Expert Financial Advice UK Wide

Trusted advice on pensions & retirement, mortgages, inheritance tax planning, and more.

Olivia Rowell

Mortgage & Financial Planner
DipPFS - Diploma in Regulated Financial Planning
CeMAP - Certificate in Mortgage Advice & Practice
Unit 1, Fulcrum 2, Solent Way,
Whiteley, Fareham, PO15 7FN

Skills & Area's of Advice

Mortgage Advice
Protection for Loved Ones and Dependants
General Insurance
Business Protection
Pension & Retirement Planning
Investment Planning
Wealth Management

Experience & Achievements

Advising in multiple areas of mortgage advice with experience dealing with all types of clients from First Time Buyers to Portfolio Landlords.
Member of the Chartered Insurance Institute
Experienced advising on a multitude of protection products.
Achieved Diploma Level Status

About Olivia Rowell

"I am a Mortgage & Financial Planner based at Beal’s, dealing with all aspects of client needs. I provide advice on pensions, investments, mortgages, personal insurance, business protection, and general insurance.

One of the most important aspects of my role is providing a professional and timely service from start to finish, and building long-term relationships with my clients to help them with all areas of their financial needs.

In my free time you will usually find me at my yard looking after and exercising my horses or on the beach walking my dog."

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
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. 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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