Beals Mortgage & Financial Services Bewertungen 

491
TrustScore 5 von 5

5,0

Wir überprüfen keine spezifischen Behauptungen, da die Meinungen der Bewerter ihre eigenen sind. Wir können Bewertungen jedoch als „verifiziert” kennzeichnen, wenn wir bestätigen können, dass eine geschäftliche Interaktion stattgefunden hat. Mehr erfahren

Um die Integrität unseres Portals zu schützen, überprüft unsere automatisierte Software alle Bewertungen – unabhängig davon, ob sie verifiziert sind oder nicht – rund um die Uhr. Diese Technologie identifiziert und entfernt Inhalte, die gegen unsere Richtlinien verstoßen, wie zum Beispiel Bewertungen, die nicht auf einer wirklichen Erfahrungen basieren. Uns ist bewusst, dass wir möglicherweise nicht alles erfassen, doch Sie können uns jederzeit problematische Inhalte melden, die wir Ihrer Meinung nach übersehen haben. Mehr erfahren

Das sagen Bewerter

Bewertet mit 5 von 5 Sternen

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... Mehr ansehen

Bewertet mit 5 von 5 Sternen

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

Bewertet mit 5 von 5 Sternen

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... Mehr ansehen

Bewertet mit 5 von 5 Sternen

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.

Unternehmensdetails

  1. Finanzplaner
  2. Finanzberater
  3. Haushaltsversicherung
  4. Einkommensversicherung
  5. Versicherungsmakler
  6. Investmentservice

Vom Unternehmen geschrieben

"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


Kontaktinformationen

5,0

Hervorragend

TrustScore 5 von 5

491 Bewertungen

5 Sterne
4 Sterne
3 Sterne
2 Sterne
1 Stern

Bittet Kunden um Bewertungen

Das Unternehmen lädt seine Kunden ein, Bewertungen zu hinterlassen – ob positive oder negative.

So nutzt dieses Unternehmen Trustpilot

Erfahren Sie, woher die Bewertungen stammen und wie sie ausgewertet und moderiert werden.

5,0

Alle Bewertungen

(491)

201 Bewertungen in den letzten 12 Monaten

Bewertung abgeben
Unternehmen auf Trustpilot dürfen keine finanziellen oder anderweitigen Anreize oder Gegenleistungen für das Verbergen von Bewertungen anbieten. Bewertungen spiegeln die Meinung einzelner Nutzer wider und nicht die von Trustpilot. Mehr erfahren

Bewertet mit 5 von 5 Sternen

Bealsweath

This company has had my best interest. The first to the last meeting was very informed.

11. Dezember 2025
Bewertung ohne vorherige Einladung
Beals Mortgage & Financial Services-Logo

Antwort von Beals Mortgage & Financial Services

Hi Kevin, thank you ever so much for your lovely feedback. The team will be delighted to hear this! We hope you have a great day!

Bewertet mit 5 von 5 Sternen

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.

11. Dezember 2025
Bewertung ohne vorherige Einladung
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Antwort von Beals Mortgage & Financial Services

Hi Jacqui, Thank you for taking the time to review Beals Mortgage & Financial Services. Christine was so glad she was able to provide you a great experience. Our staff are handpicked for their customer service, professionalism, and knowledge. We hope to hear from you soon. Have a great day!

Bewertet mit 5 von 5 Sternen

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

11. Dezember 2025
Bewertung ohne vorherige Einladung
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Antwort von Beals Mortgage & Financial Services

Hi Maisie, Thank you for your lovely review. Feedback like this means the world to us. Christine was delighted to hear you had such a great experience with us! We hope you have a great day! :)

Bewertet mit 5 von 5 Sternen

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

2. Dezember 2025
Bewertung ohne vorherige Einladung
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Antwort von Beals Mortgage & Financial Services

Hi Martin, thank you ever so much for your lovely feedback. Dean will be delighted to hear this! We hope you have a great day!

Bewertet mit 5 von 5 Sternen

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.

10. Dezember 2025
Bewertung ohne vorherige Einladung
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Antwort von Beals Mortgage & Financial Services

Hi Richard, Thank you for taking the time to review Beals Mortgage & Financial Services. Clare was so glad she was able to provide you a great experience. Our staff are handpicked for their customer service, professionalism, and knowledge. We hope to hear from you soon. Have a great day!

Bewertet mit 5 von 5 Sternen

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

1. Dezember 2025
Bewertung ohne vorherige Einladung
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Antwort von Beals Mortgage & Financial Services

Thank you, Sylvia, for reviewing your experience at Beals Mortgage and Financial Services! Tim will be overjoyed to hear your positive feedback :) Our staff are handpicked for their customer service, professionalism, and knowledge. We hope you have a great day.

Bewertet mit 5 von 5 Sternen

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 👍

4. Dezember 2025
Bewertung ohne vorherige Einladung
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Antwort von Beals Mortgage & Financial Services

Hi Neil, thank you ever so much for your lovely feedback. The team will be delighted to hear this! We hope you have a great day!

Bewertet mit 5 von 5 Sternen

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🤩

2. Dezember 2025
Bewertung ohne vorherige Einladung
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Antwort von Beals Mortgage & Financial Services

Hi Daisy, Thank you for your lovely review. Feedback like this means the world to us. Tracy was delighted to hear you had such a great experience with us! We hope you have a great day! :)

Bewertet mit 5 von 5 Sternen

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!

