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Financial advice you can trust

4.9/5 Rating on Trustpilot & Google 
Our clients consistently rate us highly for expert advice, outstanding service, and delivering results.
CONTACT USOUR SERVICES

Mortgages | Investments | Wealth Management | Pensions | Protection | Equity Release

Our Pension & Investment Advisers

Alex Hudson

Financial Planner
DipFA, CeMAP, CeRER
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"I pride myself on providing clients with clear and understandable solutions to their needs and maintaining client relationships over the long term."
ABOUT ALEX

Charles Boyd

Financial Planner
DipPFS, CertSMP, Cert CII (MP & ER)
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"I take the time to thoroughly understand my client's financial situations, providing tailored advice that helps them achieve a secure retirement."
ABOUT CHARLES

Chris Milczarek

Financial Planner
MLIBF, DipFA
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"I am dedicated to providing comprehensive pension reviews, helping clients looking to maximise their retirement benefits and achieve 
financial peace of mind."
ABOUT CHRIS

Daniel Pyle

Financial Planner
MLIBF, DipFA, CertLTCP
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"By staying up-to-date with the latest pension regulations and trends, I ensure my clients receive the most relevant and effective advice."
ABOUT daniel

Dean Fermie

Financial Planner
DipFA, CeMAP
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"I believe in a client-first approach, always prioritising their best interests when advising on pension transfers and consolidations."
ABOUT dean

James Black

Chartered Financial Planner
BA (Hons) APFS, Cert CII (MP)
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"As a Chartered pension adviser, I provide expert, personalised guidance to help clients make informed decisions about their retirement planning and pension management."
ABOUT james

James Grant

Senior Partner & Financial Adviser
Chartered ALFBF
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"With my extensive experience in final salary pensions, I provide in-depth, personalised guidance to help clients navigate their defined benefit plans and secure a comfortable retirement."
ABOUT james

Lidia Hossell

Financial Planner
DipFA, CeRER
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"My goal is to simplify the pension planning process, making it accessible and stress-free for all my clients."
ABOUT lidia

Mike Smith

Financial Planner
DipPFS
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"As a specialist in pension transfer and consolidation, I provide personalised guidance in view to help clients aiming to optimise their retirement savings and simplify their pension arrangements."
ABOUT mike

Mark Hurst

Senior Partner & Financial Adviser
DipPFS, CeFA, CeMAP, CeRER
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As a whole-of-market mortgage adviser, I offer expert guidance on a range of mortgage products to secure the most suitable rates. I pride myself on gaining long-term relationships with my clients, built on transparency, trust and helping them succeed financially.
ABOUT mark

Neil Adams

Financial Planner
DipPFS
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"I aim to help my clients identify and achieve their long-term financial goals, with a focus on tax efficiency over their lifetime."
ABOUT NEIL

Paul Janes

Director & Financial Planner
DipPFS, CertCII, CeRER
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"I take pride in my staff delivering a professional and timely service, with the primary focus on creating a bespoke plan for clients to help them achieve their financial goals."
ABOUT paul

Trevor Wallbridge

Senior Financial Planner
CeMAP, DipFA
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"I took great satisfaction in not only helping clients achieve their goals, but also helping them get back on track with their finances."
ABOUT Trevor

Will Ashley

Financial Planner
DipFA, CeMAP, CeRER
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"I prioritise building strong, trusting relationships with my clients, offering personalised mortgage advice that aligns perfectly with their long-term financial goals."
ABOUT will

Looking for a financial adviser near you?

We offer a free, no-obligation initial consultation to discuss your financial needs; available by telephone, video call, or face-to-face.
BOOK YOUR FREE APPOINTMENT HERE

Our Whole of Market Mortgage Advisers

Alex Hudson

Financial Planner
DipFA, CeMAP, CeRER
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"I pride myself on providing clients with clear and understandable solutions to their needs and maintaining client relationships over the long term."
ABOUT ALEX

Angie Cosh

Financial Planner
DipPFS, Cert CII (MP & ER)
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"I particularly pride myself on my ‘hand-holding’ support to First Time Home Buyers, as they negotiate their way towards collecting the keys to their new home."
ABOUT Angie

Charles Boyd

Financial Planner
DipPFS, CertSMP, Cert CII (MP & ER)
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"I take the time to thoroughly understand my client's unique financial situations, providing tailored advice that helps them achieve their property goals"
ABOUT CHarles

Christine Poynter

Mortgage & Protection Adviser
MAQ
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"I can arrange all types of mortgages for clients, First Time Buyers are my favourite, helping them get on the property ladder and explaining and leading them through the process."
ABOUT christine

Clare Cheeseman

Mortgage & Protection Adviser
CeMAP
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"I strive to ensure that all my clients are provided with the most suitable and competitive options to achieve their mortgage and protection goals and I pride myself on maintaining on-going relationships with all my clients."
ABOUT clare

Gary Jackson

Financial Planner
LIBF, FP 1,2,3, MAQ
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Mandy Puntis

Mortgage & Protection Adviser
CeMap, MBA
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"As a qualified mortgage adviser, I can offer you expert knowledge of the mortgage market and ensure you find the correct solution and product to match your needs and situation."
ABOUT mandy

Mark Hurst

Senior Partner & Financial Adviser
DipPFS, CeFA, CeMAP, CeRER
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As a whole-of-market mortgage adviser, I offer expert guidance on a range of mortgage products to secure the most suitable rates. I pride myself on gaining long-term relationships with my clients, built on transparency, trust and helping them succeed financially.
ABOUT mark

Olivia Rowell

Mortgage & Protection Adviser
CeMAP
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"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."
ABOUT olivia

Tracy Farrington

Mortgage & Protection Adviser
CeMAP, CeRER
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"When clients come to see me, I pride myself in delivering a professional, knowledgeable, friendly, excellent and honest service whilst maintaining good client relationships."
ABOUT tracy

Tim Meiris

Mortgage & Protection Adviser
CeMAP
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"One of my biggest attributes is listening to what the client wants and matching this to what is available for them in this ever-changing marketplace."
ABOUT tim

Will Ashley

Financial Planner
DipFA, CeMAP, CeRER
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"I prioritise building strong, trusting relationships with my clients, offering personalised mortgage advice that aligns perfectly with their long-term financial goals."
ABOUT will

Looking for a mortgage adviser?

We offer a free, no-obligation initial consultation to discuss your financial needs; available by telephone, video call, or face-to-face.
BOOK YOUR FREE APPOINTMENT HERE

Our Admin Staff

Jennifer Ward

Paraplanner

Jade Knight

Paraplanner

Tracy Anjidani

Paraplanner

Georgia Wade

Relationship Manager

Kieran James

Relationship Manager

Holly Giles

Office Manager

Abbey Smith

Financial Services Administrator

Olivia Nelson

Financial Services
Aministrator

Ellie Coker

Financial Services
Administrator

Bruce Tomlinson

Financial Services Administrator

Jo Hebb-Smy

Financial Services Administrator

Freya Wright

Financial Services Administrator

Faith Ashley

Financial Services Administrator

Lillie Williams

Financial Services Administrator

Lauren Chaplin

Financial Services Administrator

Oscar Bayley

Financial Services Administrator

Chloe Higgins

Financial Services Administrator

Jake Davies

Financial Services Administrator

Max Ashley

Financial Services Administrator

Max Rumsey

Assistant Management Accountant

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.
Call us on: 01489 585 548
Email us: info@bealsfs.co.uk
BOOK NOW
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ComplaintsPrivacy 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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