Olivia Rowell

Mortgage & Protection Adviser
CeMAP - Certificate in Mortgage Advice & Practice
343 Shirley Road, Shirley, 
Southampton, SO15 3JD
01489 585 581

Skills & Area's of Advice

Mortgage Advice
Protection for Loved Ones and Dependants
General Insurance

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.

About Olivia Rowell

I am a Mortgage & Protection Advisor based in Beal’s Shirley office covering the whole of Southampton and wider areas. I have been in the industry for over 3 years and with Beals since January 2024. I can advise on a wide range of mortgages, including helping first time buyers to get on the property ladder and I also have a good knowledge of the buy to let market including Portfolio Landlords, HMO, Ltd Company and many more.

One of the most important aspects of my role is providing a professional and timely service to my clients from start to finish and I am here to help with any queries my clients may have throughout the whole house purchase process and even once they have moved into the property.

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

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
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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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