Mandy Puntis

Mortgage & Protection Adviser
CeMAP - Certificate in Mortgage Advice & Practice
Certificate in Equity Release
MBA - Master of Business Administration 
Unit 1, Fulcrum 2, Solent Way, 
Whiteley, Fareham, PO15 7FN
01489 585 581

Skills & Area's of Advice

Mortgages
First-Time Buyers
Re-Mortgages
Equity Release
Buy To Let Mortgages
Protection and Buildings & Contents Insurance
Holiday Home Mortgages

Experience & Achievements

Offer mortgage advice from the whole of market for mortgages.
Expert lender knowledge.
15 years’ experience in advising on mortgages and protection.
Specialist in Equity Release.
Professional service where the customer is always put first.

About Mandy Puntis

I have over 15 years experience in the industry and have been working as a whole of market mortgage adviser for Beals Mortgage and Financial Services’s for over 10 years. As a qualified mortgage adviser, I can offer you expert knowledge of the whole mortgage market and ensure you find the correct solution and product to match your needs and situation. Most importantly, I will make sure you fully understand all the options that are available to you and will manage all the communication with the lender until you receive your mortgage offer.

I have a large customer base, and build long term relationships with my existing clients. I work with a wide variety of customers, from those who are looking to purchase for the First Time, Home Movers, Re-Mortgages, Buy To Let Mortgages and Portfolio Landlords and specialise in sourcing for more complex cases.

On a personal level, I am married with 2 children (18 and 14) and my spare time is devoted to spending time with my family and friends.

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

Looking for a financial adviser near you?

Our first appointment is free of charge and with no-obligation! Available by phone, video call or face-to-face.
Email us: info@bealsfs.co.uk
BOOK NOWComplaintsPrivacy Policy & Terms
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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