Beals Mortgage & Financial Services Reviews 462

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 advisor
  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

462 reviews

5-star
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1-star

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Rated 5 out of 5 stars

I would give Clare Cheeseman more than 5 star if I could.

I’m very impressed with the services I received. I and my husband were looking for a house and Clare Cheeseman made this experience worthwhile with getting us the best mortgage deal and would follow up if there is a rate drop to change to lower interest rate.
I took us nearly two years as the first property fell through and Clare was there every step of the way, following up on our progress and acts really quickly, helped us close a good rate at last minute as well.
So grateful that we finally got our keys today.

12 September 2025
Unprompted review
Beals Mortgage & Financial Services logo

Reply from Beals Mortgage & Financial Services

Hi, Thank you again for choosing us for your mortgage needs! We really appreciate your support, taking the time to review your experience with our fantastic adviser Clare, and are glad you had a great experience with us. We hope to work with you again in the future.

Rated 5 out of 5 stars

Excellent Service with Care and Attention

Christine is a superb adviser who takes the time to understand her clients' needs and concerns. After expressing my desire to consolidate my arrangements in the medium term, Christine expertly worked on a range of options, clearly explaining all considerations and most importantly offering a potential plan for the future. I cannot recommend Christine highly enough.

8 September 2025
Unprompted review
Beals Mortgage & Financial Services logo

Reply from Beals Mortgage & Financial Services

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

Rated 5 out of 5 stars

Annual Pension Review

Always, good, fair advice.

15 August 2025
Unprompted review
Beals Mortgage & Financial Services logo

Reply from Beals Mortgage & Financial Services

Hi Paul, 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

Perfect advice on Morgages

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 Adviser is absolutely amazing!! She is super friendly and reliable, always there at the end of the phone with a really helpful and informative outlook when searching for our next mortgage deal! She’s super quick with replying to emails and answers anything even if they may feel stupid. I feel like I’m taking to a good friend! I won’t look anywhere else for a Morgage advice, I highly recommend Christine!

9 September 2025
Unprompted review
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Reply from Beals Mortgage & Financial Services

Thank you, Edward, 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

Tim Meiris has been simply amazing and…

Tim Meiris has been simply amazing and I'm not just saying that. Through the whole process Tim has been extremely patient and knowledgeable in getting us our mortgage. From the first telephone conversation we had, I knew we were in good hands, Tim gave me the confidence before we even met him. Having a mortgage advisor that we could see and speak to so easily has been invaluable. No question has been to small or too 'silly' . This was a brand new process for us buying our first home and I genuinely don't think it would have been possible, or as easy as Tim made it for us. If you're in doubt about which mortgage advisor to use.... look no further than Tim. Thank you so very much!

9 September 2025
Unprompted review
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Reply from Beals Mortgage & Financial Services

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

Rated 5 out of 5 stars

Couldn’t imagine facing the…

Couldn’t imagine facing the remortgaging without Christine Poynter she is super efficient and knowledgeable in her field of expertise. Making what could be an overwhelming and daunting process feel a lot more straightforward. Thank you so much for your help and support!

9 September 2025
Unprompted review
Beals Mortgage & Financial Services logo

Reply from Beals Mortgage & Financial Services

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

Rated 5 out of 5 stars

Olivia is the best Financial advisor I…

Olivia is the best Financial advisor I have worked with! She is professional, reliable and answers your questions without delays! I can't recommend her enough!

1 August 2025
Unprompted review
Beals Mortgage & Financial Services logo

Reply from Beals Mortgage & Financial Services

Hi Huma, Thank you for being a valued client! We really appreciate your support, and for taking the time to review your experience with Olivia. We hope to hear from you soon!

Rated 5 out of 5 stars

Great experience

It has been really valuable having James Grant as my financial advisor - he is so knowledgeable and gives excellent advice on things needed. He is always very helpful and explains things as needed.

30 July 2025
Unprompted review
Beals Mortgage & Financial Services logo

Reply from Beals Mortgage & Financial Services

Hi Beth, Thank you for taking the time to leave us a review! We really appreciate your support and are glad you had a great experience with our adviser James.

Rated 5 out of 5 stars

Tim Meiris is one of the best!

Tim Meiris was amazing with getting our initial mortgage and again recently when we remortgaged. He was very professional and handled our mortgages very well. He kept in contact with us every step of the way and managed to secure us some really good deals! We will continue to use Tim every time we need to renew our mortgage! We definitely recommend his services!

1 September 2025
Unprompted review
Beals Mortgage & Financial Services logo

Reply from Beals Mortgage & Financial Services

Hi, thank you for reviewing your experience at Beals Mortgage and Financial Services! Tim 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

Outstanding Service from Tim

We can't recommend Tim enough. He was an absolute star throughout our entire mortgage process, and we are so grateful for all of his support and expertise.
​As first-time buyers, we had a lot of questions, but Tim was incredibly patient and took the time to explain everything clearly, making a potentially stressful experience feel smooth and straightforward. He was always quick to respond and went above and beyond to make sure we were comfortable and well-informed at every step.
​Thanks to Tim, we collected the keys to our new home today! We are so excited, and it wouldn't have been possible without his hard work and dedication. If you're looking for a mortgage adviser who is professional, knowledgeable, and genuinely cares about his clients, look no further than Tim.

