Beals Mortgage & Financial ServicesOpiniones 

488
TrustScore: 5 sobre 5

5,0

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Consulta las opiniones de los clientes

Valorada con 5 estrellas sobre 5

I have always found Beals to provide a very professional service.. good communication regarding appointments etc. I trust Dean Fermie, my Adviser, to provide a clear and comprehensive review that, as... Ver más

Valorada con 5 estrellas sobre 5

Tim from Beals Mortgage and financial services was professional, caring and extremely patient helping us jump through numerous hoops and never stopped searching for the right mortgage. When we met him... Ver más

Valorada con 5 estrellas sobre 5

James is absolutely brilliant. He has been looking after my pension pot for quite a few years now and I can only speak highly of him as a financial advisor and a person! I recommend him with all my h... Ver más

Valorada con 5 estrellas sobre 5

Tracy has been amazing to work with and has made our move to our family home seamless. We are returning customers, and will continue to recommend and use for all future mortgage deals. Tracy also orga... Ver más

La empresa ha respondido

Información sobre la empresa

  1. Planificador financiero
  2. Asesor financiero
  3. Agencia de seguros para el hogar
  4. Seguro de protección de ingresos
  5. Corredor de seguros
  6. Servicio de inversión

Escrito por la empresa

"Looking for a Financial Adviser Near You? Beal’s Wealth Management is based in Hampshire, covering the whole of the UK, and has been celebrating 29 years of excellence in financial services. As a top firm in the Quilter Financial Planning Network, we offer personalised advice on a range of services, including pensions, whole of market mortgages, savings, investments, and more. Our commitment is to understand your personal situation and financial needs. Whether you prefer face-to-face meetings with a local adviser, or the flexibility of Zoom and telephone consultations, we provide expert advice wherever you are. Approver Quilter Financial Services Ltd January 2026


Información de contacto

5,0

Excelente

TrustScore: 5 sobre 5

488 opiniones

5 estrellas
4 estrellas
3 estrellas
2 estrellas
1 estrella

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5,0

Todas las opiniones

(488)

198 opiniones en los últimos 12 meses

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Valorada con 5 estrellas sobre 5

Daniel Pyle has been very professional…

Daniel Pyle has been very professional in the interactions had between myself and my Partner, giving us the reassurance that we are dealing with the right expertise with regards to Daniel and the guidance and sound advice on offer from him.

12 de agosto de 2025
Opinión espontánea
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Respuesta de Beals Mortgage & Financial Services

Thank you, Steve, for reviewing your experience at Beals Mortgage and Financial Services! Dan will be overjoyed to hear your positive feedback :) Our staff are handpicked for their customer service, professionalism, and knowledge. We hope you have a great day.

Valorada con 5 estrellas sobre 5

Daniel is prepared to answer questions…

Daniel is prepared to answer questions and explain options - easy to understand and doesnt baffle with jargon.

19 de agosto de 2025
Opinión espontánea
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Respuesta de Beals Mortgage & Financial Services

Hi, thank you ever so much for your lovely feedback. Daniel will be delighted to hear this! We hope you have a great day!

Valorada con 5 estrellas sobre 5

I can’t recommend Christine highly…

I can’t recommend Christine highly enough. From the very beginning, she went above and beyond to find the best mortgage solution tailored specifically to my needs. What really stood out was her dedication — she took the time to explain every step, answered all my never-ending questions with patience, and offered honest, expert guidance throughout the entire process.
It’s clear she genuinely cares about her clients and wants the best outcome for them. Thanks to her support, what could have been a stressful experience felt manageable. If you're looking for someone who’s knowledgeable, reliable, and truly on your side, look no further. She's absolutely outstanding.
Will definitely be recommending her to friends and family.

25 de julio de 2025
Opinión espontánea
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Respuesta de Beals Mortgage & Financial Services

Hi Kate, thank you ever so much for your lovely review. Feedback like this means the world to us. Christine will be delighted to hear this. Our staff are handpicked for their customer service, professionalism, and knowledge. We hope you have a great day!

Valorada con 5 estrellas sobre 5

Good service

Good service

7 de agosto de 2025
Opinión espontánea
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Respuesta de Beals Mortgage & Financial Services

Hi David, thank you ever so much for your lovely feedback. We hope you have a great day!

