"Very good service, thanks a lot."

Had the pleasure of Christine Poynter arranging my mortgage. Very approachable answering any queries I had and always got back to me very quickly.

"Great annual review"

Great annual review with excellent advice given. It leaves me feeling confident my investments are being looked after.

"Helpful advise"

Mark Hurst from Beals Mortgage & Financial Services has looked after our mortgage and health insurance for quite a few years now and has been nothing but knowledgeable, professional and always on hand to help or advise.

"Mark Hurst for the win"

Mark has helped me sort various financial queries over the years including sorting 2 mortgages and has always been happy to help. He is very vigilant, goes above and beyond to help in any way he can, has spent many a long minute listening as i bounce ideas off of him, he is always on the other end of the phone and happy to talk things through. Nothing but praise for Mark!

"Solid recommendation and advice"

Solid recommendation and advice, proactive service, really cannot fault. I would highly recommend anyone looking for sentient advice on wealth management to reach out to these guys. I am certainly thankful I did.

"My experience with them was 5 years ago…"

My experience with them was 5 years ago when their mortgage and protection adviser Tim help me to get the best deal with mortgage . He is very professional and well knowledgeable person . He explained me everything well and help me to get the lowest interest rate of the mortgage . Tim is the best mortgage adviser I I ever had . I recently done re mortgage and of course Tim was the person helping me and done well again . Thank you to Beaks for having great mortgage adviser like Tim .

"Tim was just amazing! "

Tim was just amazing, made getting my first mortgage so so seamless and felt like I didn't need to do anything, he was in control at all times. More than willing to help no matter what day of the week! Felt like he was putting me first in all situations. Thanks Tim!

"Dean is a great advisor he has helped…"

Dean is a great advisor he has helped me a lot with my finances. He has great knowledge of the business and he always explains everything in term I can understand

"Good solid financial advice "

I had a very Professional and polite experience with Lidia Hossell my Financial Planner for my Pension The detailed and clearly explained advice she gave me was very reassuring on the way to go with my Pension Couldn’t rate her highly enough for any advice Lidia gives you

"Annual Review "

Great review all information at my finger tips My advisor Trevor Wallbridge was as always very helpful and informative and gives great advise and support.