James Black

Chartered Financial Planner

Cert CII (MP) - Certificate in Mortgage Advice

Cert CII (Life and Pensions) – Certificate in Life and Pensions

Award in Long Term Care Insurance

CONTACT JAMES

Unit 1, Fulcrum 2, Solent Way, Whiteley, Fareham, PO15 7FN

01489 585 581

[email protected]

      
 5.0
 5.0
 Top Rated Service 
   Verified by Trustindex  Trustindex verified badge is the Universal Symbol of Trust. Only the greatest companies can get the verified badge who has a review score above 4.5, based on customer reviews over the past 12 months. Read more
 
 
 
 
 
   
 
 
      Posted on Google  
   
   Anna Lacey 
 240 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Calls on time, answers questions and researches anything that is unclear.
  
 
     Posted on Google  
   
   Brian Tee 
 318 days ago
 
 
 Trustindex verifies that the original source of the review is Google. James Black from Beal's Wealth Management explained where we were with our ISA and Pension funds and also explained the reasons why and the increases in the Fees we would be charged in the future. We were very happy and we both thought James did an excellent job. Thanks Brian and Sue Tee.

Skills & Area's of Advice

Pensions & Retirement Planning

Savings & Investments

Wealth Management

Financial Planning

Inheritance Taxation Planning

Long Term Care Planning

Protection & Business Protection

Experience & Achievements

Achieved Chartered Status

Achieved the appropriate qualification and relevant licence to provide advice on defined benefit pensions and transfers.

Membership of the Chartered Insurance Institute (CII)

About James Black

I take pride in offering a professional and personal service; my aim is always to get to know my clients to understand their circumstances and to ensure that I can provide a bespoke service that will help them achieve their goals.

Since completing my degree in Law & Economics, I have worked in financial services since 2008. I started my career working for one of the largest investment providers in the UK, working on a consultancy basis with adviser firms along the South Coast and London before becoming a financial adviser.

Outside of work, I have a keen interest in Martial Arts and Football and spending time with my family.

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

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: [email protected]

BOOK NOWComplaints Privacy Policy & Terms Our Terms of Business

PENSIONS & RETIREMENT PLANNING MORTGAGES & REMORTGAGING INHERITANCE TAX (IHT) PLANNING SAVINGS & INVESTMENTS INSURANCE & PROTECTION WEALTH MANAGEMENT FINANCIAL PLANNING EQUITY RELEASE

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 2026

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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