Beals Mortgage & Financial Services Reviews 462

I have chosen Christine Poynter as my mortgage advisor and by far she has been the most helpful person that I ever met.
She has been amazing during the last few months.
Always available to answer all my questions and clarify what for me was outside my area of expertise.
In the end it's a debt that I will carry with me for life because you made my property purchase dream possible.
Thank you

I was lucky to come across Clare Cheesman whilst booking a viewing of a flat. My first flat had fallen through and the mortgage I had, didn't cover what I needed, which wasn't much, just a 1 bed flat. There were a few other issues involved and this was all discussed with Clare. She then was able to find me a mortgage I could afford and has been keeping an eye on my progress through the process. The whole business was made easier for me and I can't recommend them enough.

Excellent. Helped at every stage. Nothing was too much trouble. Would highly recommend

Olivia Rowell was the fairy godmother to our stressful house purchase! She made the process feel effortless and like we didn’t need to lift a finger! She is the reason we are still sane and stuck out our 9 month purchase! If you’re looking for someone to help, guide and make you feel heard Olivia is the person to go to! Thank you for all your hard work we will defiantly use you every time again without fail!

Our remortgage completed last week after Will Ashley arranged it for us back in April. Will's customer service is fantastic, and he ensured that we had the best mortgage product for our needs. He listened to what we needed, was supportive and nothing was too much trouble. This is our second time with Will and we'll be back......see you in 5 years.

We have an annual review with Paul Janes, who re-assures us of our investments and gives sound advice as to what steps to take in order to maximise our funds.

Charles Boyd made the interview relaxed and very informative.
We reviewed my account progress and I was impressed by the way it was presented to me.
The meeting was carried out in a relaxed but effective manner.

Christine Poynter provided exceptional service as my mortgage advisor. From the initial consultation through to the completion of the process, everything was handled with professionalism and efficiency. She was always prompt in responding to queries and took the time to clearly explain every step. Her guidance made the experience straightforward and stress-free. I would highly recommend her to anyone seeking expert mortgage advice.

The company are always honest and give me their opinions straight. They never prohibit me from anything I ask.

Very informative and honest answers. Felt very confident with information provided

Excellent service and excellent advice always

My advisor is Dean Fermie. Dean is great to work with. So personable and yet very knowledgeable too. He has really done wonders with my financial planning. I am very happy with the work we are doing and would definitely recommend him.

Beals have kept on top of my portfolio and always recommend the best changes if applicable. I have been more than happy with their services for many years. Chris is a real delight to deal with.

Great experience, Christine made the process seamless and was really helpful every step of the way.

Being a first time buyer, I wasn’t really sure of the purchase and mortgage process. Olivia Rowell from Beals Mortgage, from our first meeting until the process completion helped me day in day out and was really crisp and concise in her interactions with us.
Kudos to her.
I would really recommend Beals Mortgage and their services to all who are looking for their first home in the UK.

Beals managed my late father’s pension fund and a smaller investment fund. When my mother and father both passed away at the start of this year my brother and I were left with the task of dealing with their affairs. Luckily they were organised and we quickly identified the accounts with Beals. Dad’s financial advisor Alex took the headache from us dealing with the two companies involved for us, obtaining and helping us complete the relevant forms in regards to the estate.
Alex was very helpful, considerate and empathetic given our circumstances.

Neil Adams has advised me for over 25 years, his knowledge and experience have proved priceless over this period. My retirement plans would not look as good as they do without Neil. Neil is a genuine and authentic person who I trust completely. I do not make recommendations normally but Neil is without a doubt an expert who you can trust in every situation of financial planning, and a really nice guy.

Clare Cheeseman provided us with all the necessary information and advice throughout the process.

Clare Cheeseman, very knowledgeable in this field and I will recommend her to everyone.

Dean Fermie and Beals make financial management easy. Dean is practical, knowledgeable and able to explain financial issues in a way that make decisions easy. Highly recommended!

Clare Cheeseman has been helping me trace my workplace pensions, she has been very informative regarding what I can do with my pensions going forward and how I can plan for future retirement. Clare is really friendly and approachable and I felt at ease to ask any questions no matter how basic. I would highly recommend her services to anyone looking for help with their pensions.