Skills & Areas of Advice
- Mortgages
- Protection for loved ones and dependants
- General insurance
- Pensions
- and retirement planning
- Wealth management
- Investment and pre-retirement planning
- Inheritance taxation planning
- Private school funding plans
Qualifications
- CII Level 3 Certificate in Mortgage Advice
- CII Level 3 Certificate in Equity Release
- CII Level 4 Certificate in Advanced Mortgage Advice
- CII Level 4 Diploma in Regulated Financial Planning
I have been with Beals Wealth Management since January this year, having joined the financial services industry in 2019.
I strive to build long term relationships with my clients, fully understanding my clients needs and goals is imperative to providing personalised financial advice - whether that be providing advice on pensions, mortgages, protection, inheritance tax planning or investments. In my spare time, I enjoy keeping fit & healthy by going to the gym and playing a range of other sports, spending quality time with my family and friends & travelling both in the UK and abroad.
Experience & Achievements
- 5 years experience in the financial services industry
- Achieved Diploma level status
- Achieved Mortgage certified status
- Membership of The Chartered Insurance Institute and Personal Finance Society
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.
