Beals Mortgage & Financial Services Reviews 

517
TrustScore 5 out of 5

5.0

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Review summary

Created with AI, based on recent reviews

Evaluating 195 reviews, reviewers overwhelmingly had a great experience with this company. Customers consistently praise the staff for being exceptionally helpful, professional, and knowledgeable, making complex mortgage and pension processes feel much easier to manage. Reviewers often note that advisors take extra time to understand personal situations, offering tailored solutions without any pressure. People truly appreciate the clear, concise communication and straightforward guidance provided at every single stage, which helps take all the pressure off. Consumers also note the prompt response times, friendly approach, and efficient support that ensures everyone feels fully informed and confident in their financial choices.

What people talk about most

Staff

Customers consistently note positive experiences with staff, highlighting helpfulness, professionalism, and... See more

Service

Customers had positive experiences with service, noting that advisors consistently provided professional and... See more

Customer service

Consumers find customer service to be positive, highlighting professional, caring, and extremely patient... See more

User experience

Reviewers mention positive feedback about user experience, noting that processes are made incredibly easy,... See more

Response time

People report high satisfaction with response times and constant communication throughout their transactions.... See more

Reviews shaping this summary

Rated 5 out of 5 stars

Christine from start to finish was superb, helping my wife and me at every stage! Christine was in contact regularly giving us updates on the process and where we stood in the timeline. Would... See more

Company replied

Rated 5 out of 5 stars

Holly at Beals finances was an absolute pleasure to deal with. Her advise, support and endless patience with all my questions about investment ISA's, made such a difference. This company have put my... See more

Company replied

Rated 5 out of 5 stars

We had excellent help from Christine Poynter when we recently renewed our mortgage. We would highly recommend her. She was extremely helpful at guiding us through the process enabling us to get the be... See more

Company replied

Rated 5 out of 5 stars

Tracy helped my partner and I find a great mortgage, and was so clear about explaining everything at each step of the way. Would thoroughly recommend them, for anyone looking to do things without the... See more

Company replied


Company details

  1. Financial Planner
  2. Financial Consultant
  3. Home Insurance Agency
  4. Income Protection Insurance Company
  5. Insurance Broker
  6. Investment Service

Written by the company

"Looking for a Financial Adviser Near You? Beal’s Wealth Management is based in Hampshire, covering the whole of the UK, and has been celebrating 29 years of excellence in financial services. As a top firm in the Quilter Financial Planning Network, we offer personalised advice on a range of services, including pensions, whole of market mortgages, savings, investments, and more. Our commitment is to understand your personal situation and financial needs. Whether you prefer face-to-face meetings with a local adviser, or the flexibility of Zoom and telephone consultations, we provide expert advice wherever you are. Approver Quilter Financial Services Ltd January 2026


Contact info

5.0

Excellent

TrustScore 5 out of 5

517 reviews

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Asks customers to review

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5.0

All reviews

(517)

191 reviews in the last 12 months

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Companies on Trustpilot aren't allowed to offer incentives or pay to hide reviews. Reviews are the opinions of individual users and not of Trustpilot. Read more

Rated 5 out of 5 stars

Pension advice

I am sure the level of support and attention to detail provided by my Beal's financial planner Trevor Wallbridge is second to none.
Since moving my private pension across to Beals it has taken off.

20 November 2025
Unprompted review
Beals Mortgage & Financial Services logo

Reply from Beals Mortgage & Financial Services

Thank you, John, for reviewing your experience at Beals Mortgage and Financial Services! Trevor will be overjoyed to hear your positive feedback :) Our staff are handpicked for their customer service, professionalism, and knowledge. We hope you have a great day.

Rated 5 out of 5 stars

Excellent service from Tracy.

Excellent service from Tracy.
A pleasure to deal with and would highly recommend.

6 November 2025
Unprompted review
Beals Mortgage & Financial Services logo

Reply from Beals Mortgage & Financial Services

Hi Lee, thank you ever so much for your lovely feedback. Tracy will be delighted to hear this! We hope you have a great day!

