Beals Mortgage & Financial Services Reviews 

Excellent help & advice from start to finish

Working with Christine has been one of the best decisions I have made. From my very first conversation, I felt listened to and understood, not just as a client, but as a person. Christine took the time to learn what really matters to me and created a plan that really suits.

What I appreciate most is how approachable and patient she is. No question ever feels silly, and everything is explained clearly and calmly. She made what used to feel overwhelming feel manageable — even reassuring.

Beyond her expertise (which is excellent), there’s a genuine sense of care and trust. I know Christine is looking out for my best interests, and that peace of mind is invaluable. Thanks to her guidance, I feel more confident about my financial future and grateful to have someone I truly trust in my corner.

I wouldn’t hesitate to recommend her to anyone looking for a knowledgeable advisor who leads with both skill and heart.

Mandy Puntis is a nice lady. I met her a lot times at this few months. She helped my friend to apply the Mortgage and helped me too.
She is always good service to us.
Thanks a lot of her help!
From Anita Wong

James Grant is a very pleasant, professional person and puts things into plane English for me to understand.

Christine has managed my mortgage for several years now, since moving. She makes the process very easy, understandable and above all, goes out of her way to make everything stress-free. I would thoroughly recommend her to anybody.

This company has had my best interest. The first to the last meeting was very informed.

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.

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

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

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.

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

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 👍

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🤩

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!

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.

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

Daniel is very knowledgeable, approachable, and helpful

Had my first annual review with Trevor Wallbridge yesterday. Everything was explained very clearly and Trevor gave such good and helpful advice.

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.

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.