4 September 2025
Unprompted review
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Reply from Beals Mortgage & Financial Services

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

Rated 5 out of 5 stars

It is always a personal experience to…

It is always a personal experience to deal with Beals Services; you get a preliminary phone call even to plan the meeting and the annual review is also a personal phone call. You are dealt with as a personal client.

7 August 2025
Unprompted review
Beals Mortgage & Financial Services logo

Reply from Beals Mortgage & Financial Services

Hi, 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

Extremely happy customer

I had claire cheesman for my financial person while purchasing a property. My first time and she was absolutely amazing..made me feel comfortable, at ease at all times and she couldn't have done more for me. She was more than happy to help with any questions I had, helping me along the way of what is a quite stressful journey. Always making me feel I could contact her with even the small things, questions and alike. Honestly couldn't have had anyone better. Would fully recommend her to anyone

15 August 2025
Unprompted review
Beals Mortgage & Financial Services logo

Reply from Beals Mortgage & Financial Services

Thank you, Georgina, for reviewing your experience at Beals Mortgage and Financial Services! Clare 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

Mandy Puntis is simply wonderful

Mandy Puntis is simply wonderful! Excellent and clear communication. Nothing is a problem and was always on hand and replied promptly.
Thank you Mandy. You certainly made a stressful time alot calmer for us. Appreciate everything you do.
Bryan and Neil

23 July 2025
Unprompted review
Beals Mortgage & Financial Services logo

Reply from Beals Mortgage & Financial Services

Hi Bryan, Thank you again for choosing us! We really appreciate your support, taking the time to review your experience with our fantastic adviser Mandy, and are glad you had a great experience with us. We hope to work with with again in the future.

Rated 5 out of 5 stars

Great service from Beals!

We are really happy with our Financial Advisor, James Grant. He is always very friendly, easy to talk to and very efficient and knowledgable regarding Financial Matters.

30 July 2025
Unprompted review
Beals Mortgage & Financial Services logo

Reply from Beals Mortgage & Financial Services

Hi Julie, Thank you for being a valued client! We really appreciate your support, and for taking the time to review your experience with James. Have a great day!

Rated 5 out of 5 stars

Daniel Pyle has been very professional…

Daniel Pyle has been very professional in the interactions had between myself and my Partner, giving us the reassurance that we are dealing with the right expertise with regards to Daniel and the guidance and sound advice on offer from him.

12 August 2025
Unprompted review
Beals Mortgage & Financial Services logo

Reply from Beals Mortgage & Financial Services

Thank you, Steve, for reviewing your experience at Beals Mortgage and Financial Services! Dan 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

Daniel is prepared to answer questions…

Daniel is prepared to answer questions and explain options - easy to understand and doesnt baffle with jargon.

19 August 2025
Unprompted review
Beals Mortgage & Financial Services logo

Reply from Beals Mortgage & Financial Services

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

Rated 5 out of 5 stars

I can’t recommend Christine highly…

I can’t recommend Christine highly enough. From the very beginning, she went above and beyond to find the best mortgage solution tailored specifically to my needs. What really stood out was her dedication — she took the time to explain every step, answered all my never-ending questions with patience, and offered honest, expert guidance throughout the entire process.
It’s clear she genuinely cares about her clients and wants the best outcome for them. Thanks to her support, what could have been a stressful experience felt manageable. If you're looking for someone who’s knowledgeable, reliable, and truly on your side, look no further. She's absolutely outstanding.
Will definitely be recommending her to friends and family.

25 July 2025
Unprompted review
Beals Mortgage & Financial Services logo

Reply from Beals Mortgage & Financial Services

Hi Kate, thank you ever so much for your lovely review. Feedback like this means the world to us. Christine will be delighted to hear this. Our staff are handpicked for their customer service, professionalism, and knowledge. We hope you have a great day!

Rated 5 out of 5 stars

Mortgage review

I’ve dealt with mark hurst over many years, from word and mouth from a previous work colleague Lucie Cork, but more frequently when he arranged my mortgage in 2018
This is now my 3rd re newal mortgage with mark and the professionalism, friendliness, honesty and efficiency is still the same as when I 1st met him
I have just completed a new 2 yr deal which was less than I was expecting as he looks for the best deals, which is always a plus and due to the economic climate I was happy with this as did not want to commit to a five yr one
There this also other financial assistance Mark can give which also proves worthwhile keeping your financial info under one roof, ie contents and Building insurance, which is an area I will be reviewing shortly with him
What you see is what you get and I personally like that 👍

30 June 2025
Unprompted review
Beals Mortgage & Financial Services logo

Reply from Beals Mortgage & Financial Services

Thank you, Richard, for reviewing your experience at Beals Mortgage and Financial Services! Mark 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

Good service

Good service

7 August 2025
Unprompted review
Beals Mortgage & Financial Services logo

Reply from Beals Mortgage & Financial Services

Hi David, thank you ever so much for your lovely feedback. We hope you have a great day!

Rated 5 out of 5 stars

Beals financial and mortgage services review

Christine from Beals mortgage services made our application very easy by helping us step by step through some of the paperwork that we where unsure of what was required. This took a lot of pressure of us.She also found us a product that fitted our requirements.

1 May 2025
Unprompted review
Beals Mortgage & Financial Services logo

Reply from Beals Mortgage & Financial Services

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

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