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
Embora não verifiquemos afirmações específicas porque as opiniões dos avaliadores são pessoais, podemos marcar as avaliações como "Verificadas" quando for possível confirmar que houve uma interação comercial. Leia mais
Para proteger a integridade da plataforma, todas as avaliações em nossa plataforma — verificadas ou não — são analisadas por nosso software automatizado, disponível 24 horas por dia, 7 dias por semana. Essa tecnologia foi concebida para identificar e remover conteúdo que viola nossas diretrizes, incluindo avaliações que não são baseadas em uma experiência real. Reconhecemos que talvez não consigamos detectar tudo e você pode sinalizar qualquer coisa que ache que possamos ter deixado passar. Leia mais
Veja o que dizem as avaliações
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
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
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
- Planejamento Financeiro
- Consultor Financeiro
- Agência de seguros domiciliares
- Seguro Renda Familiar
- Corretor de seguros
- 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
Head Office, Unit 1, Fulcrum 2, Solent Way, Whiteley, Fareham, Hampshire, PO15 7FN, Fareham, Reino Unido
- 01489585581
- info@bealsfs.co.uk
- bealsfs.co.uk
Pede aos clientes que avaliem
Esta empresa convida seus clientes a deixarem avaliações, sejam elas positivas ou negativas
Como esta empresa usa o Trustpilot
Veja como as avaliações e classificações são obtidas, pontuadas e moderadas.
Bealsweath
This company has had my best interest. The first to the last meeting was very informed.

Resposta da 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.

Resposta da 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

Resposta da Beals Mortgage & Financial Services
Dean Fermie, my Beals advisor
Dean Fermie has been my advisor for several years and I have always felt valued as a client.
I believe the advice I've been given has recognised my attitude to risk and longer term objectives

Resposta da Beals Mortgage & Financial Services
My Financial Advisor Claire Cheeseman…
My Financial Advisor Claire Cheeseman Always "Goes The Extra Mile" With All The Help And Advice She Gives To Me And She Cleary Explains All The Financial Complexities Of The Pension Markets And How My Platform Is Performing Which Leaves Me Very Able To Make Sound Decisions Regarding My Pension.

Resposta da Beals Mortgage & Financial Services
Tim Meiris was terrific in every way…
Tim Meiris was terrific in every way possible in so much the process was easy to understand and Tim took all the pressure off my situation and sorted my new mortgage out in a matter of days. Would recommend to anyone needing clear and concise help. Thank you so much Tim

Resposta da Beals Mortgage & Financial Services
Pension review
My first pension review with this company and the were very informative and spoke in a clean and understanding way and my funds are also doing very well 👍

Resposta da Beals Mortgage & Financial Services
Tracy Farrington
Tracy Farrington, at Beals - is amazing, really helpful and knows how to word things for people like me who don’t understand. We have used Tracy for 5 years on and off, and have always said how great she is. Very welcoming and always there for a question or a chat. Very knowledgeable and gets things done in a timely manner🤩

Resposta da Beals Mortgage & Financial Services
Alex and Clare are both great advisors
Alex and Clare are both great advisors. You receive excellent advice and guidance, regular communications and the mortgage that best suits your needs. We have great trust in them and wouldn’t use anyone else!

Resposta da Beals Mortgage & Financial Services
Great financial advice
Neil Adams was a fantastic help to me when trying to navigate my father's financial affairs. He put me at ease and explained everything in detail helping me to feel confident about making the best decisions.

Resposta da Beals Mortgage & Financial Services
mortgage
Our case was handled by Mandy PUNTIS were always quick to answer our queries.Great communication and customer service, would recommend. Thanks again!

Resposta da Beals Mortgage & Financial Services
Daniel is very knowledgeable
Daniel is very knowledgeable, approachable, and helpful

Resposta da Beals Mortgage & Financial Services
Annual financial review
Had my first annual review with Trevor Wallbridge yesterday. Everything was explained very clearly and Trevor gave such good and helpful advice.

Resposta da Beals Mortgage & Financial Services
I have just completed on my new house…
I have just completed on my new house and the service, support and advice I received from Tracy was nothing short of amazing.
If you need a mortgage, go and see this lovely lady.

Resposta da Beals Mortgage & Financial Services
Pension advice
I am sure the level of support and attention to detail provided by my Beal's financial planner Trevor Wallbridge is second to none.
Since moving my private pension across to Beals it has taken off.

Resposta da Beals Mortgage & Financial Services
Excellent service from Tracy.
Excellent service from Tracy.
A pleasure to deal with and would highly recommend.

Resposta da Beals Mortgage & Financial Services
Massive thanks to Tracy for her…
Massive thanks to Tracy for her impeccable service helping with my mortgage and life insurance needs. Much appreciated and will be highly recommending amongst family and friends

Resposta da Beals Mortgage & Financial Services
Highly recommend
Tracy has been amazing from the beginning so helpful and informative through the whole process. Always kept us up to date throughout the mortgage journey. Thank you so much

Resposta da Beals Mortgage & Financial Services
Happy to help
I’ve been dealing with Tracy recently and she has been a huge help to me. Always goes the extra mile to answer any questions I have and make sure they’re explained properly for me.

Resposta da Beals Mortgage & Financial Services
Tracy helped my partner and I find a…
Tracy helped my partner and I find a great mortgage, and was so clear about explaining everything at each step of the way. Would thoroughly recommend them, for anyone looking to do things without the least amount of stress and hassle. Delightful service, would recommend using them, fees more than fair for the weight removed with their assistance.

Resposta da Beals Mortgage & Financial Services
A Experiência Trustpilot
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