We're on Unbiased

At Beals Mortgage & Financial Services, we’re proud to be a trusted partner on Unbiased, the UK’s leading platform for connecting people with verified financial advisers. Whether you're looking for help with mortgages, pensions, investments, protection, or financial planning, our team is here to guide you every step of the way.

YOUR FREE CONSULTATION OUR FINANCIAL ADVISERS

The value of pensions/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 a mortgage or any other debt secured on it.

Why Choose Beals Wealth Management Advisers?

Decades of combined industry experience

Local Financial Advisers offering support tailored to your goals

Nationwide coverage across England, Scotland & Wales

Transparent fees and jargon-free advice

Options for video, phone, or face-to-face meetings

Long-term support – not just one-off advice

Rated Excellent on

Rated Excellent.. Don't just take our word for it!

    
 
 
      Posted on Google  
   
   Claire Privett 
 8 October 2026
 
 
 Trustindex verifies that the original source of the review is Google. Olivia has been so helpful at giving me financial advice that helps me to understand it all! Recommend!
  
 
     Posted on Google  
   
   Molly Johnson 
 19 September 2026
 
 
 Trustindex verifies that the original source of the review is Google. Wouldn’t go anywhere else! Holly made me feel at ease throughout the process and was very professional.
  
 
     Posted on Google  
   
   harry crockford 
 18 September 2026
 
 
 Trustindex verifies that the original source of the review is Google. Holly made the process of consolidating my pension and setting up regular contributions easy.

Kieran was extremely helpful in sorting out my income protection and was very flexible in finding a time that worked around my schedule to talk.

Would highly recommend
  
 
     Posted on Google  
   
   Elena Crockford 
 18 September 2026
 
 
 Trustindex verifies that the original source of the review is Google. Great experience with Beals, would recommend! Holly helped my husband with setting up his pension - she answered all our questions & was really helpful. Kieran also set up our protection and the whole process was seamless. Thankyou!
  
 
     Posted on Google  
   
   Richie Roser 
 16 September 2026
 
 
 Trustindex verifies that the original source of the review is Google. 20 years we've been with Christine and she's never let us down. She's sorted everything for us over the years, the mortgage, protection, and now we're looking at equity release. What I like is she doesn't rush you or blind you with science, she just talks you through it. Any question and she's straight back to you. Lovely lady, can't recommend her enough.
  
 
     Posted on Google  
   
   joe tolster 
 14 September 2026
 
 
 Trustindex verifies that the original source of the review is Google. Great service, Christine was very polite, friendly and responses were always swift. Even keeping an eye on our application whilst returning from holiday.
Highly recommend
  
 
     Posted on Google  
   
   Susan Newman 
 11 September 2026
 
 
 Trustindex verifies that the original source of the review is Google. If anyone is looking for a Mortgage I would thoroughly recommend Christine, she goes above and beyond looking at all options available to suit your needs.
  
 
     Posted on Google  
   
   joe Davis 
 10 September 2026
 
 
 Trustindex verifies that the original source of the review is Google. Christine has managed our mortgage for several years since we moved into our first home. She makes the process incredibly easy and understandable and goes above and beyond to ensure everything stays stress-free. We highly recommend her to anyone.
  
 
     Posted on Google  
   
   Tony Lawrence 
 10 September 2026
 
 
 Trustindex verifies that the original source of the review is Google. Always helpful. Highly recommended 😊👍
  
 
     Posted on Google  
   
   Oliver Sourmenidis 
 9 September 2026
 
 
 Trustindex verifies that the original source of the review is Google. Clare Cheeseman has been exceptional to deal with in helping us secure our mortgage and additional services provided. She is always on hand to offer her help & support and compared to other advisors we dealt with was happy to go the extra mile to ensure we had secured the best product that we were comfortable with. She responds to any queries we have had very quickly and is a credit to the Beals wealth management team, would highly recommend! Thanks Again Clare for all your help :)

Choose how you'd like to meet:

Whether you're at your favourite coffee spot, relaxing at home, or on the move – we make financial advice work around you.

In Person

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Our Financial Services

We offer expert, tailored advice across a wide range of financial services:

Whole of Market for Mortgage & ReMortgage Advice (first-time buyers, self-employed, adverse credit, buy-to-let & more)

Free Pension Reviews & Pension Tracing, Consolidation, Transfers, Drawdown, Annuities, Tax-Free Cash

Retirement Planning & Long Term Care Planning

Savings, Investments & Wealth Management

Inheritance Tax (IHT) Planning & Estate Planning (reduce your inheritance tax liability)

Protection Cover (life insurance, whole of life assurance, critical illness cover, income protection and more)

Business Protection, Company & Director Financial Planning

Equity Release for those Aged 55+ (Lifetime Mortgages & Home Reversion Plans)

Ongoing Financial Reviews & Adviser Support

Book Your Free Consultation

We offer complimentary consultations with a local financial adviser, including a free review of your assets, along with our expert recommendations. It's free, no-obligation, no pressure. Fees only apply if you choose to proceed with our advisers recommendations, we will make you aware of any associated costs from the start.

BOOK YOUR CONSULTATION MEET OUR ADVISERS

What Happens Next?

Once you’ve booked your appointment, one of our friendly advisers will be in touch to confirm the details and answer any initial questions. We’ll then guide you through your options, helping you make confident financial decisions.

Have any questions in the meantime? Feel free to contact us:

01489 585 548

[email protected]

Book Your Consultation Today

Whether you're looking for help with mortgages, pensions, inheritance tax planning, investments, protection, or financial planning, our team is here to guide you every step of the way.

Expert Financial Advice UK Wide