Rated 5 out of 5 stars

Massive thanks to Tracy for her…

Massive thanks to Tracy for her impeccable service helping with my mortgage and life insurance needs. Much appreciated and will be highly recommending amongst family and friends

3 November 2025
Unprompted review
Beals Mortgage & Financial Services logo

Reply from Beals Mortgage & Financial Services

Hi Sam, Thank you for your lovely review. Feedback like this means the world to us. Tracy was delighted to hear you had such a great experience with us! We hope you have a great day! :)

Rated 5 out of 5 stars

Highly recommend

Tracy has been amazing from the beginning so helpful and informative through the whole process. Always kept us up to date throughout the mortgage journey. Thank you so much

21 November 2025
Unprompted review
Beals Mortgage & Financial Services logo

Reply from Beals Mortgage & Financial Services

Hi Helen, thank you for reviewing your experience with Beals Wealth Management. Feedback like this means the world to us. Tracy will be overjoyed to hear your positive feedback. Have a good day, we hope to hear from you soon!

Rated 5 out of 5 stars

Happy to help

I’ve been dealing with Tracy recently and she has been a huge help to me. Always goes the extra mile to answer any questions I have and make sure they’re explained properly for me.

13 November 2025
Unprompted review
Beals Mortgage & Financial Services logo

Reply from Beals Mortgage & Financial Services

Hi Kaya, thank you ever so much for your lovely feedback. Tracy will be delighted to hear this. We hope you have a great day!

Rated 5 out of 5 stars

Tracy helped my partner and I find a…

Tracy helped my partner and I find a great mortgage, and was so clear about explaining everything at each step of the way. Would thoroughly recommend them, for anyone looking to do things without the least amount of stress and hassle. Delightful service, would recommend using them, fees more than fair for the weight removed with their assistance.

15 September 2025
Unprompted review
Beals Mortgage & Financial Services logo

Reply from Beals Mortgage & Financial Services

Hi Martin, Thank you for your lovely review. Feedback like this means the world to us. Tracy was delighted to hear you had such a great experience with us! We hope you have a great day! :)

Rated 5 out of 5 stars

Paul Janes Progress Check

We discussed all my financial matters not just my pension

17 November 2025
Unprompted review
Beals Mortgage & Financial Services logo

Reply from Beals Mortgage & Financial Services

Hi Chris, thank you ever so much for your lovely feedback. Paul will be delighted to hear this! We hope you have a great day!

Rated 5 out of 5 stars

Trevor Wallbridge

We would just like to thank Trevor Wallbridge for his friendly but professional manner in which he has supported us in the many financial deals over the years. Most of all for his solid and experienced advice on our pensions. We both truly thank you from the bottom of our hearts.
Monique and Robert Wiggins

30 October 2025
Unprompted review
Beals Mortgage & Financial Services logo

Reply from Beals Mortgage & Financial Services

Hi, Thank you for your lovely review. Feedback like this means the world to us. Trevor was delighted to hear you had such a great experience with us! We hope you have a great day! :)

Rated 5 out of 5 stars

I would like to say my experience with…

I would like to say my experience with beaks/ quilter has been nothing but brilliant especially the work done by Trevor to make my pension a worthy anount ,always a pleasures to hear from Trevor can’t thank him enough for all he has done

19 November 2025
Unprompted review
Beals Mortgage & Financial Services logo

Reply from Beals Mortgage & Financial Services

Hi Darren, Thank you for your lovely review. Feedback like this means the world to us. Trevor was delighted to hear you had such a great experience with us! We hope you have a great day! :)

Rated 5 out of 5 stars

I’ve used Christine for a number of…

I’ve used Christine for a number of years now to sort my mortgages and she’s always been extremely helpful. Great advice, great service, and very professional. I’d strongly recommend anyone to use her services.

21 October 2025
Unprompted review
Beals Mortgage & Financial Services logo

Reply from Beals Mortgage & Financial Services

Thank you, Matthew, for reviewing your experience at Beals Mortgage and Financial Services! Christine will be overjoyed to hear your positive feedback :) Our staff are handpicked for their customer service, professionalism, and knowledge. We hope you have a great day.

Rated 5 out of 5 stars

Our adviser Christine Poynter was very…

Our adviser Christine Poynter was very friendly and professional I immediately felt at ease and less stressed about the mortgage process. No question was too silly and she always kept us up to date with the application process along the way. We will definitely be coming back to Christine for our renewal!! Perfect service!

10 November 2025
Unprompted review
Beals Mortgage & Financial Services logo

Reply from Beals Mortgage & Financial Services

Hi Hannah, Thank you for taking the time to review Beals Mortgage & Financial Services. Christine was so glad she was able to provide you a great experience. Our staff are handpicked for their customer service, professionalism, and knowledge. We hope to hear from you soon. Have a great day!

Rated 5 out of 5 stars

Tracy was brilliant from start to…

Tracy was brilliant from start to finish. She was incredibly helpful throughout the entire process. Would definitely use her again!

