"Great customer experience with Beals"

Great customer experience with Beals Mortgage & Financial Services, especially with Lidia Hossel who led a very professional, flexible and patient approach to support and deliver the services towards my pension.

"Trevor Wallbridge"

Meeting with Trevor Wallbridge was very useful discussion on our views and needs. Helpful in understanding and adding information to help us move forward.

"Annual Pension Review"

The annual pension review with Trevor Wallbridge was excellent as ever, clear, honest and helpful advice.

"No fuss or drama, James delivers."

James responded to requests in a timely manner. He explained the process and answered our questions in an easy going, easy to understand manner, offering advice and alternative scenarios. Nothing is too much trouble. Definitely recommend him, he does exactly what was agreed, no fuss, no drama.

"Clare Cheeseman"

Clare Cheeseman is extremely knowledgeable and professional in giving advice on choosing the right mortgage product and finding the right lender to suit personal circumstances. She has been very efficient and has clearly communicated with me whilst helping with my pensions. I did not know much about my pensions other than I have paid into them over the years, Clare has put my mind at ease by tracking down all of my pensions for me. I would highly recommend Clare for all mortgage needs and pension tracking, thank you Clare.

"Trevor Wallbridge continues to give…"

Trevor Wallbridge continues to give sound advice and recommendations for future financial planning having gained a thorough understanding of my current financial position, and aspirations for the future.

"The company treats all its customers…"

The company treats all its customers equally no matter the size of the investment fund(s) they manage. Everyone is an individual person and that's what sets them apart from other Fund Management companies, I will not use anyone else as i know my fund portfolio is in a safe place in their hands.

"Trevor Wallbridge Senior Financial Planner "

Trevor Wallbridge has been our Financial Advisor for a good many years. He has always steered us in the right direction when planning our investments & pensions.
He is always available for advice when needed & we would highly recommend him.

"Neil has been exceptional"

Neil has been exceptional, offering detailed advice around the minefield of pension planning. They say you don't know what you don't know, but Neil makes you know and understand. I only wish I had found him earlier.

"amazing financial advisor at an amazing company"

i had my annual financial review with my advisor MR DANIEL PYLE. he has maintained an extremely high standard of explaining in an easy to understand method of how my investments through his recommendation have performed in the last year and answered all my questions in a clear and easy to understand way. Daniels advice and guidance has resulted in a growth in my investment that far exceeded my expectations. an amazing financial advisor at an amazing company. to use anywhere or anyone else is simply A NO BRAINER.