Our Company


At Beals Wealth Management, we search through hundreds of products picking only those that meet our high standards and your needs. Our clients are a mixture of private individuals, trustees and companies who understand that by seeking our professional advice they can make the most from their money. We offer a wide range of specialist services, including advice on investment, retirement, borrowing, protection and Inheritance Tax planning, including all types of pension schemes and employee benefits.
Who are We?
We are a Financial Services business with a national client base. We believe that clients should enjoy a lifelong relationship with us and that after each review of your finances you should be in a stronger position than you were before your meeting.

Our highly qualified and experienced team of advisers use their knowledge and experience to deliver expert advice to our clients. Our success has been based on core principles such as; integrity and professionalism coupled with a creative approach to financial planning and a belief in a bespoke client service.

As a professional firm of advisers, we adhere to rigorous criteria regarding our qualifications and professionalism. You can feel comfortable that you are dealing with a firm absolutely committed to providing the highest standards of advice, service and support.

By taking the time to understand your goals and current situation we will be able to give you sufficient information and advice to enable you to make informed decisions regarding your future. By taking this approach we find that we have excellent relationships with our clients, who feel that we are truly working in partnership.

At Beals Wealth Management, our biggest priority will be for us to get to know you. This will start with you meeting with one of our financial advisers, so they have an opportunity to understand your personal situation and your financial goals for the future.

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Inheritance Tax Planning & Employee Benefits are not regulated by the Financial Conduct Authority

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Beals Mortgage and Financial Services Ltd profile