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
Aunque no verificamos reclamaciones concretas porque las opiniones son propiedad de sus autores, es posible que marquemos las opiniones como «verificadas» si podemos confirmar que ha tenido lugar una interacción con la empresa. Más información
Para proteger la integridad de la plataforma, nuestro software automatizado disponible las 24 horas examina todas las opiniones en nuestra plataforma, tanto si están verificadas como si no. Esta tecnología está diseñada para identificar y eliminar contenido que incumpla nuestras directrices, incluidas las opiniones que no están basadas en una experiencia real. Sabemos que es posible que no detectemos todo pero puedes denunciar lo que pienses que se nos haya escapado. Más información
Consulta las opiniones de los clientes
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
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
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
- Planificador financiero
- Asesor financiero
- Agencia de seguros para el hogar
- Seguro de protección de ingresos
- Corredor de seguros
- 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
Head Office, Unit 1, Fulcrum 2, Solent Way, Whiteley, Fareham, Hampshire, PO15 7FN, Fareham, Reino Unido
- 01489585581
- info@bealsfs.co.uk
- bealsfs.co.uk
No consta que solicite reseñas
Esta empresa no ha enviado invitaciones a sus clientes, por lo que es posible que las opiniones no sean representativas
Así usa esta empresa Trustpilot
Descubre cómo se obtienen, puntúan y moderan sus opiniones y valoraciones.
Easy to understand
Easy to understand
Dan was patience and reviewed at speed i could cope with.
Explains things in a simple manner.

Respuesta de Beals Mortgage & Financial Services
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.

Respuesta de Beals Mortgage & Financial Services
My questions were answered and research…
My questions were answered and research done on my behalf on things that were not immediately clear.

Respuesta de Beals Mortgage & Financial Services
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!

Respuesta de Beals Mortgage & Financial Services
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.

Respuesta de Beals Mortgage & Financial Services
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.

Respuesta de Beals Mortgage & Financial Services
Fantastic support from Alex Hudso
Fantastic support from my mortgage advisor, Alex Hudson.

Respuesta de Beals Mortgage & Financial Services
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.

Respuesta de Beals Mortgage & Financial Services
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.

Respuesta de Beals Mortgage & Financial Services
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.

Respuesta de Beals Mortgage & Financial Services
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.

Respuesta de Beals Mortgage & Financial Services
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.

Respuesta de Beals Mortgage & Financial Services
Mortgage application
Excellent help & advice from start to finish

Respuesta de Beals Mortgage & Financial Services
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.

Respuesta de Beals Mortgage & Financial Services
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

Respuesta de Beals Mortgage & Financial Services
James Grant is a very pleasant
James Grant is a very pleasant, professional person and puts things into plane English for me to understand.

Respuesta de Beals Mortgage & Financial Services
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.

Respuesta de Beals Mortgage & Financial Services
Bealsweath
This company has had my best interest. The first to the last meeting was very informed.

Respuesta de Beals Mortgage & Financial Services
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.

Respuesta de Beals Mortgage & Financial Services
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

Respuesta de Beals Mortgage & Financial Services
La experiencia Trustpilot
Cualquiera puede escribir una reseña en Trustpilot. El autor de la opinión tiene derecho a editarla o eliminarla en cualquier momento y solo se mostrará mientras su cuenta esté activa.
Las empresas pueden solicitar opiniones a través de invitaciones automáticas. Esta opiniones, etiquetadas como verificadas, tratan sobre experiencias genuinas.
Más información sobre otros tipos de reseñas.
Trabajamos con especialistas y tecnología avanzada para salvaguardar nuestra plataforma. Descubre cómo combatimos las reseñas falsas.
Más información sobre el proceso de revisión de Trustpilot.
La verificación puede ayudar a garantizar que sean personas reales las que escriben opiniones que aparecen en Trustpilot.
Ofrecer incentivos a cambio de opiniones o pedirlas de forma selectiva puede sesgar el TrustScore, lo que contraviene nuestras directrices.







