Our Financial Services

Our expert team of advisers specialise in mortgages, pensions, savings and investments, wealth management, and equity release. We take the time to understand your goals and individual circumstances, offering tailored guidance to empower you to make informed decisions for a secure financial future.

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

Rated Excellent.. Don't just take our word for it!

Retirement Planning

Preparing for retirement is about more than saving—it’s about planning wisely to secure the lifestyle you want. Our advisers provide guidance on pension planning, income drawdowns, annuities, long term care planning and more, ensuring you have the financial stability and confidence to enjoy your future.

Retirement Planning >

Savings & Investments

Growing your savings and investments is essential to building financial security. We offer tailored advice on a wide range of strategies, including ISAs, investment portfolios, and regular savings plans, helping you achieve both your short-term goals and long-term aspirations.

Savings & Investments >

Pensions

Pensions are the cornerstone of financial security in retirement. We provide expert advice on all aspects of pensions, including consolidation, transfers, drawdowns, annuities, and more, helping you make the most of your retirement savings at every stage of life.

Pensions >

New Mortgages

From first-time buyers and buy-to-let investments to second homes and moving to a new property, we provide access to the whole of market for mortgages to find a mortgage tailored to your needs. Our expert advisers are here to guide you every step of the way.

New Mortgages >

ReMortgaging

Remortgaging can help you secure better rates or release equity from your home, giving you the flexibility to optimise your finances. With access to the whole of market for mortgages, our advisers will find the right options to suit your evolving needs.

Remortgaging >

Equity Release

If your 55 or over, equity release allows you to access the value tied up in your home, providing you with extra funds to enhance your lifestyle or support your financial goals while still living in your property.

Equity Release >

Protection & Insurance

Protection insurance is essential for safeguarding your financial well-being, offering coverage from income protection and private medical insurance to life insurance and home insurance, ensuring you're prepared for life's uncertainties.

Protection & Insurance >

Wealth Management

Wealth management is about more than growing your assets—it’s about securing your financial future. Our expert advisers offer personalised strategies for managing investments, tax planning, retirement savings, and more, ensuring your wealth works harder for you and your goals.

Wealth Management >

Financial Planning

Financial planning is crucial for achieving your financial goals, offering a comprehensive approach to budgeting, savings, investments, and retirement strategies to ensure a secure and prosperous future.

Financial Planning >

Whether you prefer a local adviser visiting you in person or a remote consultation by phone or video call, we tailor our service to meet your needs, wherever you are in the UK.

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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