Beals Mortgage & Financial Services Reviews

Dean Fermie and Beals make financial management easy. Dean is practical, knowledgeable and able to explain financial issues in a way that make decisions easy. Highly recommended!

Clare Cheeseman has been helping me trace my workplace pensions, she has been very informative regarding what I can do with my pensions going forward and how I can plan for future retirement. Clare is really friendly and approachable and I felt at ease to ask any questions no matter how basic. I would highly recommend her services to anyone looking for help with their pensions.

We are First-Time Buyers navigating mortgage finance for the first time and Clare, our mortgage broker, has been excellent! We were always kept in the loop with prompt updates and we were able to secure a great mortgage deal. All-in-all, we are very grateful and are impressed with the service provided. Thank you Clare Cheeseman!!

Great communication, clear and informative.

James Black from Beals Wealth Management is excellent at his job. Always good at explaining everything and listening to your needs Highly recommend him and the company.

James Black explains things in an easy to understand way, us patient in answering questions and inspires trust.

Our mortgage advisor, Tim Meiris, provided an excellent service throughout the course of our transaction. Very knowledgeable, attentive, helpful and friendly, I would not hesitate to recommend his services.

Our financial advisor Trevor Wallbridge has been so helpful over the years we have worked with him. He has advised us when to move our investments into a more profitable portfolio. Today during our annual review he has informed us clearly of how our investments are doing and helping us with financial plans for the future. We are very happy with Beals Financial Services and will continue to put our financial trust in them.

After having my annual review meeting I left knowing my investments are in safe hands, they are performing well, My adviser Mark Hurst has looked after me for many years and has become a friend, he talks in simple terms which i really appreciate, the whole team at beals are very friendly and very professional and always polite, i would totally recommend them, to sum up, keep up the good work.

Great communication with Alexander Hudson. All financial options are provided to make the right decision for my personal circumstances.

We have been very pleased with Beals mortgage and financial services and especially James Black, nothing has been too much trouble when we have asked questions.

Neil Adams has advised me for over 9 years. He is excellent, very knowledgable, thorough and professional. He has been hugely helpful with my long-term financial planning taking care to understand goals and needs, working with me to understand our family aims as our retirement unfolds. Pragmatic, straight, I trust him. Our relationship has developed over those years as he has advised and guided in what has been anything other than a straightforward economic backcloth. I’d highly recommend him, he’s a rare asset, a really good guy who knows his stuff.

I find Daniel very friendly, open and honest plus always professional in our conversations. I believe that we have built a good relationship and that I can trust his advice.

From buying our first home 2 years ago to renewing our mortgage this year Christine Poynter has been absolutely amazing. Would highly recommend asking for Christine personally if you want a smooth sailing mortgage application. Hopefully Christine will still be around in 5 years to help us again. Worthy of more than 5 stars 🤩

Met with Dan Pyle to discuss my Aviva pension. His advice is invaluable to me and its very thorough. He's very knowledgeable and will contact him.again should I have any further queries.

The service that Angie Cosh gave us was 2nd to none, every step off the way she was there with us, guiding us and keeping us sane thank you Beals but an even bigger thank you to Angie

I have been advised by Neil Adams for the last 9 years. He has been superb throughout this time. He is incredibly knowledgable, professional, has excellent insights as to how pension planning relates to overall financial planning...and on top of all this, is a compete joy to spend time with. What could be a chore becomes a very enjoyable and super productive event. I can't recommend or rate him any higher!

James Black - Knowledgeable and very good at explaining the financial choices available. Conversations are two way and responses show he takes care to proffer explanations tailored to your understanding of the subject. Highly recommend.

I always feel I am getting good advice and it is given in a clear and helpful manner - and without being patronizing.

Around July/August 2024 I contacted Will Ashley at Beals for advice about my workplace pensions who from our 1st conversation has been absolutely brilliant. I had at the time 5 different pension pots, Will has now amalgamated them into 1 plan, clearly explaining at each stage exactly what was happening and what I needed to do. I can’t recommend Will highly enough, friendly, helpful and extremely knowledgeable, nothing has ever been too much trouble. First class service from Will Ashley@Beals