"Very professional service provided in…"

Very professional service provided in clear detail and tailored to my specific personal needs. Exactly what I need and want from my financial planner

"I have used Mark Hurst from Beals on a…"

I have used Mark Hurst from Beals on a few occasions organising mortgage deals, he is a top guy, very professional, very helpful and even more Knowledgeable. He makes the process very painless, i wouldn`t go anywhere else. Highly recommend.
Stuart + Louise

"Made mortgages stress free"

Never thought the house buying process could be made so easy! Hannah and Olivia supported us from first viewing right through to exchange. No question was too small and they went out of their way to find the best arrangement for us.

"Mark Hurst has been very helpful and…"

Mark Hurst has been very helpful and has taken the stress away from our life by making the process seamless. We have used Mark for over 15 years and would highly recommend.

"Great experience "

We have had a great experience with Christine all throughout our first few years as homeowners, she's always made the whole process very easy for us and communicated everything so clearly. Thank you for your help

"I have been with Christine for years"

I have been with Christine for years, she is great, very professional and quick to reply and help me. Would definitely recommend her to anyone.

"very good annual review with Daniel "

very good annual review with Daniel , it is always very detailed , concise and interesting. We had great advices a year back which has helped a lot so far. Truly recommended.

"Honest"

Honest. Knowledgeable. Friendly.

"Christine Poynter Beals Financial Services"

I have used Christine of Beals financial services for 10 years. She has always worked really hard to get the best mortgage deals for me. I have recommended Christine to my family and friends when they have been in need of a mortgage or general financial advice.

"Great work by James and Ellie"

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.