"Clare mortgage services "

I wanted to take a moment to share my experience working with Clare regarding our mortgage process. From start to finish, Clare has been nothing short of exceptional. Her professionalism and attention to detail have made what could have been a stressful experience incredibly smooth.

Clare was always available to answer our questions and provided clear, helpful guidance throughout each stage of the process. She took the time to understand our needs and tailored her advice to ensure we were making the best possible choices for our situation. I truly felt supported and well-informed every step of the way.

Her communication skills are top-notch—responsive, thorough, and always friendly. Clare went above and beyond to ensure we felt confident and at ease with the decisions we were making. It's clear that she cares deeply about her clients, and it made all the difference in what could have been a complicated journey.

I highly recommend Clare to anyone looking for mortgage advice or services.

"First Class Financial Service"

Our financial advisor James provided us excellent service extremely well supported by his assistant Ellie.
We could not have been more pleased with the advice and then the very efficient follow up service.

"We recently went through the life time…"

We recently went through the life time mortgage process with Beals MFS they were really helpful very professional and most of all considerate the process was a bit daunting at times But my Advisor Tracy Farrington was fantastic always polite and understandable made the process painless
I would highly recommend Beals Mortgage and Financial Services Ltd,

"We sold and purchased a new house with…"

We sold and purchased a new house with beals and decided to use Tim to help us with our mortgage process. Tim was excellent and I couldn’t recommend him enough. He answered any random questions I had at any time through out the process. He looked at all mortgage options for us and my partner is self employed so having an expert look at his accounts was a lot easier than trying to do it ourselves. We are very happy with the service we received and I would do it all again with Tim.

"Lidia is very knowledgeable and helpful…"

Lidia is very knowledgeable and helpful
She came out to visit us and meet face to face which made dealing with it all so much easier.
Both myself and my partner both find finances a very confusing subject and it's very reassuring to know Lidia is looking after us!

"Trevor Wallbridge"

It is always a pleasure to welcome Trevor into our home . He is very smart and polite . He is very professional and knowledgeable. He explains everything thoroughly and makes sure you understand before he moves on to the next subject . Nothing is too much trouble he will always help at any time

"A Personal Service "

Beals give you a personal service that's tailored to your needs. A friendly face to face meeting (if that's what you want) at a convenient time. Always looking to improve your financial health.

"I have used Paul Janes and the team at…"

I have used Paul Janes and the team at Beals Wealth Management for the past 2 years. They are always helpful and efficient and also very reassuring.

"Alex Hudson.."

Alex Hudson... best advisor I have dealt with, he will 100% look after you and support you on your journey to retirement. Highly recommended to friends and family.

"Annual review with Paul Janes."

I had my annual review with Paul Janes last week, his knowledge, experience and helpfulness has been much appreciated over the many years I have had the pleasure to deal with Paul.
Beals Wealth management has a long standing history in the financial business and I can thoroughly recommend them and their services provided, especially Paul.
Thanks for all your help Paul.