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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Trustpilot no permite a las empresas ofrecer incentivos ni pagar para ocultar opiniones. Las opiniones son propiedad de los usuarios y no de Trustpilot. Más información

Valorada con 5 estrellas sobre 5

Easy to understand

Easy to understand
Dan was patience and reviewed at speed i could cope with.
Explains things in a simple manner.

12 de enero de 2026
Opinión espontánea
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Respuesta de Beals Mortgage & Financial Services

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

Valorada con 5 estrellas sobre 5

Outstanding service from Tim Meiris at Beals

Tim Meiris at Beals has been absolutely exceptional. He is excellent at following up on every detail and is particularly strong at dealing with complex situations. Tim has managed both of our mortgages and has been outstanding throughout, especially when handling a complicated scenario involving my mother’s new home and a second mortgage.

His advice and guidance were incredibly helpful, clear, and reassuring at every stage. Tim is super friendly, extremely proactive, and very efficient when it comes to paperwork and securing deals quickly.

I wouldn’t hesitate to highly recommend Tim to anyone looking for a mortgage advisor who is thorough, knowledgeable, and genuinely great to work with.

2 de diciembre de 2025
Opinión espontánea
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Respuesta de Beals Mortgage & Financial Services

Hi Phil, Thank you for your lovely review. Feedback like this means the world to us. Tim was delighted to hear you had such a great experience with us! We hope you have a great day! :)

Valorada con 5 estrellas sobre 5

My questions were answered and research…

My questions were answered and research done on my behalf on things that were not immediately clear.

6 de enero de 2026
Opinión espontánea
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Respuesta de Beals Mortgage & Financial Services

Hi Anna, 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

Christine Poynter

Christine Poynter is the best mortgage advisor we’ve had, so helpful and always responds to emails quickly. Really pleased with her service! Thank you!

5 de enero de 2026
Opinión espontánea
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Respuesta de Beals Mortgage & Financial Services

Hi Leanne, 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 the brilliant!

Christine from start to finish was superb, helping my wife and me at every stage!

Christine was in contact regularly giving us updates on the process and where we stood in the timeline.

Would highly recommend Christine to anyone who needs help moving or changing mortgages. Professional, friendly and always at the end of the phone.

5 de enero de 2026
Opinión espontánea
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Respuesta de Beals Mortgage & Financial Services

Hi Jack, Thank you for your lovely review. Feedback like this means the world to us. Christine was delighted to hear you had such a great experience with us! We hope you have a great day! :)

Valorada con 5 estrellas sobre 5

Excellent advice given

Excellent advice given again at this years Annual Review.
Time spent to go though the documentation which I have found easy to follow and understand.
It's very comforting knowing my investments are being looked after.

30 de diciembre de 2025
Opinión espontánea
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Respuesta de Beals Mortgage & Financial Services

Hi, 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

Fantastic support from Alex Hudso

Fantastic support from my mortgage advisor, Alex Hudson.

11 de diciembre 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. Alex will be delighted to hear this. We hope you have a great day!

Valorada con 5 estrellas sobre 5

Claire was very friendly and explained…

Claire was very friendly and explained everything perfectly. This was my first chat with Clare Chessmon, and I enjoyed her easy going approach.

19 de diciembre de 2025
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Respuesta de Beals Mortgage & Financial Services

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

Valorada con 5 estrellas sobre 5

Olivia Rowell the best mortgage broker …

Olivia Rowell was very supportive throughout the process of our getting our dream home, always a step ahead, encouraging, replying our questions and emails very promptly and kudos to Olivia we got the best interest rate. Would gladly do this over and over again with her.

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

Hi Chizitere, Thank you for taking the time to review Beals Mortgage & Financial Services. Olivia was so glad she 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

Beales - Excellent service, again.

Holly at Beales provided excellent advice and service.
Everything thing was completed very quickly and accurately, so very pleased with the whole package.

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

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

Valorada con 5 estrellas sobre 5

Clare Cheeseman has been very efficient…

Clare Cheeseman has been very efficient helping me to get my pension fund. I wasn't happy with Quilter who kept me waiting weeks for the payment but Clare hurried them along.

