Beals Mortgage & Financial Services Reviews 461

TrustScore 5 out of 5

5.0

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Review summary

Created with AI, based on recent reviews

Reviewers overwhelmingly had a great experience with this company. Customers consistently praise the staff for their exceptional professionalism, friendliness, and extensive knowledge, making complex financial processes feel straightforward and manageable. Many highlight the outstanding customer service, noting that advisors are always available, responsive, and provide clear, understandable explanations, fostering a sense of trust and ease. The service provided is frequently described as excellent, with consumers appreciating the efficiency and personalized guidance that helps them secure the best deals. Reviewers are particularly impressed with the quick response times and the smooth, stress-free user experience, often feeling well-supported throughout their financial journeys.

What people talk about most

Staff

People report positive experiences with staff, consistently praising their professionalism, helpfulness, and... See more

Service

Clients share positive opinions on service, consistently praising the professionalism and efficiency of... See more

Customer service

Reviewers highlight positive aspects of customer service, praising the clear, concise, and professional... See more

User experience

Users describe positive interactions with the user experience. Many customers highlight that everything is... See more

Response time

Customers consistently note positive experiences with response times. Reviewers frequently praise the quick... See more

Reviews shaping this summary

Rated 5 out of 5 stars

Beals financial services have searched for our mortgages renewals since we started on the property ladder roughly 5 years ago. I can’t recommend them enough! Christine Poynter Mortgage & Protection A... See more

Company replied

Rated 5 out of 5 stars

We would just like to thank Trevor Wallbridge for his friendly but professional manner in which he has supported us in the many financial deals over the years. Most of all for his solid and experien... See more

Company replied

Rated 5 out of 5 stars

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... See more

Company replied

Rated 5 out of 5 stars

I have been advised by Neil Adams for the last 9 years. He has been superb throughout this time. He is incredibly knowledgable, professional, has excellent insights as to how pension planning relates... See more

Company replied


Company details

  1. Financial Planner
  2. Financial Consultant
  3. Home Insurance Agency
  4. Income Protection Insurance Company
  5. Insurance Broker
  6. Investment Service

Written by the company

"Looking for a Financial Adviser Near You? Beal’s Wealth Management is based in Hampshire, covering the whole of the UK, and has been celebrating 29 years of excellence in financial services. As a top firm in the Quilter Financial Planning Network, we offer personalised advice on a range of services, including pensions, whole of market mortgages, savings, investments, and more. Our commitment is to understand your personal situation and financial needs. Whether you prefer face-to-face meetings with a local adviser, or the flexibility of Zoom and telephone consultations, we provide expert advice wherever you are. Approver Quilter Financial Services Ltd January 2026


Contact info

5.0

Excellent

TrustScore 5 out of 5

461 reviews

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Rated 5 out of 5 stars

Annual financial review

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

November 25, 2025
Unprompted review
Beals Mortgage & Financial Services logo

Reply from Beals Mortgage & Financial Services

Hi, thank you ever so much for your lovely feedback. Trevor will be delighted to hear this! We hope you have a great day!

Rated 5 out of 5 stars

I have just completed on my new house…

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.

November 12, 2025
Unprompted review
Beals Mortgage & Financial Services logo

Reply from Beals Mortgage & Financial Services

Hi Scott, Thank you for your lovely review. Feedback like this means the world to us. Tracy was delighted to hear you had such a great experience with us! We hope you have a great day! :)

Rated 5 out of 5 stars

Pension advice

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.

November 20, 2025
Unprompted review
Beals Mortgage & Financial Services logo

Reply from Beals Mortgage & Financial Services

Thank you, John, for reviewing your experience at Beals Mortgage and Financial Services! Trevor will be overjoyed to hear your positive feedback :) Our staff are handpicked for their customer service, professionalism, and knowledge. We hope you have a great day.

Rated 5 out of 5 stars

Excellent service from Tracy.

Excellent service from Tracy.
A pleasure to deal with and would highly recommend.

November 6, 2025
Unprompted review
Beals Mortgage & Financial Services logo

Reply from Beals Mortgage & Financial Services

Hi Lee, thank you ever so much for your lovely feedback. Tracy will be delighted to hear this! We hope you have a great day!

