"Effective and efficient "

Charles dealt with the business at hand effectively and efficiently. He is knowledgeable and explains complex scenarios well.

"Excellent: professional and swift"

Excellent professional advice and research from Christine Poynter with my remortgage. Impeccable and swift processing and has kept me posted at every step of the way.
I would highly recommend Christine and will use her again for future financial decisions I need to make

"Excellent service as always."

Excellent service as always.
Trevor Wallbridge has been a trusted advisor for over 10 years now and I feel very safe and content with him onboard looking after my pension interests.

"Angie Cosh is is a true professional"

Angie Cosh is so knowledgeable and helpful. She makes every mortgage renewal stress free. I know that she does far more than I suspect she has to just to make sure that we as a customers always feels taken care of. Angie could not provide a better service and I would and have recommended her and by association Beals as well to many of my colleagues and friends.

"Clare’s been amazing"

Clare’s been amazing, highly recommended. Very helpful with everything she has done.
Only a phone call or an email away from answering.

"Trevor Wallbridge "

Trevor Wallbridge as always set everything up and took away any stress excellent financial advice cannot fault him at all brilliant over 20 years

"Angie has always been and always will…"

Angie has always been and always will be our most trusted advisor. She delivers a very personalised experience, we rate her very much !!

"Outstanding financial advisor"

We are very grateful for the outstanding service provided by our financial advisor, Lidia Hossell. Lidia continues to do a sterling job looking after our investments, always demonstrating a high level of professionalism and expertise. Lidia is incredibly conscientious and truly goes above and beyond to meet our goals.
What stands out the most is her approachability and willingness to engage in thorough discussions, providing clarity and answers to all our questions and offers thoughtful, well-reasoned advice. If you're looking for a financial advisor who is knowledgeable, patient, and genuinely committed to your financial success, I can't recommend Lidia Hossell enough.

"Very helpful"

Olivia from the Southampton branch was nothing but helpful and informative right from the beginning, as I was a first time buyer I had several questions and she helped answer any and all of them!

"Beals Annual review and advice "

I have used Beals for many years, Chris Milczarek has looked after my pension for a few years now and is helpful friendly and offers good factual advice.
My annual review was carried out by phone as I requested and my information pack emailed also.
Great service from the administration team too.