Cirilium Passive and Creation)
Money Marketing Awards 2024 - Best Retirement Provider

Exceptional Platform

Member of The London Institute of Banking and Finance
Schroders UK Platform Awards 2024 - Platform of the Year
Investment Life & Pensions Moneyfacts Awards 2024 - Best Wrap/Platform
Inheritance Tax Planning, Trusts, Tax Planning, Estate Planning, Will Writing & Powers of Attorney are not regulated by the Financial Conduct Authority.

Tax treatment varies according to individual circumstances and is subject to change.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Approver Quilter Financial Services Limited and Quilter Mortgage Planning Limited. March 2025

Registered office address: Unit 1 Fulcrum 2 Solent Way, Whiteley, Fareham, England, PO15 7FN. Registered in England and Wales under reference 08286166
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