Beals Mortgage & Financial Services Bewertungen 

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.

Good service

Christine from Beals mortgage services made our application very easy by helping us step by step through some of the paperwork that we where unsure of what was required. This took a lot of pressure of us.She also found us a product that fitted our requirements.

I have chosen Christine Poynter as my mortgage advisor and by far she has been the most helpful person that I ever met.
She has been amazing during the last few months.
Always available to answer all my questions and clarify what for me was outside my area of expertise.
In the end it's a debt that I will carry with me for life because you made my property purchase dream possible.
Thank you

I was lucky to come across Clare Cheesman whilst booking a viewing of a flat. My first flat had fallen through and the mortgage I had, didn't cover what I needed, which wasn't much, just a 1 bed flat. There were a few other issues involved and this was all discussed with Clare. She then was able to find me a mortgage I could afford and has been keeping an eye on my progress through the process. The whole business was made easier for me and I can't recommend them enough.

Excellent. Helped at every stage. Nothing was too much trouble. Would highly recommend

Olivia Rowell was the fairy godmother to our stressful house purchase! She made the process feel effortless and like we didn’t need to lift a finger! She is the reason we are still sane and stuck out our 9 month purchase! If you’re looking for someone to help, guide and make you feel heard Olivia is the person to go to! Thank you for all your hard work we will defiantly use you every time again without fail!

Our remortgage completed last week after Will Ashley arranged it for us back in April. Will's customer service is fantastic, and he ensured that we had the best mortgage product for our needs. He listened to what we needed, was supportive and nothing was too much trouble. This is our second time with Will and we'll be back......see you in 5 years.

We have an annual review with Paul Janes, who re-assures us of our investments and gives sound advice as to what steps to take in order to maximise our funds.

Charles Boyd made the interview relaxed and very informative.
We reviewed my account progress and I was impressed by the way it was presented to me.
The meeting was carried out in a relaxed but effective manner.

Christine Poynter provided exceptional service as my mortgage advisor. From the initial consultation through to the completion of the process, everything was handled with professionalism and efficiency. She was always prompt in responding to queries and took the time to clearly explain every step. Her guidance made the experience straightforward and stress-free. I would highly recommend her to anyone seeking expert mortgage advice.

Very informative and honest answers. Felt very confident with information provided

Excellent service and excellent advice always

My advisor is Dean Fermie. Dean is great to work with. So personable and yet very knowledgeable too. He has really done wonders with my financial planning. I am very happy with the work we are doing and would definitely recommend him.

Beals have kept on top of my portfolio and always recommend the best changes if applicable. I have been more than happy with their services for many years. Chris is a real delight to deal with.