Beals Mortgage & Financial Services Bewertungen 

I found Paul Janes knowledgable and helpful.

Beals took on our financial affairs in 2015 to prepare us for retirement. During this period there has been four diffrent advisers dealing with our affairs due to changes in staff, but at no time did their standards of proffesionalism drop. Clear advice has been given regarding Pensions, Wills and Power of Attorney.
I would thoroughly recommend Beals Financial Services to anybody who is preparing themselves for retirement.

Made the experience very easy and was very helpful

My progress check meeting was with Clare Cheeseman. She was very polite and professional. She helped me out with consolidating my pensions together and answered all my questions I had in a way I could understand.

Just exchanged on my first property and had a brilliant experience with Olivia Rowell. She was very professional and prompt, my valuation got arranged straight away and I had an offer within days. She was always on hand for any guidance and it was a seamless transaction. I won’t hesitate to recommend her to others.

I cannot fault Neil Adams, Financial planner with Beals enough. His knowledge, attention to detail and calmness when explaining the processes to me, made it so refreshing. He didn’t make me feel rushed into making decisions and was a pleasure to deal with. Highly recommend him.

Its been a relief to work with a company that offers sound, genuine, honest advice on my pension. Also Chris Milczarek my financial planner has made it easy for me to understand my pension better and also offers advice on other areas. I am very happy with Beals. Thank you Chris for giving me genuine time.

Mark hurst was very professional and found the right mortgage deal for me.

He gave me all the options available and gave a detailed scale of what would happen and when.

He took care of all the paperwork and answered all questions that I had.

I would highly recommend him and Beals to anyone.

Clare Cheeseman/Mortgage and Financial Planner at Beals Financial Services, has been amazing!

After going through a very difficult divorce, Clare was not only professional but also incredibly caring and supportive when I really needed someone to listen. She took the time to understand my situation, guided me with compassion, and helped me secure the best mortgage offer available at the time so I could begin a new chapter in a new home.

On top of that she gave me valuable advice on pensions and insurance, always explaining everything clearly and with patience. Clare is polite, helpful and approachable. She is a credit to Beals and I feel fortunate to have had her support.

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.