Beals Mortgage & Financial Services Reviews 

Friendly and fully informed conversation

I have been with Beals for over ten years and have consistently received excellent service. Trevor has been my financial adviser throughout this time, and he is always professional, knowledgeable, and approachable. He takes the time to clearly explain options and ensure I feel confident and informed when making financial decisions. I trust his advice completely and would highly recommend both Trevor and the company to anyone seeking reliable financial guidance.

Thanks
Rebecca

Christine done a great job and kept us updated all the way through the process, nothing was too much trouble.

Olivia was lovely and gave some very good advice.

We had excellent help from Christine Poynter when we recently renewed our mortgage. We would highly recommend her. She was extremely helpful at guiding us through the process enabling us to get the best deal for our personal situation.

Our mortgage advisor Christine Poynter was very informative , friendly and knowledgeable , which put us at ease straight away.
I would highly recommend her.
Keith Hiron.

My advisor Gary Jackson was professional and informative throughout this process. Gary went out of his way to find the correct product for my circumstances which meant starting from scratch on more than one occasion. Thank you Gary for your kind attention and excellent communication.

Like each year ...always a pleasure . Daniel is straight to the point and knows us so this makes it easier . Thank you again

Easy to understand
Dan was patience and reviewed at speed i could cope with.
Explains things in a simple manner.

Tim Meiris at Beals has been absolutely exceptional. He is excellent at following up on every detail and is particularly strong at dealing with complex situations. Tim has managed both of our mortgages and has been outstanding throughout, especially when handling a complicated scenario involving my mother’s new home and a second mortgage.

His advice and guidance were incredibly helpful, clear, and reassuring at every stage. Tim is super friendly, extremely proactive, and very efficient when it comes to paperwork and securing deals quickly.

I wouldn’t hesitate to highly recommend Tim to anyone looking for a mortgage advisor who is thorough, knowledgeable, and genuinely great to work with.

My questions were answered and research done on my behalf on things that were not immediately clear.

Christine Poynter is the best mortgage advisor we’ve had, so helpful and always responds to emails quickly. Really pleased with her service! Thank you!

Christine from start to finish was superb, helping my wife and me at every stage!

Christine was in contact regularly giving us updates on the process and where we stood in the timeline.

Would highly recommend Christine to anyone who needs help moving or changing mortgages. Professional, friendly and always at the end of the phone.

Excellent advice given again at this years Annual Review.
Time spent to go though the documentation which I have found easy to follow and understand.
It's very comforting knowing my investments are being looked after.

Fantastic support from my mortgage advisor, Alex Hudson.

Claire was very friendly and explained everything perfectly. This was my first chat with Clare Chessmon, and I enjoyed her easy going approach.

Olivia Rowell was very supportive throughout the process of our getting our dream home, always a step ahead, encouraging, replying our questions and emails very promptly and kudos to Olivia we got the best interest rate. Would gladly do this over and over again with her.

Holly at Beales provided excellent advice and service.
Everything thing was completed very quickly and accurately, so very pleased with the whole package.

Clare Cheeseman has been very efficient helping me to get my pension fund. I wasn't happy with Quilter who kept me waiting weeks for the payment but Clare hurried them along.

Trevor wallbridge is absolutely fantastic at his job everything is explained very well and nothing is to much trouble. He has done an exceptional job with my pension when 15 years ago nobody else would do what I wanted them to do so thank you Trevor and hope you continue helping me in the future.