VouchedFor Excellence
Learn more about our team
Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.
Inheritance Tax Planning, Some Buy to Let Mortgages & Employee Benefits are not regulated by the Financial Conduct Authority
Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.
Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Alex Hudson
Mortgage, Protection & Financial Planner
I have been with Beals Wealth Management since 2015, starting in an admin role before becoming qualified to help clients with their financial planning needs
0330 0538 618
Andy Gardner
Financial Adviser
I am a fully qualified Financial Adviser based in Cardiff I trade as Premier Financial Solutions
0330 0538 618
Angie Cosh
Mortgage, Protection, Equity Release & Financial Planner
I started in Financial Services at the end of the 1980s as a single company tied adviser before spending around 7 years as a field compliance manager
0330 0538 618
Charles Boyd
Financial Adviser
I have been with Beals Wealth Management since January this year, having joined the financial services industry in 2019
0330 0538 618
Christine Poynter
Mortgage, Protection & Equity Release Adviser
I am a Mortgage, Protection & Equity Release Adviser based in the Beals Mortgage and Financial Services’s Office in Gosport
0330 0538 618
Clare Cheeseman
Mortgage & Protection Adviser
I have been with Beals Wealth Management since 2022, starting as a branch-based mortgage and protection advisor
0330 0538 618
Chris Milczarek
Financial Planner
I came to Beals Wealth Management in March 2023 with a background of customer service & key accounts management
0330 0538 618
Daniel Pyle
Financial Planner
I have been employed with Beals Mortgage & Financial Services since early 2015
0330 0538 618
Dean Fermie
Financial Planner
I am a diploma qualified Financial Adviser with over 25 years’ experience in the financial services sector
0330 0538 618
James Black
Chartered Financial Planner
I take pride in offering a professional and personal service; my aim is always to get to know my clients
0330 0538 618
James Grant
Chartered Associate of The London Institute of Banking & Finance
I have worked in the financial services industry for 17 years and have been providing financial advice for over 9 years
0330 0538 618
Lidia Hossell DipFA, CeRER Diploma qualified for Financial Advice
Financial Planner
I am an experienced and fully qualified Financial Planner based in Cheddar
0330 0538 618
Mandy Puntis
Mortgage, Protection & Equity Release Adviser
I have over 15 years experience in the industry and have been working as a whole of market mortgage adviser
0330 0538 618
Mark Hurst
Mortgage, Protection, Equity Release & Financial Planner
Mark is a highly accredited, mortgage & financial planner who has worked in the financial services industry for 24 years
0330 0538 618
Mike Smith
Financial Planner
Mike is an experienced and diligent Financial Adviser based in Sussex
0330 0538 618
Olivia Rowell
Mortgage & Protection Advisor
I am a Mortgage & Protection Advisor based in Beal’s Shirley office covering the whole of Southampton and wider areas
0330 0538 618
Paul Janes
Director and Financial Planner
I am one of the founding Partners of Beals Wealth Management (in 1995) and a current director
0330 0538 618
07771 927 605
Simon Davies
Financial Planner
Hi, I’m Simon, a Worcester based Financial Adviser with over 25 years’ experience working within Financial Services
0330 0538 618
Tim Meiris
Mortgage & Protection Adviser
I am a Mortgage & Protection Adviser based in the Beals Mortgage and Financial Services’s Office at Fareham
0330 0538 618
Tracy Farrington
Mortgage, Protection & Equity Release Adviser
I am a mortgage adviser based in the Southampton area with over twenty years of experience
0330 0538 618
Trevor Wallbridge
Financial Planner
I am a financial adviser based in Stoke-on-Trent, Staffordshire, with over 30 years of experience in the financial industry
0330 0538 618
Will Ashley
Financial Planner
With over twenty-five years of experience in Financial Services, I have had the privilege of advising a diverse range of clients
0330 0538 618
