Beals Wealth Management.
Initial consultation free
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We are a top-rated financial services firm with advisers across the UK. With 29 years of experience, we provide expert financial guidance nationwide. Book your free initial, no-obligation consultation today—available by phone, video call, or face-to-face.
We can advise you on
Clients
helped
helped
746
Minimum
pension value
pension value
£0+
Minimum
wealth
wealth
£0+
Minimum
mortgage value
mortgage value
£50k+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Mr Paul Janes DipPFS, CertCII(MP), CeRER
Director and Financial Planner
Mr James Grant Chartered ALIBF
Financial Advisor
Mr Mark Hurst DipPFS, CeFA, CeMAP, CeRER
Mortgage and Financial Planning Adviser
Mrs Christine Poynter MAQ
Mortgage, Protection & Equity Release Specialist
Compliance
Beals Wealth Management is a trading style of Beals Mortgage and Financial Services Ltd an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority. Commercial Mortgages are by referral only National Savings, Some Buy To Let Mortgages, some Employee Benefits, Autoenrollment, Estate Planning & Tax Planning are not regulated by the Financial Conduct Authority.
Legal information
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