Rated 5 out of 5 stars

Massive thanks to Tracy for her…

Massive thanks to Tracy for her impeccable service helping with my mortgage and life insurance needs. Much appreciated and will be highly recommending amongst family and friends

November 3, 2025
Unprompted review
Beals Mortgage & Financial Services logo

Reply from Beals Mortgage & Financial Services

Hi Sam, Thank you for your lovely review. Feedback like this means the world to us. Tracy was delighted to hear you had such a great experience with us! We hope you have a great day! :)

Rated 5 out of 5 stars

Highly recommend

Tracy has been amazing from the beginning so helpful and informative through the whole process. Always kept us up to date throughout the mortgage journey. Thank you so much

November 21, 2025
Unprompted review
Beals Mortgage & Financial Services logo

Reply from Beals Mortgage & Financial Services

Hi Helen, thank you for reviewing your experience with Beals Wealth Management. Feedback like this means the world to us. Tracy will be overjoyed to hear your positive feedback. Have a good day, we hope to hear from you soon!

Rated 5 out of 5 stars

Happy to help

I’ve been dealing with Tracy recently and she has been a huge help to me. Always goes the extra mile to answer any questions I have and make sure they’re explained properly for me.

November 13, 2025
Unprompted review
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Reply from Beals Mortgage & Financial Services

Hi Kaya, thank you ever so much for your lovely feedback. Tracy will be delighted to hear this. We hope you have a great day!

Rated 5 out of 5 stars

Tracy helped my partner and I find a…

Tracy helped my partner and I find a great mortgage, and was so clear about explaining everything at each step of the way. Would thoroughly recommend them, for anyone looking to do things without the least amount of stress and hassle. Delightful service, would recommend using them, fees more than fair for the weight removed with their assistance.

September 15, 2025
Unprompted review
Beals Mortgage & Financial Services logo

Reply from Beals Mortgage & Financial Services

Hi Martin, Thank you for your lovely review. Feedback like this means the world to us. Tracy was delighted to hear you had such a great experience with us! We hope you have a great day! :)

Rated 5 out of 5 stars

Paul Janes Progress Check

We discussed all my financial matters not just my pension

November 17, 2025
Unprompted review
Beals Mortgage & Financial Services logo

Reply from Beals Mortgage & Financial Services

Hi Chris, thank you ever so much for your lovely feedback. Paul will be delighted to hear this! We hope you have a great day!

Rated 5 out of 5 stars

Trevor Wallbridge

We would just like to thank Trevor Wallbridge for his friendly but professional manner in which he has supported us in the many financial deals over the years. Most of all for his solid and experienced advice on our pensions. We both truly thank you from the bottom of our hearts.
Monique and Robert Wiggins

October 30, 2025
Unprompted review
Beals Mortgage & Financial Services logo

Reply from Beals Mortgage & Financial Services

Hi, Thank you for your lovely review. Feedback like this means the world to us. Trevor was delighted to hear you had such a great experience with us! We hope you have a great day! :)

Rated 5 out of 5 stars

I would like to say my experience with…

I would like to say my experience with beaks/ quilter has been nothing but brilliant especially the work done by Trevor to make my pension a worthy anount ,always a pleasures to hear from Trevor can’t thank him enough for all he has done

November 19, 2025
Unprompted review
Beals Mortgage & Financial Services logo

Reply from Beals Mortgage & Financial Services

Hi Darren, Thank you for your lovely review. Feedback like this means the world to us. Trevor was delighted to hear you had such a great experience with us! We hope you have a great day! :)

Rated 5 out of 5 stars

I’ve used Christine for a number of…

I’ve used Christine for a number of years now to sort my mortgages and she’s always been extremely helpful. Great advice, great service, and very professional. I’d strongly recommend anyone to use her services.

October 21, 2025
Unprompted review
Beals Mortgage & Financial Services logo

Reply from Beals Mortgage & Financial Services

Thank you, Matthew, for reviewing your experience at Beals Mortgage and Financial Services! Christine will be overjoyed to hear your positive feedback :) Our staff are handpicked for their customer service, professionalism, and knowledge. We hope you have a great day.

