Expert Financial Advice UK Wide

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

Daniel Pyle

Financial Planner
DipFA - Diploma for Financial Advisers
CertLTCP - Certificate in Long Term Care & Later Life Planning
Unit 1, Fulcrum 2, Solent Way, Whiteley, Fareham, PO15 7FN

Skills & Area's of Advice

Pension & Retirement Planning
Wealth Management
Savings & Investments
Financial Planning
Long Term Care Planning
Protection & Business Protection

Experience & Achievements

Achieved Diploma for Financial Advisers
Member of the London Institute of Banking and Finance.

About Daniel Pyle

I have been employed with Beals Mortgage & Financial Services since early 2015, making my way from the Sales team where I was the first point of contact for the clients should they need to speak to our advisers, to then gaining my Diploma for Financial Advisers. I work with existing and prospective clients to deliver highly personalised financial plans to assist them throughout their lives and beyond.

I pride myself on the advice that I give my current clients and also new clients that wish to engage, this is shown by being named in the top 100 rated financial advisers in the south west by Vouchedfor reviews in 2024 as published in the Times and Telegraph.

In my down time I enjoy music and travelling to new places, whilst I am a father to three young children.

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 2025 - Five Stars (Platform, Pension, Investments)
Defaqto - Gold Service (Platform, Pension, Investment Bond)
Investment Life & Pensions Moneyfacts Awards 2025 - Best Online Service

Highly Rated Products

Defaqto – 5 Star rating Platform, Personal Pension, Onshore Bond and WealthSelect for DFM MPS on platform
Defaqto – 5 Diamond rating WealthSelect Managed Active and WealthSelect Managed Blend, Monthly Income, Cirilium Blend, and Cirilium Passive
Money Marketing Awards 2025 – Best Retirement Provider

Exceptional Platform

Schroders UK Platform Awards 2025 - Platform of the Year
Schroders UK Platform Awards 2025 - Best Platform Provider (AUM over £40bn)
FE Adviser Asset 2025 Platform Rating - Quilter's platform received a platinum rating for the 10th consecutive time
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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