Valorada con 5 estrellas sobre 5

Beals financial and mortgage services review

Christine from Beals mortgage services made our application very easy by helping us step by step through some of the paperwork that we where unsure of what was required. This took a lot of pressure of us.She also found us a product that fitted our requirements.

1 de mayo de 2025
Opinión espontánea
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Respuesta de Beals Mortgage & Financial Services

Hi William, thank you ever so much for your lovely feedback. Christine will be delighted to hear this! We hope you have a great day!

Valorada con 5 estrellas sobre 5

Christine Poynter - simply the best

I have chosen Christine Poynter as my mortgage advisor and by far she has been the most helpful person that I ever met.
She has been amazing during the last few months.
Always available to answer all my questions and clarify what for me was outside my area of expertise.
In the end it's a debt that I will carry with me for life because you made my property purchase dream possible.
Thank you

5 de agosto de 2025
Opinión espontánea
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Respuesta de Beals Mortgage & Financial Services

Hi Antonio, thank you ever so much for your lovely review. Feedback like this means the world to us. Christine will be delighted to hear this. Our staff are handpicked for their customer service, professionalism, and knowledge. We hope you have a great day!

Valorada con 5 estrellas sobre 5

What a blessing

I was lucky to come across Clare Cheesman whilst booking a viewing of a flat. My first flat had fallen through and the mortgage I had, didn't cover what I needed, which wasn't much, just a 1 bed flat. There were a few other issues involved and this was all discussed with Clare. She then was able to find me a mortgage I could afford and has been keeping an eye on my progress through the process. The whole business was made easier for me and I can't recommend them enough.

25 de julio de 2025
Opinión espontánea
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Respuesta de Beals Mortgage & Financial Services

Thank you, Anne, for reviewing your experience at Beals Mortgage and Financial Services! Clare will be overjoyed to hear your positive feedback :) Our staff are handpicked for their customer service, professionalism, and knowledge. We hope you have a great day.

Valorada con 5 estrellas sobre 5

Excellent

Excellent. Helped at every stage. Nothing was too much trouble. Would highly recommend

5 de agosto de 2025
Opinión espontánea
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Respuesta de Beals Mortgage & Financial Services

Hi Harriet, thank you ever so much for your lovely feedback. The team will be delighted to hear this! We hope you have a great day!

Valorada con 5 estrellas sobre 5

Olivia Rowell was the fairy godmother to our house purchase

Olivia Rowell was the fairy godmother to our stressful house purchase! She made the process feel effortless and like we didn’t need to lift a finger! She is the reason we are still sane and stuck out our 9 month purchase! If you’re looking for someone to help, guide and make you feel heard Olivia is the person to go to! Thank you for all your hard work we will defiantly use you every time again without fail!

4 de julio de 2025
Opinión espontánea
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Respuesta de Beals Mortgage & Financial Services

Hi Angel, thank you ever so much for your lovely review. Feedback like this means the world to us. Olivia will be delighted to hear this. Our staff are handpicked for their customer service, professionalism, and knowledge. We hope you have a great day!

Valorada con 5 estrellas sobre 5

Fantastic Service

Our remortgage completed last week after Will Ashley arranged it for us back in April. Will's customer service is fantastic, and he ensured that we had the best mortgage product for our needs. He listened to what we needed, was supportive and nothing was too much trouble. This is our second time with Will and we'll be back......see you in 5 years.

9 de abril de 2025
Opinión espontánea
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Respuesta de Beals Mortgage & Financial Services

Hi Matt, thank you ever so much for your lovely review. Feedback like this means the world to us. Will will be delighted to hear this. Our staff are handpicked for their customer service, professionalism, and knowledge. We hope you have a great day!

Valorada con 5 estrellas sobre 5

Solid advice

We have an annual review with Paul Janes, who re-assures us of our investments and gives sound advice as to what steps to take in order to maximise our funds.

24 de junio de 2025
Opinión espontánea
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Respuesta de Beals Mortgage & Financial Services

Hi David, thank you ever so much for your lovely feedback. Paul will be delighted to hear this! We hope you have a great day!

Valorada con 5 estrellas sobre 5

Charles Boyd made the interview relaxed…

Charles Boyd made the interview relaxed and very informative.
We reviewed my account progress and I was impressed by the way it was presented to me.
The meeting was carried out in a relaxed but effective manner.