11 August 2025
Unprompted review
Beals Mortgage & Financial Services logo

Reply from Beals Mortgage & Financial Services

Hi Becki, Thank you for being a valued client! We really appreciate your support, and for taking the time to review your experience with us.

Rated 5 out of 5 stars

stocks and shares ISA

I've been with Beals wealth management for a year now and I'm very happy with the investment I've made through them. Chris Milczarek has been very helpful as an adviser as well.

17 November 2025
Unprompted review
Beals Mortgage & Financial Services logo

Reply from Beals Mortgage & Financial Services

Hi Jamie, Thank you for your lovely review. Feedback like this means the world to us. Chris was delighted to hear you had such a great experience with us! We hope you have a great day! :)

Rated 5 out of 5 stars

Highly recommend

We've been using Tracey for over 20 years now, she always goes above and beyond, always so informative & efficient. Highly recommend.

17 January 2025
Unprompted review
Beals Mortgage & Financial Services logo

Reply from Beals Mortgage & Financial Services

Hi Stacey, Thank you for being a valued client! We really appreciate your support, and for taking the time to review your experience with us.

Rated 5 out of 5 stars

Tracy Farrington was fantastic from…

Tracy Farrington was fantastic from start to finish, she explained everything clearly so we understood the process which made it very easy. We will definitely be recommending Tracy to family and friends and will be back when its time to renew our morgage.

10 October 2025
Unprompted review
Beals Mortgage & Financial Services logo

Reply from Beals Mortgage & Financial Services

Hi Victoria, Thank you for your lovely review. Feedback like this means the world to us. Tracy was delighted to hear you had such a great experience with us! We hope you have a great day! :)

Rated 5 out of 5 stars

I have known Tim Meiris for a number of…

I have known Tim Meiris for a number of years. He is always extremely polite and professional. Nothing is ever too much trouble and he is always willing to help. Tim has gone above and beyond to get me the best deal for my mortgage and I couldn't be more grateful. Thank you so much

14 November 2025
Unprompted review
Beals Mortgage & Financial Services logo

Reply from Beals Mortgage & Financial Services

Hi Hannah, Thank you for your lovely review. Feedback like this means the world to us. Tim was delighted to hear you had such a great experience with us! We hope you have a great day! :)

Rated 5 out of 5 stars

Highly recommend Tracy & the Beals team

Have dealt with Beals for a few years now & really pleased with their service. Tracy, who has worked with me on my mortgage, has always been very quick to respond & all with a friendly manner. Would definitely recommend Tracy & the Beals team in general

14 November 2025
Unprompted review
Beals Mortgage & Financial Services logo

Reply from Beals Mortgage & Financial Services

Hi Lorraine, Thank you for your lovely review. Feedback like this means the world to us. Tracy was delighted to hear you had such a great experience with us! We hope you have a great day! :)

Rated 5 out of 5 stars

Top quality service

Over many years Tracy has been my go to for all my mortgage requirements. As always a high standard professional service is given and always makes my life that bit easier.

14 November 2025
Unprompted review
Beals Mortgage & Financial Services logo

Reply from Beals Mortgage & Financial Services

Hi, Thank you for being a valued client! We really appreciate your support, and for taking the time to review your experience with us.

Rated 5 out of 5 stars

Tracy Farrington

Tracy Farrington has been assisting me with mortgages for a while now and her service is second to none on each occasion. Tracy offers full transparency and with being able to search a wider market you can trust a best mortgage deal is always sourced for you.

12 September 2025
Unprompted review
Beals Mortgage & Financial Services logo

Reply from Beals Mortgage & Financial Services

Hi Natalia, thank you for reviewing your experience with Beals Wealth Management. Feedback like this means the world to us. Tracy will be overjoyed to hear your positive feedback. Have a good day, we hope to hear from you soon!

Rated 5 out of 5 stars

Very helpful and would definitely recommend!

We recently just moved home and when we came across Tracy the mortgage advisor for Beal’s. We couldn’t have asked for a more lovely person to help. Very quick at responding. Very patient with us with all the questions. Who explained everything so well. We will definitely always recommend Tracy to anyone needing mortgage advice.

27 October 2025
Unprompted review
Beals Mortgage & Financial Services logo

Reply from Beals Mortgage & Financial Services

Hi Charlotte, Thank you for your lovely review. Feedback like this means the world to us. Tracy was delighted to hear you had such a great experience with us! We hope you have a great day! :)

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