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
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"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
Head Office, Unit 1, Fulcrum 2, Solent Way, Whiteley, Fareham, Hampshire, PO15 7FN, Fareham, United Kingdom
Had my first annual review with Trevor Wallbridge yesterday. Everything was explained very clearly and Trevor gave such good and helpful advice.

Reply from Beals Mortgage & Financial Services
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.

Reply from Beals Mortgage & Financial Services
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.

Reply from Beals Mortgage & Financial Services
Excellent service from Tracy.
A pleasure to deal with and would highly recommend.

Reply from Beals Mortgage & Financial Services
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

Reply from Beals Mortgage & Financial Services
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

Reply from Beals Mortgage & Financial Services
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.

Reply from Beals Mortgage & Financial Services
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.

Reply from Beals Mortgage & Financial Services
We discussed all my financial matters not just my pension

Reply from Beals Mortgage & Financial Services
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

Reply from Beals Mortgage & Financial Services
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

Reply from Beals Mortgage & Financial Services
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.

Reply from Beals Mortgage & Financial Services
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!

Reply from Beals Mortgage & Financial Services
Tracy was brilliant from start to finish. She was incredibly helpful throughout the entire process. Would definitely use her again!

Reply from Beals Mortgage & Financial Services
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.

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

Reply from Beals Mortgage & Financial Services
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.

Reply from Beals Mortgage & Financial Services
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

Reply from Beals Mortgage & Financial Services
Tracy Farrington has provided me with an excellent service since I have been working woth her. I woukd highly recommend her.

Reply from Beals Mortgage & Financial Services
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

Reply from Beals Mortgage & Financial Services
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