"James Grant"

James Grant - Pension Advisor.

James is very attentive, knowledgeable, insightful and explains complex financial matters in relatively easy to understand terms.

James is always highly professional and very personable at the same time. I would have no hesitation in recommending him to others.

"Very good financial health check"

Today was our bi-annual financial health check but with some follow up items to discuss and agree. Session was comprehensive and our advisor, James Grant was thorough and gave us confidence we were doing all the right things across a number of planning fronts. We agreed further actions and how we will track their completion.
All in all a very good session and we look forward to another meeting later in the year.

"Highly Recommended for Mortgages!"

Beals really helped me out with my Mortgage, we are 1st time buyers and its all a bit of a minefield of where to start with them. The team were quick to help, answered all of my questions and gave me a better understanding of the options we had available to us. Very friendly and welcoming service. I would highly recommend this company if you're looking for Mortgage advice.

"An excellent all around experience dealing with my pension!"

My experience of Beals Financial Services has been great! I received a first class service when initially setting up my pension, which was thoroughly explained to my self and dealt with a high professionalism. I have continued to receive excellent service through reviews and refinement of my pension over the years from Chris Mills. I will be looking to Beals Financial Services for all my financial needs in the future.

"ISA Account"

I was looking to invest a bit into my future and didn't know where to start so I got in touch with an adviser at Beals by the name of Paul Janes. He took me through the process of setting up a ISA and took the time to make sure it was setup correctly and in the correct fund for my needs. I am very happy with the service I recicved and will be using Beals again in the future.

"Over 10 years service"

Ive been with Beals for over 10 years and would fully recommend them to anyone looking for financial advice. They have helped me make some very informed decisions regarding my finances with with a number of products including mortgages, pensions, isas and life insurance, sometimes with different advisers, but all very professional and helpful.