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.
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
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
Andy Gardner
Financial Adviser
I am a fully qualified Financial Adviser based in Cardiff.
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 from the latter part of the 1990s.
0330 0538 618
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
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
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
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
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
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
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
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
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. 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
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 dealing in Financial Services, I have had many opportunities to provide advice to a wide range of clientele.
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 Bournemouth.
0330 0538 618
