What is Wealth Management?

Wealth management is a comprehensive financial advisory service that combines looking after investments, financial planning, tax strategies, and estate planning tailored for affluent clients. At Beals Wealth Management, we adopt a holistic approach to enhance your financial well-being.

Mortgages | Investments | Wealth Management | Pensions | Protection | Equity Release

Local Financial Advisers

Why Choose Beals Wealth Management Advisers?

At Beals Wealth Management, we prioritise your financial success. Our personalised approach and commitment to transparency make us a trusted partner in your wealth management journey.

Experience the difference with our dedicated financial advisory services focused on building long-lasting relationships based on trust and results.

OUR ADVISERS

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Our Wealth Management Services

Our team of experienced financial advisers collaborate with you to create customised strategies
that align with your financial goals. Our key services include:

Money Management

Our money management services are designed to help you make the most of your wealth - whether you're building it, preserving it, or planning for the future. We provide expert guidance on budgeting, investing, and structuring your finances to support your long-term goals.

Financial Planning

We offer comprehensive financial planning tailored to your individual circumstances, helping you address both your current needs and long-term goals. From managing day-to-day finances to preparing for retirement, education costs, or major life events, our expert advisers work with you to build a clear, achievable plan for your financial future.

Estate Planning

Our professional estate planning services ensure that your assets are distributed according to your wishes, while also helping to minimise IHT tax liabilities and avoid potential legal complications. We provide clear, tailored guidance to help you preserve your wealth and support the people and causes that matter most to you.

Tax Strategies

We help you implement effective tax strategies with the aim to maximise your wealth retention and minimise unnecessary liabilities. By tailoring our approach to your personal and financial circumstances, we ensure you're making the most of available allowances, reliefs, and planning opportunities — both now and in the future.

Retirement Planning

Our retirement planning services are designed to give you confidence and clarity about your financial future. Whether you're just starting to save or approaching retirement, we’ll help you build a personalised plan to achieve the lifestyle you want — with expert advice on pensions, drawdown options, annuities, and tax-efficient income strategies.

Protection & Insurance

We offer tailored protection and insurance solutions to safeguard you, your family, and your finances against life’s uncertainties. From life insurance and critical illness cover to income protection and business insurance, we’ll help you find the right cover to provide peace of mind and financial security when it matters most.

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

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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