About Us

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, 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.

Paul Janes

Director and Financial Planner

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.

0330 0538 618

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Alex Hudson

Mortgage, Protection & Financial Planner

I have been with Beal’s since 2015, starting in an admin role before becoming qualified to help clients with their financial planning needs.

0330 0538 618

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Andy Gardner

Financial Adviser

I am a fully qualified Financial Adviser based in Cardiff.

0330 0538 618

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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 from the latter part of the 1990s.

0330 0538 618

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Chris Mills

Chartered Associate of The London Institute of Banking & Finance

I am a Chartered Associate of The London Insitute of Banking & Finance and have been working within the Financial Services industry since 2004

0330 0538 618

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Christine Poynter

Mortgage, Protection & Equity Release Adviser

I am a Mortgage, Protection & Equity Release Adviser based in the Beal’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.

0330 0538 618

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Damien Gould

Financial Planner

With over eight years of involvement within Financial Services, Damien has had many experiences ranging from providing advice to high net worth individuals (£20m+).

0330 0538 618

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Dean Fermie

Financial Planner

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

0330 0538 618

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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 to understand their circumstances and to ensure that I can provide a bespoke service that will help them achieve their goals.

0330 0538 618

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James Grant

Chartered Associate of The London Institute of Banking & Finance

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.

0330 0538 618

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Linda Planas

Mortgage, Protection & Equity Release Adviser

I am a Mortgage, Equity Release and Protection Adviser based in the Beals Mortgage and Financial Services's Office at Waterlooville.

0330 0538 618

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Mandy Puntis

Mortgage, Protection & Equity Release Adviser

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.

0330 0538 618

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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 21 years and has served 19 of those in estate agencies, 14 years connected with Beals Mortgage and Financial Services.

0330 0538 618

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Simon Davies

Financial Planner

Hi, I’m Simon, a Worcester based Financial Adviser with over twenty five years’ experience working within Financial Services.

0330 0538 618

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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

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Tracy Farrington

Mortgage, Protection & Equity Release Adviser

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.

0330 0538 618

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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

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Daniel Pyle

Financial Planner

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.

0330 0538 618

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Will Ashley

Financial Planner

With over twenty-five years of dealing in Financial Services, I have had many opportunities to provide advice to a wide range of clientele.

0330 0538 618

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Daniel Pyle

Financial Planner

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.

0330 0538 618

Email Me