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

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Molly Johnson profile picture
Molly Johnson
19 September 2026
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Wouldn’t go anywhere else! Holly made me feel at ease throughout the process and was very professional.
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harry crockford profile picture
harry crockford
18 September 2026
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Holly made the process of consolidating my pension and setting up regular contributions easy. Kieran was extremely helpful in sorting out my income protection and was very flexible in finding a time that worked around my schedule to talk. Would highly recommend
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Elena Crockford profile picture
Elena Crockford
18 September 2026
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Great experience with Beals, would recommend! Holly helped my husband with setting up his pension - she answered all our questions & was really helpful. Kieran also set up our protection and the whole process was seamless. Thankyou!
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Richie Roser profile picture
Richie Roser
16 September 2026
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
20 years we've been with Christine and she's never let us down. She's sorted everything for us over the years, the mortgage, protection, and now we're looking at equity release. What I like is she doesn't rush you or blind you with science, she just talks you through it. Any question and she's straight back to you. Lovely lady, can't recommend her enough.
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joe tolster profile picture
joe tolster
14 September 2026
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Great service, Christine was very polite, friendly and responses were always swift. Even keeping an eye on our application whilst returning from holiday. Highly recommend
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Susan Newman profile picture
Susan Newman
11 September 2026
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If anyone is looking for a Mortgage I would thoroughly recommend Christine, she goes above and beyond looking at all options available to suit your needs.
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joe Davis profile picture
joe Davis
10 September 2026
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Christine has managed our mortgage for several years since we moved into our first home. She makes the process incredibly easy and understandable and goes above and beyond to ensure everything stays stress-free. We highly recommend her to anyone.
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Tony Lawrence profile picture
Tony Lawrence
10 September 2026
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Always helpful. Highly recommended 😊👍
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Oliver Sourmenidis profile picture
Oliver Sourmenidis
9 September 2026
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Clare Cheeseman has been exceptional to deal with in helping us secure our mortgage and additional services provided. She is always on hand to offer her help & support and compared to other advisors we dealt with was happy to go the extra mile to ensure we had secured the best product that we were comfortable with. She responds to any queries we have had very quickly and is a credit to the Beals wealth management team, would highly recommend! Thanks Again Clare for all your help :)
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Maxine Clark profile picture
Maxine Clark
2 September 2026
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Great service from Alex. Cares about the person as an individual.

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