Kieran James

Protection Adviser
Unit 1, Fulcrum 2, Solent Way, Whiteley, Fareham, PO15 7FN
01489 585 581

Skills & Area's of Advice

Life Insurance
Income Protection
Mortgage Protection
Buildings & Contents Insurance
Private Medical Insurance
Critical Illness Cover
Family Income Benefit
Business Protection
Accident/Sickness & Unemployment Cover
Unemployment/Redundancy cover may not always be available.

Our Company Services

Pension Advice
Whole of Life
Mortgage Advice
Inheritance Tax Planning (IHT)
Financial Planning
Wealth Management
Pension Tracing
Retirement Planning

About Kieran James

When I first joined Beals, I started in a Telesales role, booking appointments for clients and often being their first point of contact before they were assigned to an adviser. This role gave me valuable experience in building strong relationships and communicating clearly and consistently, tailoring my approach to meet each client’s individual needs.

I’ve since transitioned into my role as a Protection Adviser, where I now use those same skills to help clients find the most suitable protection and insurance solutions. I believe having some form of protection in place is essential - life can be unpredictable, and it's important to be prepared for whatever the future may hold.

Outside of work, I enjoy keeping active with workouts, watching sports, and spending quality time with friends and 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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