Rated 5 out of 5 stars

Our adviser Christine Poynter was very…

Our adviser Christine Poynter was very friendly and professional I immediately felt at ease and less stressed about the mortgage process. No question was too silly and she always kept us up to date with the application process along the way. We will definitely be coming back to Christine for our renewal!! Perfect service!

November 10, 2025
Unprompted review
Beals Mortgage & Financial Services logo

Reply from Beals Mortgage & Financial Services

Hi Hannah, Thank you for taking the time to review Beals Mortgage & Financial Services. Christine was so glad she 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!

Rated 5 out of 5 stars

Tracy was brilliant from start to…

Tracy was brilliant from start to finish. She was incredibly helpful throughout the entire process. Would definitely use her again!

August 11, 2025
Unprompted review
Beals Mortgage & Financial Services logo

Reply from Beals Mortgage & Financial Services

Hi Becki, Thank you for being a valued client! We really appreciate your support, and for taking the time to review your experience with us.

Rated 5 out of 5 stars

stocks and shares ISA

I've been with Beals wealth management for a year now and I'm very happy with the investment I've made through them. Chris Milczarek has been very helpful as an adviser as well.

November 17, 2025
Unprompted review
Beals Mortgage & Financial Services logo

Reply from Beals Mortgage & Financial Services

Hi Jamie, Thank you for your lovely review. Feedback like this means the world to us. Chris was delighted to hear you had such a great experience with us! We hope you have a great day! :)

Rated 5 out of 5 stars

Highly recommend

We've been using Tracey for over 20 years now, she always goes above and beyond, always so informative & efficient. Highly recommend.

January 17, 2025
Unprompted review
Beals Mortgage & Financial Services logo

Reply from Beals Mortgage & Financial Services

Hi Stacey, Thank you for being a valued client! We really appreciate your support, and for taking the time to review your experience with us.

Rated 5 out of 5 stars

Tracy Farrington was fantastic from…

Tracy Farrington was fantastic from start to finish, she explained everything clearly so we understood the process which made it very easy. We will definitely be recommending Tracy to family and friends and will be back when its time to renew our morgage.

October 10, 2025
Unprompted review
Beals Mortgage & Financial Services logo

Reply from Beals Mortgage & Financial Services

Hi Victoria, Thank you for your lovely review. Feedback like this means the world to us. Tracy was delighted to hear you had such a great experience with us! We hope you have a great day! :)

Rated 5 out of 5 stars

I have known Tim Meiris for a number of…

I have known Tim Meiris for a number of years. He is always extremely polite and professional. Nothing is ever too much trouble and he is always willing to help. Tim has gone above and beyond to get me the best deal for my mortgage and I couldn't be more grateful. Thank you so much

November 14, 2025
Unprompted review
Beals Mortgage & Financial Services logo

Reply from Beals Mortgage & Financial Services

Hi Hannah, Thank you for your lovely review. Feedback like this means the world to us. Tim was delighted to hear you had such a great experience with us! We hope you have a great day! :)

Rated 5 out of 5 stars

Tracy Farrington, great service

Tracy Farrington has provided me with an excellent service since I have been working woth her. I woukd highly recommend her.

October 15, 2025
Unprompted review
Beals Mortgage & Financial Services logo

Reply from Beals Mortgage & Financial Services

Hi Maxine, thank you ever so much for your lovely feedback. Tracy will be delighted to hear this! We hope you have a great day!

Rated 5 out of 5 stars

Highly recommend Tracy & the Beals team

Have dealt with Beals for a few years now & really pleased with their service. Tracy, who has worked with me on my mortgage, has always been very quick to respond & all with a friendly manner. Would definitely recommend Tracy & the Beals team in general

November 14, 2025
Unprompted review
Beals Mortgage & Financial Services logo

Reply from Beals Mortgage & Financial Services

Hi Lorraine, Thank you for your lovely review. Feedback like this means the world to us. Tracy was delighted to hear you had such a great experience with us! We hope you have a great day! :)

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