Beals Mortgage & Financial Services
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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.