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, from assisting in securing a mortgage on their dream home to looking at their retirement needs and planning accordingly.

As a Mortgage & Financial Adviser, I specialise in providing clients with sound and transparent advice, both pre and post-retirement. I provide advice on pensions, mortgages, life assurance, inheritance tax planning, and investments.

I pride myself on providing clients with clear and understandable solutions to their needs and maintaining client relationships over the long term. I enjoy regularly speaking with my clients, understanding what is important to them, and being passionate about helping them reach their long-term financial goals and objectives.

In my spare time, I like to spend time keeping fit and challenging myself to new goals. I enjoy travelling to new places, both in the UK and abroad, to experience new cultures and widen my experiences.

Experience & Achievements

• Experience in all core advice areas
• Achieved Diploma level status
• Achieved Mortgage certified status
• Member of the London institute of banking and finance

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.