Beals Wealth Management
Whiteley
(18)
Whiteley
(18)
We are a Financial Services business located in Fareham, Hampshire - celebrating 17 years in business. The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, our aim is to pave the way for a more secure financial future for you.
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18 customer reviews
Caroline
As a first time buyer I knew very little about what to expect from a Mortgage advisor. Clare made every step of the process easy to understand and made me feel like no question was a stupid question. So quick to reply to queries and nothing felt like too much trouble. Would definitely recommend. Thank you so much Clare! More...
Glen Saunders
Clare work very hard is finding me the right
Mortgage. Working longer hours to do so.
And going that extra mile.
Also printing off any paperwork I needed. Thanks again for everything.
Carl
Clare is absolutely brilliant! Being a first time buyers, this was all very new territory for me, Clare guide me through all the details and rates, she is professional, patient and persevering. She was quick, efficient and the communication progress was great. I would have absolutely no hesitation in recommending Clare to my friends and family. Thank you so much Clare! More...
a beal
paul
looked at my complete financial position and made several recommendations that i had not thought of .
fantastic service as well -very impressed with advice
Claire moran
I found Clare cheeseman's advice so helpful and she helped me with every step of getting my mortgage and purchasing my new home. I would highly recommend her services, she was brilliant can't say enough positive things about her. She is an excellent representative of her company. Many thanks Clare and thanks for the cups of tea. More...
Charlotte Ford
Claire was extremely helpful and explained everything fully and responded to emails very quickly.
Emma McNelis
I met with Clare to sort out building and contents insurance for the property myself and my boyfriend were in the process of buying.
We also met to sort out life insurance.
Clare made the process as painless as possible and explained everything the whole way through. She also made sure that she got a reasonable quote for what we wanted whilst still insuring everything was covered.
Could not recommend the service enough
More...
Debby
I submitted a website form on Beals website looking for help to trace my lost pensions. I received a call from Grace straight away who took my details and passed me on to their Pension Tracing Team.
I dealt with Georgia & Lewis throughout the process both we’re friendly, professional, and super helpful in helping me find my pensions even with all my questions!
Thank you, would highly recommend Beals Pension Tracing service 😊
More...
Theresa Elliott
Tracey secured us a mortgage recently. She kept us well informed throughout the process and was always on hand to answer questions in a knowledgeable and helpful way. The support office staff are also very attentive. More...
Jo
Clare helped us to get a mortgage for our first home, finding the best interest rates for us. She was so helpful and we can't thank her enough for all the help and support she has given. We would recommend her to anyone.
Simon
Olivia arranged me a mortgage recently and as a First Time Buyer I cannot recommend her enough! She had my mortgage agreed within 5 days and kept me well informed throughout the process. I’m very happy with the service provided and will be recommending her to all my friends. More...
Richard Evans
I really enjoy all of my meetings with my pension advisor Daniel Pyle, he has a wealth of knowledge about all of the financial markets and the risks that are associated with them. Daniel Pyle is an extremely friendly and very engaging financial advisor who always allays any worries that I may have about my pension platform performances and Daniel Pyle always displays a level of consummate professionalism that always impress me and it is way above my understanding of financial markets. I trust Daniel Pyle implicitly to make the right financial decisions on my behalf and I highly recommend Daniel Pyle to anyone looking for a professional pension advisor who is at the very top echelon in their chosen field of work. I cannot thank Daniel Pyle enough for all the work he does on my behalf. More...
Mirela
Made our experience as a first time buyer easy and worry free. Tracy was always there to answer any questions and address any concerns we had. I cannot fault the service I have been provided it has been spotless. I highly recommend their services. More...
Mirela
Made our experience as a first time buyer easy and worry free. My MA was always there to answer any questions and address any concerns we had. I cannot fault the service I have been provided it has been spotless. Thank you More...
James
We have used Tracy at Beals to organise our mortgage in 2019 and it's renewal in 2024. Tracy is extremely knowledgeable and clearly holds the customer at the centre of her thoughts. I would highly recommend Tracy to anyone. More...
Huma
Olivia is a juts a brilliant advisor! She is extremely helpful and her professionalism is second to none. She puts your mind at peace and gives all the best options possible, she is incredibly quick to respond to any query. I cannot recement her enough!
Huma
Olivia is a juts a brilliant advisor! She is extremely helpful and her professionalism is second to none. She puts your mind at peace and gives all the best options possible, she is incredibly quick to respond to any query. I cannot recement her enough and will definitely keep using her services through Beals Wealth Management. More...