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

Hi Susan, Thank you for your lovely review. Feedback like this means the world to us. Clare was delighted to hear you had such a great experience with us! We hope you have a great day! :)

Valorada con 5 estrellas sobre 5

Trevor wallbridge

Trevor wallbridge is absolutely fantastic at his job everything is explained very well and nothing is to much trouble. He has done an exceptional job with my pension when 15 years ago nobody else would do what I wanted them to do so thank you Trevor and hope you continue helping me in the future.

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

Hi Gary, Thank you for your lovely review. Feedback like this means the world to us. Trevor was delighted to hear you had such a great experience with us! We hope you have a great day! :)

Valorada con 5 estrellas sobre 5

Mortgage application

Excellent help & advice from start to finish

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

Hi Cath, 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

Working with Christine has been one of…

Working with Christine has been one of the best decisions I have made. From my very first conversation, I felt listened to and understood, not just as a client, but as a person. Christine took the time to learn what really matters to me and created a plan that really suits.

What I appreciate most is how approachable and patient she is. No question ever feels silly, and everything is explained clearly and calmly. She made what used to feel overwhelming feel manageable — even reassuring.

Beyond her expertise (which is excellent), there’s a genuine sense of care and trust. I know Christine is looking out for my best interests, and that peace of mind is invaluable. Thanks to her guidance, I feel more confident about my financial future and grateful to have someone I truly trust in my corner.

I wouldn’t hesitate to recommend her to anyone looking for a knowledgeable advisor who leads with both skill and heart.

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

Hi Mark, Thank you for your lovely review. Feedback like this means the world to us. Christine was delighted to hear you had such a great experience with us! We hope you have a great day! :)

Valorada con 5 estrellas sobre 5

Mandy Puntis is a nice lady

Mandy Puntis is a nice lady. I met her a lot times at this few months. She helped my friend to apply the Mortgage and helped me too.
She is always good service to us.
Thanks a lot of her help!
From Anita Wong

8 de diciembre de 2025
Opinión espontánea
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Respuesta de Beals Mortgage & Financial Services

Thank you, Anita, for reviewing your experience at Beals Mortgage and Financial Services! Mandy 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

James Grant is a very pleasant

James Grant is a very pleasant, professional person and puts things into plane English for me to understand.

30 de octubre de 2025
Opinión espontánea
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Respuesta de Beals Mortgage & Financial Services

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

Valorada con 5 estrellas sobre 5

Professional & Very Effective

Christine has managed my mortgage for several years now, since moving. She makes the process very easy, understandable and above all, goes out of her way to make everything stress-free. I would thoroughly recommend her to anybody.

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

Hi Rob, thank you for reviewing your experience with Beals Wealth Management. Feedback like this means the world to us. Christine will be overjoyed to hear your positive feedback. Have a good day, we hope to hear from you soon!

Valorada con 5 estrellas sobre 5

Bealsweath

This company has had my best interest. The first to the last meeting was very informed.

11 de diciembre de 2025
Opinión espontánea
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Respuesta de Beals Mortgage & Financial Services

Hi Kevin, 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

Outstanding Service

I have always taken financial advice from Christine Poynter. She is incredibly knowledgeable in this field with years of experience. She explains the process with great detail and I trust her professional recommendations implicitly. I would recommend her to all my friends and family. Great advice and guidance throughout the whole mortgage process.

11 de diciembre de 2025
Opinión espontánea
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Respuesta de Beals Mortgage & Financial Services

Hi Jacqui, Thank you for taking the time to review Beals Mortgage & Financial Services. Christine was so glad she 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

Amazing service from Christine

Christine has offered a brilliant and professional service from the get go. Really knowledgeable, friendly and communication has been 10/10 since the start of our buying process. Really really recommend

11 de diciembre de 2025
Opinión espontánea
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Respuesta de Beals Mortgage & Financial Services

Hi Maisie, Thank you for your lovely review. Feedback like this means the world to us. Christine was delighted to hear you had such a great experience with us! We hope you have a great day! :)

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