Mark Hurst

Mortgage and Financial Planning Adviser
DipPFS - Diploma in Financial Planning
CeFA - Certificate in Financial Planning
CeRER - Certificate in Equity Release
CeMAP - Certificate in Mortgage Advice & Practice
268 London Road, Waterlooville, PO7 7EP
01489 585 581

Skills & Area's of Advice

Pension and Retirement Planning
Equity Release
Wealth preservation and creation
Investment planning
Inheritance tax planning
Protection for individuals and families
General Insurance
Mortgages

Experience & Achievements

Experience in all core advice areas, as well as a specialist in mortgages, wealth management and pensions.
Working across all client areas including private clients, corporate clients and vulnerable clients. Working with professional connections such as accountants, estate agents and solicitors.
Interested in educating future financial advisers going through their training.
Interested in supporting local charities and helping local businesses prosper.

About Mark Hurst

I am a highly accredited mortgage and financial planner with 24 years of experience in the financial services industry, 23 of which have been spent in estate agencies, and 17 years with Beals Mortgage and Financial Services. My commitment and drive to help others have been paramount in getting me to where I am now.

I was born and raised in Waterlooville, giving me extensive knowledge of the area and the local community. I have built an excellent reputation and maintain a solid following of loyal clients.

Giving back to local businesses, especially helping young people, is a topic very close to my heart, being the father of three young boys. On weekends, I am an instructor with the Bear Grylls Survival Academy. I enjoy educating people on survival skills and building relationships both within the family and the corporate world. Additionally, I enjoy keeping fit, boxing, and spending time in the great outdoors.

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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