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Regardless of your financial situation, knowing how to best manage your money can be a challenge. You may want to know how to reach a particular goal, or need advice on the best mortgage deals. Financial advice should also be sought if your current savings or investments have stagnated, and you want them to become more profitable.

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Beals Wealth Management profile image
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Beals Wealth Management

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. At Beal's Wealth Management we believe that clients should enjoy a lifelong relationship with us and that after each review of your finances, you should be in a stronger position than you were before your meeting. Our highly qualified and experienced team of advisers use their knowledge and experience to deliver expert advice to our clients. Our success has been based on core principles such as; integrity and professionalism coupled with a creative approach to financial planning and a belief in offering a bespoke client service. By taking the time to understand your goals and your 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 have managed to build excellent relationships with our clients, who in turn feel that we are truly working in partnership. Our biggest priority will be for us to get to know you. This will start with you meeting with one of our financial advisers, so they have an opportunity to understand your personal situation and your financial needs. 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. Tax treatment varies according to individual circumstances and is subject to change. Taxation advice, Some buy to let mortgages, Auto Enrolment advice, Wills, Estate Planning, Trusts, Powers or Attorneys and Inheritance Taxation advice are not regulated by the Financial Conduct Authority. Beal's Wealth Management is a trading style of Beal's 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. Beal's Mortgage and Financial Services Ltd is registered in England and Wales, No: 08286166. Registered Address: Unit 1 Fulcrum 2 Solent Way, Whiteley, Fareham, PO15 7FN. Approver: Quilter Financial Services Limited and Quilter Mortgage Planning Limited: Date approved 22/01/2024 Our FCA Number: 471442

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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!

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The average price of Financial Advisors is £600

Region Great Value
Average
Premium
Nationwide
£500
£600
£1,800
London
£500
£600
£1,800
South East England
£500
£500
£1,800

Reviews

4.94/5.00

based on 37,390 reviews

I used Financial Fortress for my first Mortgage. Malcolm was fantastic and was in hand to help with any first time buyer queries or anything I needed. Really good service and would highly recommend.

26 Mar 2024

Aftab was helpful and informative without over-pushing his views.

17 Mar 2024

Great investment, good people. I have received my certificate and have visited the distillery with my wife.

15 Mar 2024

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