Beals Mortgage & Financial Services Reviews 461

I have had the pleasure of dealing with Trevor Wallbridge for many years as my Financial planner.
I feel very secure and happy with the personal and professional service provided.
Highly recommended ⭐️⭐️⭐️⭐️

Trevor is always very knowledgeable and explains everything in detail

Olivia made our entire mortgage process quick and completely stress-free. She explained everything clearly, kept us updated every step of the way, and made what could have been overwhelming feel simple and straightforward.

She also arranged our life insurance and buildings insurance, which made everything even easier having it all sorted in one place. We’re so grateful for her support and wouldn’t hesitate to recommend her to anyone looking for a smooth, hassle-free experience!

We can’t thank Tracy enough for everything she did for us. After being denied by our first lender, we were understandably stressed and worried that we wouldn’t be able to secure a mortgage. Tracy reassured us, and worked incredibly hard to find a lender who would accept our application.

She contacted us in the evenings to keep us updated and to reassure us when we were feeling uncertain. That level of care made such a difference during a stressful time.

Tracy was professional, knowledgeable, and determined from start to finish. Thanks to her persistence and expertise, we now have our mortgage approved — something that didn’t feel possible at one point.

We would highly recommend Tracy to anyone needing a mortgage advisor, especially if your situation isn’t straightforward. She genuinely cares and goes above and beyond for her clients.

We’d also like to say a special thank you to Trevor, who gave us some helpful financial advice at the very beginning and put us in touch with Tracy.

Thankyou again for everything :)

Highly recommend Christine from Beals. Very helpful from start to finish. She leaves no question unanswered and does everything in her power to find you the best deal. 5 stars from us as first time buyers!

The company is very efficient and its fees are reasonable. The financial advisor is very professional and gives clear and concise explanations in plain English. I am very pleased on the performance of the investment under Beals' management.

Great service

Christine from Beals Mortgage & Financial Services has always got me the best offer when my fixed term is about to come to an end. No hassle what so ever.

My experience with Gary Jackson( my financial planner) is good because Gary knows and understands my personal circumstances very well, as we have worked together for many years. He always listens and gives fair impartial advice.

Holly Giles maintained the high level of service and expertise I had received from previous
Adviser Alex Hudson. Terry fleet

Had a full pension review with Gary Jackson and couldn’t be happier with the advice. He took the time to explain everything properly and made sure I understood my options. No pressure, just honest and helpful guidance. I feel much more in control of my future now. Highly recommend! Lisa

Paul Janes as always gives very good advice. Explained professionally and easy for me to understand. Answers any questions I have

Always a very friendly and professional service. I have used Beals for a long time now and find Mandy fabulous to work with

It is always a clear, concise conversation with James. Different aspects reviewed and always a clear outcome to move forward with.

I would like to say beals couldn’t have done any better for me excellent communication and service with good returns on my pension investment especially Dominic higham whom has been excellent and gone above and beyond for my needs

The financial planner was very easy to talk to, listened and spoke using language I could understand. The pension had made very good growth over the past year and all in all I was very happy with the service

My financial adviser, Mark Hurst, delivers a first class service each and every time, with the utmost clarity. He is just a call, or email away, if any financial advice, or access to funds is required. Thank you Mark, your a credit to your profession and Beals Wealth Management.

Great advice from Trevor in regards to my pension, always on hand with any issues. Very happy with the service . Thanks again

I can’t recommend Neil Adams highly enough. He made what can be a complicated area (pensions and company insurances) feel simple and well-managed. He was thorough, transparent, and always available for questions, and he tailored the recommendations to what actually made sense for me rather than a generic solution. If you want an IFA who’s knowledgeable, forward thinking, and genuinely on your side — Neil’s your guy