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
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
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
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
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
- Finanzplaner
- Finanzberater
- Haushaltsversicherung
- Einkommensversicherung
- Versicherungsmakler
- 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
Head Office, Unit 1, Fulcrum 2, Solent Way, Whiteley, Fareham, Hampshire, PO15 7FN, Fareham, Vereinigtes Königreich
- 01489585581
- info@bealsfs.co.uk
- bealsfs.co.uk
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.
Bealsweath
This company has had my best interest. The first to the last meeting was very informed.

Antwort von Beals Mortgage & Financial Services
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.

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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

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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

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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.

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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

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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 👍

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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🤩

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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!

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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.

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

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Daniel is very knowledgeable
Daniel is very knowledgeable, approachable, and helpful

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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.

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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.

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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.

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

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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

Antwort von Beals Mortgage & Financial Services
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

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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.

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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.

Antwort von Beals Mortgage & Financial Services
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.







