Tracy Farrington

Mortgage & Protection Adviser

CeMAP - Certificate in Mortgage Advice & Practice

CeRER – Certificate in Regulated Equity Release

CONTACT TRACY

Unit 1, Fulcrum 2, Solent Way,
Whiteley, Fareham, PO15 7FN

01489 585 581

info@bealsfs.co.uk

Skills & Area's of Advice

Mortgages

Re-Mortgaging

Equity Release

Protection

Experience & Achievements

Considerable experience within the ever-changing mortgage and protection market.

Have vital knowledge of the housing market and the extensive types of mortgages available.

20 Years’ worth of working on the front line.

Ongoing testing every 6 months to make sure that product knowledge and professional standards are always adhered to.

About Tracy Farrington

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.

In 2016 I joined Beals Mortgage and Financial Services as a mortgage adviser. My specialist areas are mortgages, equity release, protection and general insurance.

In my spare time, I love to spend time with my family and three horses.

Award Winning Network

Beals Wealth Management are proud to be part of Quilter Financial Planning, an award-winning network celebrated for its outstanding customer service, innovative platforms, and exceptional financial strength.

Recognised for Service

FT Financial Adviser Service Awards 2024 - Five Stars (Platform, Pension, Investments)

Defaqto - Gold Service (Platform, Pension, Investment Bond)

Investment Life & Pensions Moneyfacts Awards 2024 - Best Online Service

Highly Rated Products

Defaqto - 5 Star rating (Platform, Personal, Pension, Drawdown & Onshore Bond)

Defaqto - 5 Diamond rating (WealthSelect, Monthly Income, Cirilium Blend, Cirilium Passive and Creation)

Money Marketing Awards 2024 - Best Retirement Provider

Exceptional Platform

Member of The London Institute of Banking and Finance

Schroders UK Platform Awards 2024 - Platform of the Year

Investment Life & Pensions Moneyfacts Awards 2024 - Best Wrap/Platform

Looking for a financial adviser near you?

Our first appointment is free of charge and with no-obligation! Available by phone, video call or face-to-face.

Call us on: 01489 585 548

Email us: info@bealsfs.co.uk

BOOK NOWComplaints Privacy Policy & Terms Our Terms of Business

SAVINGS & INVESTMENTS PENSIONS & RETIREMENT PLANNING INHERITANCE TAX (IHT) PLANNING MORTGAGES & REMORTGAGING WEALTH MANAGEMENT INSURANCE & PROTECTION FINANCIAL PLANNING EQUITY RELEASE

Inheritance Tax Planning, Trusts, Tax Planning, Estate Planning, Will Writing & Powers of Attorney are not regulated by the Financial Conduct Authority.

Tax treatment varies according to individual circumstances and is subject to change.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Approver Quilter Financial Services Limited and Quilter Mortgage Planning Limited. March 2025

Registered office address: Unit 1 Fulcrum 2 Solent Way, Whiteley, Fareham, England, PO15 7FN. Registered in England and Wales under reference 08286166