Beals Mortgage & Financial Services Reviews 

Tim was extremely helpful dealing with a complex application.

Service was excellent and pain free. Would recommend to others

Couldn't recommend enough, Christine Poynter has always had our best Interests in mind and found the right product for us at the right time, depending on if we were moving or re mortgaging. Christine even managed to find us a great deal on life insurance.

I trust the advice given and the simple process when needed. Gary Jackson

Clare has been a vital part of my mortgage journey. Not only did she secure some of the best offers from lenders, but she also provided clear, practical advice that helped me make a confident and informed decision.

Whenever I needed guidance, Clare was always available and quick to respond. She is incredibly friendly, approachable, and highly professional throughout.

If you’re looking for a reliable mortgage advisor, I highly recommend asking for Clare!

My experience of Chris at Beals has always been informative, professional and helpful.

Excellent service as always by Beals Wealth Management and I am made to feel part of a family rather than just a customer
James always explains everything in a clear and concise manner and I would no hesitation in recommending him .

As always since meeting Trevor Wallbridge in 2015. I have to say it has been so reassuring to know you have our back financially we are completely stress- free and relaxed that our financial future is with Trevor
Many thanks Keith and Angela

Christine just makes everything so seamless and constant communication is what you want during these transactions and even on Sunday evenings and her days off she will always respond. 2nd time using Christine and will always recommend everyone to her. I work with a former mortgage advisor and he has overseen all we have discussed and he is seriously impressed with everything. Thank you Christine!

Christine has been our mortgage advisor for years. She’s fabulous, kind, patient and always finds great deals!

I would totally recommend Beals Wealth Management, my financial adviser Mark Hurst has looked after my investments for many years and has done a great job, he's always polite and very professional, I feel my investments are in safe hands,

James was really informative helpful and attentive with my financial enquiry

I have had Neil Adams as an advisor for many many years and I have always had an exemplary service from him. He has advised me on my many and varied pensions over the long years of the relationship and he has coped with my frequent job changes! I am about to retire now and he quickly responded to my request for advice as the timescale was very short to get things done for this Tax year - highly recommended

This is the second time I have obtained a Mortgage with Accord Mortgages and using the services of Olivia Rowell.
I have nothing but praise due to the fantastic service I received.
Clear and concise communication friendly and professional.
Nothing was too much trouble,
Honest genuine advice
I would not hesitate to contact Olivia again and would recommend her to Family , friends and colleagues

I’d like to highlight the excellent service I received from Gary Jackson at Beals Mortgage and Financial Services. Gary has been consistently reliable, straightforward, and professional throughout the entire process.
This wasn’t a simple transaction, and there were several complications along the way, but Gary remained calm, focused, and solution‑driven. He took the time to explain everything clearly, kept me updated at each stage, and made sure I understood all the options available. His communication was efficient, his advice was sound, and he always acted with my best interests in mind.
What I appreciated most was that Gary doesn’t deal in fluff — he’s practical, honest, and gets things done. In a process that can easily become overwhelming, having someone who knows the industry inside out and handles issues without fuss made a huge difference.
I’d happily recommend Gary to anyone who needs solid mortgage advice and wants someone who genuinely knows their craft.

Dan explains everything very clearly and is patient if you need him to go over some details.
He is very easy to talk to and feel very comfortable with him helping me

Olivia is an excellent mortgage broker. We felt absolutely no stress whatsoever when applying for our mortgage. She was extremely responsive to our queries, even at late hours, on weekends, and during her holidays. On multiple occasions when the sale collapsed, Olivia reapplied for our mortgage on our behalf without any extra fees, exactly as promised, and with the same level of care and diligence as the very first application. Highly recommended.

Very helpful friendly and keeps it straight forward

Change of advisor and Dominic Higham explained quite a lot of detail regarding options

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 ⭐️⭐️⭐️⭐️