Trusted advice on pensions & retirement, mortgages, inheritance tax planning, and more.
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Posted on Google
Lorraine Lowey7 May 2026Trustindex verifies that the original source of the review is Google.
I am very happy to have Holly as my financial adviser. She has guided me through my pension transfer. She had patience with me as I struggle with tge whole subject.Posted on Google
Jon Cornish20 April 2026I can throughly recommend Mr James Grant Senior Partner & Financial Advisor at Beal’s Wealth Management. James kindly arranged my pension pots to best suit my needs and future wishes. James was extremely patient, understanding and supportive of my needs. To date the performance of my pension has been excellent.Posted on Google
peter hartley11 March 2026I recently required some important financial advice for which I started a search finding Beals I contacted them and was put in touch with Chris Milczarek Speaking with and discussing my situation he quickly assisted me through my concerns extremely clearly. So much so that I am pleased to highly recommend him with a 5 star rating. Thanks Chris. Peter HPosted on Google
Helen Brusby5 March 2026Very happy with the communication, knowledge and politeness of everyone at Beals, they work for you.Posted on Google
Kevin Booth4 March 2026Dominic Higham was very thorough on his detail and after taking over my old advisor had a lot of detailsPosted on Google
trevor holt4 March 2026i had my annual financial review with MR DANIEL PYLE. DANIEL has continued to maintain an extremely high standard of explaining with an easy to understand method of how my investments through his recommendations have performed in the last year and has answered all of my questions in a clear and easy to understand way. Daniels advice and guidance has resulted in a continued growth of my investments that has continued to exceed my expectations. an amazing financial advisor (guru) at an amazing company, BEALS WEALTH MANAGEMENTPosted on Google
B. Radley25 February 2026As a long standing customer I am very happy to endorse the Beals Wealth Management Team, particularly Simon Davies and Sarah Sampson who are always very diligent, helpful and professional in providing robust acurate advice concerning my long term financial arrangements.Posted on Google
Paul Cook27 January 2026I've been using Beal's for a good few years now. I find them to be helpful, friendly & knowledgeable. Would recommend.Posted on Google
Valerie McCarthy26 January 2026Simon Davies is a very honest, competent and friendly advisor. He has been so helpful over the past 10+ years, looking after my pension fund and ISA, giving me clear and honest advice. I am delighted to say that these funds have grown steadily over the years - thank you. Simon is also very patient when explaining options. And, always on time with any phone appointments we have too. Thank you Simon.Posted on Google
jackie mason22 January 2026I have trusted Mike from Beals with my investments for over 10 years and he has always been patient, honest, supportive and extremely knowledgeable.Posted on Google
Nigel Brazendale16 January 2026Simon Davies has always been fair honest and professional with our dealings. He is great and have recommended him to others many times.Posted on Google
Anna Lacey6 January 2026Calls on time, answers questions and researches anything that is unclear.Posted on Google
neil davies5 December 2025My first pension review with this company as ive been there 12 months and Simon Davies my advisor was very informative and spoke in a clear and understandable manner,my funds are also doing well so well done keep it going 👍Posted on Google
Louise Joyce2 December 2025Mark Hurst helped us with our mortgage when moving house. We have used Mark for previous mortgage and pension advice. Mark is our go to and we will always recommend Mark to others. He is a real pleasure to deal with and he helps get the best for his clients. We wont go to anyone else.Posted on Google
James Woodman28 November 2025Very happy with Beals Wealth Management and In particular James Grant my FA. Communication is clear ,timely and importantly at the date & time agreed. Very pleased with the performance in my first two years with Beals.Posted on Google
Maria Puckey26 November 2025Posted on Google
Darren Faulkner26 November 2025We dealt with Paul and Charlie for life and critical insurance on our business. Very professional, knowledgeable and efficient. Would recommend them to anyone wanting any form of advice on insurance, pensions or investments.Posted on Google
jacky parish12 November 2025Posted on Google
Jo Morrell24 October 2025My advisor, Chris Milczarek is always very polite and attentive of my pension needs. I’m happy to refer him.Posted on Google
Brian Tee20 October 2025Trustindex verifies that the original source of the review is Google.
James Black from Beal's Wealth Management explained where we were with our ISA and Pension funds and also explained the reasons why and the increases in the Fees we would be charged in the future. We were very happy and we both thought James did an excellent job. Thanks Brian and Sue Tee.Posted on Google
Alanjohn Evans16 October 2025It was sufficientPosted on Google
Dominic Pisani14 October 2025A really lovely team of advisors, especially Chris M, always on hand to answer questions and advise where appropriate. The yearly reviews are really helpful to ensure the pension is on the right track, but they call you mid-year if they recommend a change to any products. Really reassuring to have them assisting with and looking after my private pension.Posted on Google
Mehmood11 October 2025Trevor has been extremely professional and helpful over a number of years.Posted on Google
Christine McFall7 October 2025Mark Hurst has been managing my portfolio for many years. Even in a struggling economy he manages the market successfully. Mark is the most professional, knowledgeable, trustworthy financial advisor I have had the pleasure to deal with. He is an absolute gentleman whom I highly recommend.Posted on Google
Malcolm Harrison3 October 2025Excellent service. Our advisor explains everything clearly.Posted on Google
Carol Meyer17 September 2025Excellent service and a great company. Its been wonderful to work with Chris Milczarek my financial planner who not just helps me sound advice with my pension but always gives me genuine time to discuss other options. Thank you...Posted on Google
Paula Rodney22 August 2025My brilliant adviser, Neil Adams, gave attainable and realistic advice when helping me to plan for my future retirement. He was extremely informative and infinitely patient when dealing with my many questions and I wouldn't hesitate to recommend him.Posted on Google
Michael V6 August 2025Olivia who is my new adviser has been very kind and extremely helpful. She brought all up to date on my pension fund and sent me the info I needed. I've been with Beals since 2018 and always had a great service.