"Superlative Service"

James Grant of Beals has given me sound financial advice over a number of years - through good times, global downturns, Covid and now Trump! Whatever the vagaries of the markets, the service has been superlative, the advice sound and his professionalism second to none.

"Solid investment advice from Quilter / James Grant"

I transferred my investment portfolio to Beals a year ago following very poor service from a competitor. James Grant of Beals has at all times acted both in a highly professional (but nonetheless friendly manner) and the investment advice thus far and recently completed annual review have been very well received. In addition portfolio returns have considerably improved over 2024 in James's and Quilter's hands, so I would have no hesitation in recommending James Grant as an excellent investment advisor.

"Many thanks "

Christine Poynter made my remortgage experience a smooth one! She went above and beyond to help me. I felt that no question was to silly. It was a very upsetting situation for me, but I was supported throughout.
Many thanks

"First time buyers - Clare helped every step of the way!"

My partner and I are first time buyers - when we started this process we hadn't a clue of where to begin. We met with Clare from the Southsea branch and she walked us through every step of the process, from mortgage principles, illustrations etc. We had all the silly questions in the book, but Clare took the time to explain everything to us and walk us through the process. We honestly couldn't have done this without her! We highly recommend Clare to any first time buyer, or anyone looking to secure mortgage!

"Great Advice"

Trevor Wallbridge has been dealing with our finances for a number of years. He is very professional polite and good to chat with on all levels. It is dealing with Trevor that makes dealing with our finances a pleasurable experience

"Trevor Wallbridge Beals Financail Services"

Have been useing Beals Financial Services for a number of years.
My advisor has been Trevor Wallbridge who has taken great care in advising me.
His advice has been given even when the stock market
takes a blip, he has been very reassuring.
Thanks to all at Beals..

"Trevor Wallbridge always goes the extra…"

Trevor Wallbridge always goes the extra mile and looks out for the interests of his client. Give honest goid advice and is always polite and courteous.

"Annual Review with James Black"

I have been working with James Black for a number of years now following his support consolidating a number of work pension schemes when I retired. The annual review provides a valuable opportunity for us to review the performance of the pension investment over the past year and my overall financial poison to prepare for the next year. James is always constructive and responsive to questions and concerns.

"Charles gave excellent advise and…"

Charles gave excellent advise and explanations to all my queries in an easy to understand methodical manner. His advise through his knowledge helped to put to my mind at ease and helped me greatly to understand my route forward.

"A very helpful and timely discussion"

A very helpful, open, and timely discussion on a number of key issues regarding my pension situation, as well as relevant advice on realistic options under the current circumstances of national and international political and economic volatility.