Beals Mortgage & Financial Services Reviews 

Great service from a knowledgeable person: Neil Adams. Always great to speak to Neil, who “walks through” scenarios until I understand the options or topic. Pensions are an ever evolving minefield and not something we learn about at an early age, so I’m grateful Neil is on hand to explain. Thanks Neil!

Beales has been advising me on pensions and other matters for several years and both the advice and investment performance has been excellent. Daniel Pyle is always quick to help with clear and practical advice and I recently provided great service and advice on retirement options. I am very pleased to have him advising on and managing my investments.

I have received an excellent service for the last 5 years and have a professional but friendly relationship with Dean my financial advisor. By following his help and understanding of my requirements he has successfully boosted my investment monies. I have no hesitation in recommending these services

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.

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 explained every step of the way.
10/10 would recommend.

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 a lay person, I can understand. He is very reassuring and measured in his approach. The Outcome Report is clear, concise and matches the discussion.

James is absolutely brilliant. He has been looking after my pension pot for quite a few years now and I can only speak highly of him as a financial advisor and a person!
I recommend him with all my heart!

Tim and Bruce were fantastic in supporting me during a very lengthy and stressful house purchase. They provided advice and support throughout and were able to get my mortgage offer extended and over the line.

I found Daniel to be very professional, but at the same time relaxed and approachable with any questions I had. He displayed a great deal of knowledge on my pension situation and finances going forward. I would highly recommend!

Tim from Beals Mortgage and financial services was professional, caring and extremely patient helping us jump through numerous hoops and never stopped searching for the right mortgage. When we met him he was so reassuring. After that initial meeting he was always at the end of a phone or email, keeping us informed how things were going his end. The service we received was excellent from start to finish. Having now made it to exchange and completion we would wholeheartedly recommend Tim to anyone looking for a mortgage.

I had a telephone review with Dean Fermie. He always gives me sound advise for my pension, enabling growth and income to be roughly equal.

I received excellent advice from Mark Hurst whilst considering remortgage options. Mark's advice was extremely honest and I really appreciated that. Thank you Mark.

I used Beals a number of times now and always get great service. Tim is highly professional and always gets us the best deal on offer. I'd highly recommend.

After working with Clare Cheeseman for the duration of acquiring the mortgage and completing the purchase I can honestly rate the experience 5 stars. I had a particularly tricky process and Clare was there for me at the drop of a hat every step of the way. It really is a true testament to the work she does at Beals and I can’t recommend herself or Beals enough. The service was incredible and I was never left wondering what was going on or how to do certain things. As a very young first time buyer this was a massive help. Thank you Beals and most importantly thank you Clare for providing me with a seamless and reliable solution to all problems that arose during the process.

Will.

Clare made it so easy simple now hassle straightforward job done

Mrs Christine Poynter Would always go that extra mile so so helpful lovely to deal with

Trevor explains everything in detail and he is easy to understand I am really pleased with my pension

Clare has made my remortgage experience as simple as possible. She actively keeps up to date on new lower rates and has kept me informed the entire time.