Beals Mortgage and Financial Services | Wealth Management | Whiteley, Fareham - Fareham

Angel B.

Olivia our mortgage advisor was a god send!!! I couldn’t recommend her enough! Her knowledge and professionalism was 100/10 and the loveliest person we have ever met! Will use her for the rest of our life!!! If you read this Olivia thank you for all your help it’s not been an easy process but you made it feel less stressful for us!!!!!

Emma S.

Olivia was absolutely amazing right from the start. She was incredibly friendly, helpful and was willing to help all hours of the day; she went above and beyond! Couldn't thank her enough for all her advice and for keeping me calm when things got confusing and stressful, she took a lot of the weight off my shoulders and got things done that I wouldn't even think of having to sort out on my own! Would recommend her to anyone if you want your purchase process to go more smoothly, especially as my fiance and I were first time buyers 🤗

Chane C.

🌟 Exceptional Advisor – Clare Goes Above and Beyond! 🌟

Clare has been an absolute rockstar in guiding me through mortgages, income protection, and critical illness coverage. Her expertise is unmatched—she breaks down complex financial concepts with clarity and patience, ensuring I fully understand every option available.

What truly sets Clare apart is her genuine care and compassion. She doesn’t just see clients as numbers; she takes the time to listen, understand individual needs, and tailor solutions that provide real peace of mind. Her dedication and professionalism are outstanding, making what could be a stressful process feel smooth and reassuring.

If you’re looking for an advisor who is knowledgeable, trustworthy, and deeply compassionate, Clare is the one. I couldn’t recommend her more highly—thank you for everything! 5 stars isn’t enough! ⭐⭐⭐⭐⭐

—An Incredibly Grateful Client

Owen A.

We were recommended Beals Mortgage & Financial Services. Mark Hurst was our mortgage advisor and we cannot recommend him enough, his knowledge, experience, skill and expertise within the financial world is outstanding. He made our first time getting a mortgage a breeze, I cannot fault the speed of the process and how quickly he responded to our questions. Mark took the time to sit down with us and go through the whole process with us and at the end of signing the contracts he took the time to explain everything. He answered every question we had and found the best mortgage to suit our needs. We would 100% recommend Mark Hurst and will continue to use his services.

Ella-Jay M.

Review for Mandy – Life Assurance.

Mandy is exceptional. Clear, knowledgeable, and genuinely focused on what’s best for you. She breaks down complex options into simple, honest advice with no pressure. Always responsive and easy to talk to. Life assurance felt effortless — thanks to her. Highly recommend.

Frances W.

My recent annual review was reassuring, particularly in view of the current market volatility. Paul Janes has done an excellent and conscientious job of managing my money since he took over as my financial advisor and my portfolio has performed well. I am often anxious about financial matters but Paul is patient and kind in answering my questions, and always explains things thoroughly in terms I understand. I trust him completely and always feel better after I’ve spoken to him. I also appreciated yesterday’s email from Beals to their customers about the present economic situation.

Rob B.

I recently worked with James Grant to transfer my pension to Quilter, and I couldn’t be happier with the service I received. James was highly professional, knowledgeable, and took the time to explain everything clearly, making the whole process smooth and straightforward. His expertise gave me confidence that I was making the right decision.

A big thank you also to Ellie, who handled the administration side of things efficiently and kept me updated throughout. Her attention to detail and responsiveness made a real difference.

Overall, a great experience, and I would happily recommend James and his team to anyone looking for financial advice.

W C.

Absolutely outstanding service as always! Christine visited us at home at a time that was convenient for us, walked us through all the paperwork, and made the process extremely easy. The result was a great deal and two very happy customers. Five glowing starts is well deserved!