Beals Mortgage & Financial Services Avaliações 

491
O TrustScore é 5 de um total de 5

5,0

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Veja o que dizem as avaliações

Avaliado com 5 de um total de 5 estrelas

A huge thank you to Olivia for helping with our mortgage renewal. She has made our mortgage renewal easy and she has really looked out for us. She walked us through all the options and thoroughly exp... Ver mais

Avaliado com 5 de um total de 5 estrelas

Christine Poynter has been a superb mortgage broker, keeping her eyes on what we need to do and when, finding appropriate deals, and helping with our questions and concerns when these have arisen

Avaliado com 5 de um total de 5 estrelas

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 mais

Avaliado com 5 de um total de 5 estrelas

Both Tim Meiris and Bruce Tomlinson at Beals did a great job for several remortgages. Professional service, informative and helpful throught the whole process each time.

Detalhes da empresa

  1. Planejamento Financeiro
  2. Consultor Financeiro
  3. Agência de seguros domiciliares
  4. Seguro Renda Familiar
  5. Corretor de seguros
  6. Serviços de Investimentos

Escrito pela 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


Informações de contato

5,0

Excelente

O TrustScore é 5 de um total de 5

491 avaliações

5 estrelas
4 estrelas
3 estrelas
2 estrelas
1 estrela

Pede aos clientes que avaliem

Esta empresa convida seus clientes a deixarem avaliações, sejam elas positivas ou negativas

Como esta empresa usa o Trustpilot

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5,0

Todas as avaliações

(491)

201 avaliações nos últimos 12 meses

Escreva uma avaliação
As empresas no Trustpilot não têm permissão para oferecer incentivos ou pagar para ocultar avaliações. As avaliações são opiniões de usuários e não da Trustpilot. Leia mais

Avaliado com 5 de um total de 5 estrelas

Remortgages

Both Tim Meiris and Bruce Tomlinson at Beals did a great job for several remortgages. Professional service, informative and helpful throught the whole process each time.

2 de julho de 2026
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Mortgage Renewal

A huge thank you to Olivia for helping with our mortgage renewal. She has made our mortgage renewal easy and she has really looked out for us. She walked us through all the options and thoroughly explained every step of the way.
10/10 would recommend.

7 de julho de 2026
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

excellent mortgage brokering

Christine Poynter has been a superb mortgage broker, keeping her eyes on what we need to do and when, finding appropriate deals, and helping with our questions and concerns when these have arisen

1 de julho de 2026
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

I have always found Beals to provide a…

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 a lay person, I can understand. He is very reassuring and measured in his approach. The Outcome Report is clear, concise and matches the discussion.

26 de junho de 2026
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

James is absolutely brilliant

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 heart!

23 de junho de 2026
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Tim and Bruce were fantastic in…

Tim and Bruce were fantastic in supporting me during a very lengthy and stressful house purchase. They provided advice and support throughout and were able to get my mortgage offer extended and over the line.

18 de junho de 2026
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

I found Daniel to be very professional

I found Daniel to be very professional, but at the same time relaxed and approachable with any questions I had. He displayed a great deal of knowledge on my pension situation and finances going forward. I would highly recommend!

17 de junho de 2026
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Excellent service start to finish

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 he was so reassuring. After that initial meeting he was always at the end of a phone or email, keeping us informed how things were going his end. The service we received was excellent from start to finish. Having now made it to exchange and completion we would wholeheartedly recommend Tim to anyone looking for a mortgage.

15 de junho de 2026
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Highly professional

I used Beals a number of times now and always get great service. Tim is highly professional and always gets us the best deal on offer. I'd highly recommend.

1 de maio de 2026
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Absolutely incredible experience

After working with Clare Cheeseman for the duration of acquiring the mortgage and completing the purchase I can honestly rate the experience 5 stars. I had a particularly tricky process and Clare was there for me at the drop of a hat every step of the way. It really is a true testament to the work she does at Beals and I can’t recommend herself or Beals enough. The service was incredible and I was never left wondering what was going on or how to do certain things. As a very young first time buyer this was a massive help. Thank you Beals and most importantly thank you Clare for providing me with a seamless and reliable solution to all problems that arose during the process.

Will.

1 de junho de 2026
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Clare has made my remortgage experience…

Clare has made my remortgage experience as simple as possible. She actively keeps up to date on new lower rates and has kept me informed the entire time.

28 de maio de 2026
Avaliação não solicitada
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Resposta da Beals Mortgage & Financial Services

Thank you Dan for taking the time to review your experience with our adviser Clare, we really appreciate it! Thank you for choosing us.

Avaliado com 5 de um total de 5 estrelas

Danial made everything easy on my…

Danial made everything easy on my pension plans .. conducted himself very professionally and efficiently .
I would recommend the company 100%

22 de maio de 2026
Avaliação não solicitada
logotipo da Beals Mortgage & Financial Services

Resposta da Beals Mortgage & Financial Services

Thank you Phil for taking the time to review your experience with our adviser Daniel, we really appreciate it! Thank you for choosing us.

Avaliado com 5 de um total de 5 estrelas

Great help and support from Beals finances

Holly at Beals finances was an absolute pleasure to deal with. Her advise, support and endless patience with all my questions about investment ISA's, made such a difference. This company have put my mind and ease and have talked me through the whole process. I would highly recommend Beals Advisors if you were looking to invest. Thanks again Holly.

21 de maio de 2026
Avaliação não solicitada
logotipo da Beals Mortgage & Financial Services

Resposta da Beals Mortgage & Financial Services

Thank you Jacqueline for taking the time to review your experience with our adviser Holly, we really appreciate it! Thank you for choosing Beals.

Avaliado com 5 de um total de 5 estrelas

Beals and James Grant are to be highly recommended.

Very happy with my annual investment review with James Grant. Twelve month portfolio performance exceeding 18% is well above what I had anticipated and I am very glad I made the decision to remove myself from my earlier investment advisor, who did little or nothing to look after my investments. James has looked after me brilliantly and I would have no hesitation in recommending him, Beals and Quilter.

19 de maio de 2026
Avaliação não solicitada
logotipo da Beals Mortgage & Financial Services

Resposta da Beals Mortgage & Financial Services

Thank you Graham for taking the time to review your experience with our adviser James, we really appreciate it! Thank you for choosing Beals.

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