Beals Mortgage and Financial Services | Wealth Management Reviews

topesh bashi 2026.10.12

     

Such wonderful service by Olivia Rowell and excellent communication! All my doubts and confusion were addressed with clear, accurate, and helpful information. I’m truly satisfied with the overall experience and really appreciate the professionalism and support provided. I will definitely come back for our future deals. Highly recommended! Thanks Olivia.😊

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Claire Privett 2026.10.08

     

Olivia has been so helpful at giving me financial advice that helps me to understand it all! Recommend!

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Molly Johnson 2026.09.19

     

Wouldn’t go anywhere else! Holly made me feel at ease throughout the process and was very professional.

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harry crockford 2026.09.18

     

Holly made the process of consolidating my pension and setting up regular contributions easy. Kieran was extremely helpful in sorting out my income protection and was very flexible in finding a time that worked around my schedule to talk. Would highly recommend

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Elena Crockford 2026.09.18

     

Great experience with Beals, would recommend! Holly helped my husband with setting up his pension - she answered all our questions & was really helpful. Kieran also set up our protection and the whole process was seamless. Thankyou!

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Richie Roser 2026.09.16

     

20 years we've been with Christine and she's never let us down. She's sorted everything for us over the years, the mortgage, protection, and now we're looking at equity release. What I like is she doesn't rush you or blind you with science, she just talks you through it. Any question and she's straight back to you. Lovely lady, can't recommend her enough.

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joe tolster 2026.09.14

     

Great service, Christine was very polite, friendly and responses were always swift. Even keeping an eye on our application whilst returning from holiday. Highly recommend

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Susan Newman 2026.09.11

     

If anyone is looking for a Mortgage I would thoroughly recommend Christine, she goes above and beyond looking at all options available to suit your needs.

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joe Davis 2026.09.10

     

Christine has managed our mortgage for several years since we moved into our first home. She makes the process incredibly easy and understandable and goes above and beyond to ensure everything stays stress-free. We highly recommend her to anyone.

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Tony Lawrence 2026.09.10

     

Always helpful. Highly recommended 😊👍

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Oliver Sourmenidis 2026.09.09

     

Clare Cheeseman has been exceptional to deal with in helping us secure our mortgage and additional services provided. She is always on hand to offer her help & support and compared to other advisors we dealt with was happy to go the extra mile to ensure we had secured the best product that we were comfortable with. She responds to any queries we have had very quickly and is a credit to the Beals wealth management team, would highly recommend! Thanks Again Clare for all your help :)

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Maxine Clark 2026.09.02

     

Great service from Alex. Cares about the person as an individual.

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Beverley Williams 2026.08.28

     

Kieran was very helpful in explaining the policy and kept in touch regularly.

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Susan Carvell 2026.08.26

     

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Tracy Doyle 2026.08.26

     

Pension Services Review I was very pleased with the pension services I received. The process was handled professionally and efficiently. Daniel Pyle was helpful, friendly, and clear when explaining my options. Any questions I had were answered promptly, which made the whole experience straightforward and reassuring. Overall, I would recommend their pension services to anyone looking for reliable and professional support with their pension.

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Steph Tully 2026.08.13

     

Olivia Nelson is excellent in her field of financial mortgage advice. She's patient, knowledgeable and caring so you feel the mortgage journey isn't arduous. She took into account that we hadn't gone through a mortgage application in many years and adapted her management of our application to meet us, our age and our lack of current knowledge. She settled nerves. Often made and took calls outside of hours to meet with my busy worklife. She explained every step of the way, and the costs involved. Her communication was always timely, informative and easy to understand. She is highly recommended 👌 👏

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Reply from Beals Mortgage and Financial Services | Wealth Management 2025.05.20

Hi Steph, Thank you for taking the time to review Beals Wealth Management. James 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!

David Wright 2026.08.03

     

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Happy Buyer 2026.08.03

     

We dealt with Olivia who is knowledgable helpful and friendly, A true professional and we really feel that we are in safe hands. I highly recommend and will always be grateful, Thank you .

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1979julianne 2026.07.09

     

I worked with Olivia Nelson to re-mortgage. I previously had a joint mortgage, but needed to change to one on my own. Olivia guided me through, answered all of my questions and made the whole process alot less stressful

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Barnabas Palfrey 2026.07.08

     

Christine Poynter has been a superb support, keeping her eyes on what we need to do, and also responding when we have questions or concerns

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