Beals Mortgage & Financial Services Reviews

I’m very impressed with the services I received. I and my husband were looking for a house and Clare Cheeseman made this experience worthwhile with getting us the best mortgage deal and would follow up if there is a rate drop to change to lower interest rate. I took us nearly two years as the first property fell through and Clare was there every step of the way, following up on our progress and acts really quickly, helped us close a good rate at last minute as well. So grateful that we finally got our keys today.

Christine is a superb adviser who takes the time to understand her clients' needs and concerns. After expressing my desire to consolidate my arrangements in the medium term, Christine expertly worked on a range of options, clearly explaining all considerations and most importantly offering a potential plan for the future. I cannot recommend Christine highly enough.

Always, good, fair advice.

Beals financial services have searched for our mortgages renewals since we started on the property ladder roughly 5 years ago. I can’t recommend them enough! Christine Poynter Mortgage & Protection Adviser is absolutely amazing!! She is super friendly and reliable, always there at the end of the phone with a really helpful and informative outlook when searching for our next mortgage deal! She’s super quick with replying to emails and answers anything even if they may feel stupid. I feel like I’m taking to a good friend! I won’t look anywhere else for a Morgage advice, I highly recommend Christine!

Tim Meiris has been simply amazing and I'm not just saying that. Through the whole process Tim has been extremely patient and knowledgeable in getting us our mortgage. From the first telephone conversation we had, I knew we were in good hands, Tim gave me the confidence before we even met him. Having a mortgage advisor that we could see and speak to so easily has been invaluable. No question has been to small or too 'silly' . This was a brand new process for us buying our first home and I genuinely don't think it would have been possible, or as easy as Tim made it for us. If you're in doubt about which mortgage advisor to use.... look no further than Tim. Thank you so very much!

Couldn’t imagine facing the remortgaging without Christine Poynter she is super efficient and knowledgeable in her field of expertise. Making what could be an overwhelming and daunting process feel a lot more straightforward. Thank you so much for your help and support!

Olivia is the best Financial advisor I have worked with! She is professional, reliable and answers your questions without delays! I can't recommend her enough!

It has been really valuable having James Grant as my financial advisor - he is so knowledgeable and gives excellent advice on things needed. He is always very helpful and explains things as needed.

Tim Meiris was amazing with getting our initial mortgage and again recently when we remortgaged. He was very professional and handled our mortgages very well. He kept in contact with us every step of the way and managed to secure us some really good deals! We will continue to use Tim every time we need to renew our mortgage! We definitely recommend his services!

We can't recommend Tim enough. He was an absolute star throughout our entire mortgage process, and we are so grateful for all of his support and expertise. ​As first-time buyers, we had a lot of questions, but Tim was incredibly patient and took the time to explain everything clearly, making a potentially stressful experience feel smooth and straightforward. He was always quick to respond and went above and beyond to make sure we were comfortable and well-informed at every step. ​Thanks to Tim, we collected the keys to our new home today! We are so excited, and it wouldn't have been possible without his hard work and dedication. If you're looking for a mortgage adviser who is professional, knowledgeable, and genuinely cares about his clients, look no further than Tim.

It is always a personal experience to deal with Beals Services; you get a preliminary phone call even to plan the meeting and the annual review is also a personal phone call. You are dealt with as a personal client.

I always deal with Mark Hurst for my financial affairs and he is always very professional, informative and knowledgeable in the products and services he provides. Highly recommend

I had claire cheesman for my financial person while purchasing a property. My first time and she was absolutely amazing..made me feel comfortable, at ease at all times and she couldn't have done more for me. She was more than happy to help with any questions I had, helping me along the way of what is a quite stressful journey. Always making me feel I could contact her with even the small things, questions and alike. Honestly couldn't have had anyone better. Would fully recommend her to anyone

Mandy Puntis is simply wonderful! Excellent and clear communication. Nothing is a problem and was always on hand and replied promptly. Thank you Mandy. You certainly made a stressful time alot calmer for us. Appreciate everything you do. Bryan and Neil

We are really happy with our Financial Advisor, James Grant. He is always very friendly, easy to talk to and very efficient and knowledgable regarding Financial Matters.

Daniel Pyle has been very professional in the interactions had between myself and my Partner, giving us the reassurance that we are dealing with the right expertise with regards to Daniel and the guidance and sound advice on offer from him.

Daniel is prepared to answer questions and explain options - easy to understand and doesnt baffle with jargon.

I can’t recommend Christine highly enough. From the very beginning, she went above and beyond to find the best mortgage solution tailored specifically to my needs. What really stood out was her dedication — she took the time to explain every step, answered all my never-ending questions with patience, and offered honest, expert guidance throughout the entire process. It’s clear she genuinely cares about her clients and wants the best outcome for them. Thanks to her support, what could have been a stressful experience felt manageable. If you're looking for someone who’s knowledgeable, reliable, and truly on your side, look no further. She's absolutely outstanding. Will definitely be recommending her to friends and family.

I’ve dealt with mark hurst over many years, from word and mouth from a previous work colleague Lucie Cork, but more frequently when he arranged my mortgage in 2018 This is now my 3rd re newal mortgage with mark and the professionalism, friendliness, honesty and efficiency is still the same as when I 1st met him I have just completed a new 2 yr deal which was less than I was expecting as he looks for the best deals, which is always a plus and due to the economic climate I was happy with this as did not want to commit to a five yr one There this also other financial assistance Mark can give which also proves worthwhile keeping your financial info under one roof, ie contents and Building insurance, which is an area I will be reviewing shortly with him What you see is what you get and I personally like that 👍

Good service