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.
I am one of the founding Partners of Beals (in 1995) and a current director. I take responsibility for the Financial Services division of the business and I am still an active Financial Planner looking after a number of clients.
I have been with Beal’s since 2015, starting in an admin role before becoming qualified to help clients with their financial planning needs.
I am a fully qualified Financial Adviser based in Cardiff.
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 from the latter part of the 1990s.
I am a Mortgage, Protection & Equity Release Adviser based in the Beals Mortgage and Financial Services’s Office in Gosport and covering the local area, including Lee-on-the-Solent. I also have many long term clients based all over the country.
I have been employed with Beals Mortgage & Financial Services since early 2015, making my way from the Sales team where I was the first point of contact for the clients should they need to speak to our advisors, to our Estate planning team.
I am a diploma qualified Financial Adviser with over 20 years’ experience in the financial services sector. I joined Beal’s Wealth Management in 2015
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.
James has worked in the financial services industry for 14 years and has been providing financial advice for over 6 years. His career has focused on retirement planning, and he continues to specialise in this area.
I have over 12 years experience in the industry and have been working as a whole of market mortgage adviser for Beals for over 10 years.
Mark is a highly accredited, mortgage & financial planner who has worked in the financial services industry for 21 years and has served 19 of those in estate agencies, 14 years connected with Beals Mortgage and Financial Services.
Hi, I’m Simon, a Worcester based Financial Adviser with over twenty five years’ experience working within Financial Services.
I am a Mortgage & Protection Adviser based in the Beals Mortgage and Financial Services’s Office at Fareham.
I am a mortgage adviser based in the Southampton area with over twenty years of experience. My career as a mortgage adviser began working for a high street lender as a cashier and then qualifying as a mortgage adviser in 2000.
I am a financial adviser based in Stoke-on-Trent, Staffordshire, with over 30 years of experience in the financial industry.
With over twenty-five years of dealing in Financial Services, I have had many opportunities to provide advice to a wide range of clientele.
I am an experienced and fully qualified Financial Planner based in Bournemouth.
I came to Beals Wealth Management in March 2023 with a background of customer service & key accounts management. Since the 2020 pandemic, I worked to become a paraplanner while gaining experience in Southampton, Emsworth and London before becoming a financial planner with Beals.
Mike is an experienced and diligent Financial Adviser based in Sussex. He joined Beals in 2022 and covers the entire South-East region, including London.