15 de julio de 2025
Opinión espontánea
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Respuesta de Beals Mortgage & Financial Services

Hi Victor, thank you ever so much for your lovely feedback. Charles will be delighted to hear this! We hope you have a great day!

Valorada con 5 estrellas sobre 5

Exceptional Service

Christine Poynter provided exceptional service as my mortgage advisor. From the initial consultation through to the completion of the process, everything was handled with professionalism and efficiency. She was always prompt in responding to queries and took the time to clearly explain every step. Her guidance made the experience straightforward and stress-free. I would highly recommend her to anyone seeking expert mortgage advice.

31 de julio de 2025
Opinión espontánea
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Respuesta de Beals Mortgage & Financial Services

Hi Frankie, thank you ever so much for your lovely review. Feedback like this means the world to us. Christine will be delighted to hear this. Our staff are handpicked for their customer service, professionalism, and knowledge. We hope you have a great day!

Valorada con 5 estrellas sobre 5

Very informative and honest answers

Very informative and honest answers. Felt very confident with information provided

1 de julio de 2025
Opinión espontánea
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Respuesta de Beals Mortgage & Financial Services

Hi Martin, Thank you for being a valued client! We really appreciate your support, and for taking the time to review your experience with us.

Valorada con 5 estrellas sobre 5

Excellent service and excellent advice…

Excellent service and excellent advice always

23 de julio de 2025
Opinión espontánea
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Respuesta de Beals Mortgage & Financial Services

Hi Lee, thank you ever so much for your lovely feedback. The team will be delighted to hear this! We hope you have a great day!

Valorada con 5 estrellas sobre 5

My advisor is Dean Fermie

My advisor is Dean Fermie. Dean is great to work with. So personable and yet very knowledgeable too. He has really done wonders with my financial planning. I am very happy with the work we are doing and would definitely recommend him.

22 de julio de 2025
Opinión espontánea
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Respuesta de Beals Mortgage & Financial Services

Hi Maria, thank you ever so much for your lovely feedback. Dean will be delighted to hear your positive feedback! We hope you have a great day!

Valorada con 5 estrellas sobre 5

Beals Financial Services

Beals have kept on top of my portfolio and always recommend the best changes if applicable. I have been more than happy with their services for many years. Chris is a real delight to deal with.

15 de julio de 2025
Opinión espontánea
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Respuesta de Beals Mortgage & Financial Services

Hi Mike, Thank you for taking the time to review Beals Wealth Management. Chris was so glad he was able to provide you a great experience. Our staff are handpicked for their customer service, professionalism, and knowledge. We hope to hear from you soon. Have a great day!

Valorada con 5 estrellas sobre 5

Great experience

Great experience, Christine made the process seamless and was really helpful every step of the way.

16 de julio de 2025
Opinión espontánea
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Respuesta de Beals Mortgage & Financial Services

Hi Rose, thank you ever so much for your lovely feedback. Feedback like this means the world to us. Christine was delighted to hear this. We hope you have a great day!

Valorada con 5 estrellas sobre 5

First time buyer experience

Being a first time buyer, I wasn’t really sure of the purchase and mortgage process. Olivia Rowell from Beals Mortgage, from our first meeting until the process completion helped me day in day out and was really crisp and concise in her interactions with us.
Kudos to her.
I would really recommend Beals Mortgage and their services to all who are looking for their first home in the UK.

5 de junio de 2025
Opinión espontánea
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Respuesta de Beals Mortgage & Financial Services

Hi Anuj, thank you ever so much for your lovely feedback. Feedback like this means the world to us. Olivia was delighted to hear this. We hope you have a great day!

Valorada con 5 estrellas sobre 5

Dealing with my fathers estate

Beals managed my late father’s pension fund and a smaller investment fund. When my mother and father both passed away at the start of this year my brother and I were left with the task of dealing with their affairs. Luckily they were organised and we quickly identified the accounts with Beals. Dad’s financial advisor Alex took the headache from us dealing with the two companies involved for us, obtaining and helping us complete the relevant forms in regards to the estate.
Alex was very helpful, considerate and empathetic given our circumstances.

10 de julio de 2025
Opinión espontánea
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Respuesta de Beals Mortgage & Financial Services

Hi, thank you for reviewing your experience with Beals! Feedback like this means the world to us. Alex will be overjoyed to hear your positive feedback. Our staff are handpicked for their customer service, professionalism, and knowledge. Have a good day.

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