Danielle Oakley
I have used Tracy from Beal's Wealth Management- Park Gate for the last few years. Tracy is absolutely brilliant, she is so kind and helpful and great at communication. Tracy keeps you updated throughout and does everything she can to help. We are so keen to continue to use Tracy for future mortgage advice as we have had a great experience with her for many years now. More...
What do you love most about your job?
At Beals Wealth Management, we provide high-level advice to our clients existing and new. We take a bespoke approach making sure that any information given is tailored to the individual so that you get the most out of your finances. We can schedule a meeting at your home, in one of our offices or over the phone, whatever is more convenient for you. Best of all, our initial consultation is free of charge.
Why should our clients choose you?
As a professional firm of advisers, we adhere to rigorous criteria regarding our qualifications and professionalism. You can feel comfortable that you are dealing with a firm absolutely committed to providing the highest standards of advice, service, and support.
By taking the time to understand your goals and current situation we will be able to give you sufficient information and advice to enable you to make informed decisions regarding your future. By taking this approach we find that we have excellent relationships with our clients, who feel that we are truly working in partnership.
Can you provide your services online or remotely? If so, please add details.
Online & Remote Services available please get in touch!
Savings & Investments
Our Savings & Investements services include:
Capital Bonds,
Offshore Collectives,
Junior ISA's
ISA's
Collective Investments
Unit Trusts
Open Ended Investment Companies
Fixed Interest Investments
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
For ISAs, Investors do not pay any personal tax on income or gains, but may pay unrecoverable tax on income from stocks and shares received by the ISA managers.
Financial Planning
Professional financial planning is the process which aims to help you realise your ambitions - whatever they may be. As professional advisers we can help you make informed decisions about your financial future, in the short, medium and long term.
You will almost certainly have goals of one kind or another - buying a home, starting a family, living abroad, perhaps retiring, but these have financial implications and leaving it to chance isn't an option. Careful planning helps to turn your goals into reality and the sooner you start your financial planning the greater your chance of realising them.
There are so many issues to consider when planning a financial future, so we've highlighted some key stages of a financial life to guide you.
Pensions
Our Pension services include:
FREE PENSION TRACING SERVICE,
Pension Consolidation,
Retirement Planning,
Final Salary Pensions/Defined Benefits Pensions,
Auto Enrolment Pensions,
Annuities,
Drawdown Pensions,
Personal Pensions,
Stakeholder Pensions,
State Pensions,
SSAS Pensions,
SERP's Pensions,
Executive Pension Plan,
SIPP Pensions,
Long Term Care Planning
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
Transferring out of a Defined Benefit/Final Salary scheme is unlikely to be in the best interests of most people.
Wealth Management
Our Wealth Management services include:
Relationship Management,
Trust Information,
Lasting Power of Attorney,
Wills & Estate Planning,
Taxation
Our Taxation services include:
Income Tax,
Capital Gains Tax,
Inheritance Tax,
Tax treatment varies according to individual circumstances and is subject to change.
Protection Services
Our Protection services include:
Life Insurance,
Life Assurance,
Family Income Benefit,
General Insurance,
Income Protection,
Private Medical Insurance,
Critical Illness Cover,
Business Protection
Our Business Protection services include:
Income Protection,
Relevant Life Cover,
Employers Liabilty,
Professional Indemnity
Mortgages
Our Mortgage services include:
Mortgage Repayments,
First-Time Buyer Mortgages,
Re-Mortgaging,
Standard Variable Rate Mortgages,
Fixed Rate Mortgages,
Tracker Mortgages,
Cashback Mortgages,
Offset Mortgages,
Second Charge Mortgages,
Buy-To-Let Mortgages,
Self-Build Mortgages,
No-Deposit Mortgages
THINK CAREFULLY BEFORE SECURING OTHER DEBTS AGAINST YOUR HOME. YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON A MORTGAGE OR ANY OTHER DEBT SECURED ON IT.
Secured Loans are on a referral basis.
Equity Release
Our Equity Release services include:
Lifetime Mortgages,
Home Reversion Plans,
Drawdown Lifetime Mortgages,
Home Income Plan
Equity Release, including Lifetime Mortgages, Home Income Plans and Home Reversion Plans, will reduce the value of your estate and can affect your eligibility for means tested benefits.