2. Dezember 2025
Bewertung ohne vorherige Einladung
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Antwort von Beals Mortgage & Financial Services

Hi Charlotte, thank you for reviewing your experience with Beals Wealth Management. Feedback like this means the world to us. Alex & Clare will be overjoyed to hear your positive feedback. Have a good day, we hope to hear from you soon!

Bewertet mit 5 von 5 Sternen

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.

19. November 2025
Bewertung ohne vorherige Einladung
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Antwort von Beals Mortgage & Financial Services

Hi Clare, Thank you for taking the time to review Beals Mortgage & Financial Services. Neil was so glad he was able to provide you a great experience. Our staff are handpicked for their customer service, professionalism, and knowledge. We hope to hear from you soon. Have a great day!

Bewertet mit 5 von 5 Sternen

mortgage

Our case was handled by Mandy PUNTIS were always quick to answer our queries.Great communication and customer service, would recommend. Thanks again!

24. November 2025
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Antwort von Beals Mortgage & Financial Services

Hi, thank you ever so much for your lovely feedback. Mandy will be delighted to hear this. We hope you have a great day!

Bewertet mit 5 von 5 Sternen

Daniel is very knowledgeable

Daniel is very knowledgeable, approachable, and helpful

26. November 2025
Bewertung ohne vorherige Einladung
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Antwort von Beals Mortgage & Financial Services

Hi, thank you ever so much for your lovely feedback. Dan will be delighted to hear this. We hope you have a great day!

Bewertet mit 5 von 5 Sternen

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.

25. November 2025
Bewertung ohne vorherige Einladung
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Antwort von Beals Mortgage & Financial Services

Hi, thank you ever so much for your lovely feedback. Trevor will be delighted to hear this! We hope you have a great day!

Bewertet mit 5 von 5 Sternen

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.

12. November 2025
Bewertung ohne vorherige Einladung
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Antwort von Beals Mortgage & Financial Services

Hi Scott, Thank you for your lovely review. Feedback like this means the world to us. Tracy was delighted to hear you had such a great experience with us! We hope you have a great day! :)

Bewertet mit 5 von 5 Sternen

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.

20. November 2025
Bewertung ohne vorherige Einladung
Beals Mortgage & Financial Services-Logo

Antwort von Beals Mortgage & Financial Services

Thank you, John, for reviewing your experience at Beals Mortgage and Financial Services! Trevor will be overjoyed to hear your positive feedback :) Our staff are handpicked for their customer service, professionalism, and knowledge. We hope you have a great day.

Bewertet mit 5 von 5 Sternen

Excellent service from Tracy.

Excellent service from Tracy.
A pleasure to deal with and would highly recommend.

6. November 2025
Bewertung ohne vorherige Einladung
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Antwort von Beals Mortgage & Financial Services

Hi Lee, thank you ever so much for your lovely feedback. Tracy will be delighted to hear this! We hope you have a great day!

Bewertet mit 5 von 5 Sternen

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

3. November 2025
Bewertung ohne vorherige Einladung
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Antwort von Beals Mortgage & Financial Services

Hi Sam, Thank you for your lovely review. Feedback like this means the world to us. Tracy was delighted to hear you had such a great experience with us! We hope you have a great day! :)

Bewertet mit 5 von 5 Sternen

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

21. November 2025
Bewertung ohne vorherige Einladung
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Antwort von Beals Mortgage & Financial Services

Hi Helen, thank you for reviewing your experience with Beals Wealth Management. Feedback like this means the world to us. Tracy will be overjoyed to hear your positive feedback. Have a good day, we hope to hear from you soon!

Bewertet mit 5 von 5 Sternen

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.

13. November 2025
Bewertung ohne vorherige Einladung
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Antwort von Beals Mortgage & Financial Services

Hi Kaya, thank you ever so much for your lovely feedback. Tracy will be delighted to hear this. We hope you have a great day!

Bewertet mit 5 von 5 Sternen

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.

15. September 2025
Bewertung ohne vorherige Einladung
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Antwort von Beals Mortgage & Financial Services

Hi Martin, Thank you for your lovely review. Feedback like this means the world to us. Tracy was delighted to hear you had such a great experience with us! We hope you have a great day! :)

So funktioniert Trustpilot

Auf Trustpilot hat jeder die Möglichkeit, Bewertungen abzugeben. Der Verfasser einer Bewertung kann diese jederzeit bearbeiten oder löschen, und die Bewertungen werden angezeigt, solange der jeweilige Nutzer-Account aktiv ist.

Unternehmen können über automatische Einladungen zur Bewertungsabgabe einladen. Diese Bewertungen werden mit dem Hinweis „verifiziert“ versehen, um darauf hinzuweisen, dass es sich um echte Erfahrungen handelt.

Erfahren Sie mehr über die verschiedenen Arten von Bewertungen.

Zum Schutz unseres Portals setzen wir auf eine Kombination aus spezialisierten Mitarbeitern und cleveren Technologien. Erfahren Sie, wie wir gefälschte Bewertungen bekämpfen.

Erfahren Sie mehr darüber, wie Bewertungen auf Trustpilot gehandhabt werden.

Hier ​finden Sie 8 Tipps für das Schreiben von Bewertungen.

Die Verifizierung hilft sicherzustellen, dass es sich bei den Bewertungen, die Sie auf Trustpilot lesen, um Bewertungen von echten Menschen handelt.

Anreize für das Schreiben von Bewertungen anzubieten oder selektiv zur Bewertungsabgabe einzuladen, kann den TrustScore verfälschen. Deshalb verstößt beides gegen unsere Richtlinien.

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