Beals Mortgage & Financial Services is a UK-based financial advisory firm specializing in a range of investment services, including pensions, mortgages, and inheritance tax planning. The company provides expert and trusted financial advice tailored to the unique needs of individuals and businesses throughout the UK. Their comprehensive offerings include guidance on new mortgages, remortgaging, savings and investments, as well as protection and insurance services. Targeting clients who seek professional financial planning and wealth management, Beals Mortgage & Financial Services aims to help customers navigate complex financial decisions. The firm also offers tools such as a free inheritance tax calculator, along with detailed information on tax implications and investment strategies, ensuring clients are well-informed and equipped to make sound financial choices.
Beals Mortgage & Financial Services consistently receives high praise from customers, achieving an impressive average rating of 5.0 stars. Reviewers frequently highlight the exceptional service provided by their advisors, such as Clare Cheeseman and Tim Meiris, who are noted for their patience, knowledge, and ability to make complex processes feel manageable.
Many clients express gratitude for the personalized attention they receive, with advisors taking the time to understand individual needs and provide tailored financial solutions. The overall sentiment reflects a strong recommendation for Beals, with customers feeling supported throughout their mortgage and financial journeys. There are no significant complaints or negative themes reported, underscoring the company's commitment to outstanding service.
Summary generated with AI from recent reviews
Each source counts by its number of reviews. Only reviews written by people are scored.
| Source | Rating | Reviews | Weight | 6-mo | Fake risk |
|---|---|---|---|---|---|
Trustpilot Imported Trustpilot reviews | 5.0 | 60 | 100% | +0.1 | ● Low |
Monthly average rating from reviews written by people · latest review Sep 2025.
| Month | Average | Reviews |
|---|---|---|
| May 25 | 5.0 | 2 |
| Jun 25 | 4.9 | 17 |
| Jul 25 | 5.0 | 11 |
| Aug 25 | 5.0 | 18 |
| Sep 25 | 5.0 | 12 |
Share of positive (4–5★) and negative (1–2★) reviews mentioning each topic · based on the 60 most recent reviews.
“She is super friendly and reliable, always there at the end of the phone with a really helpful and informative outloo...”
Same method for every company: overall rating, legitimacy checks, the average rating of reviews mentioning each area and the 6-month trend · Investment Services.
| Company | Overall | Legit | Service | Trend | Reviews |
|---|---|---|---|---|---|
 | 5.0 out of 5 (good) | 100 out of 100 | 5.0 out of 5 (good) | — | 60 |
| 4.2 out of 5 (good) | 100 out of 100 | 3.3 out of 5 (fair) | — | 1,200 | |
| 4.7 out of 5 (good) | 100 out of 100 | 4.7 out of 5 (good) | — | 1,060 | |
| 4.8 out of 5 (good) | 100 out of 100 | 4.9 out of 5 (good) | — | 1,060 | |
| 4.8 out of 5 (good) | 100 out of 100 | 4.7 out of 5 (good) | — | 1,060 |
Bottom line: Beals Mortgage & Financial Services is #1 of 5 on overall rating in this group.
60 reviews of Beals Mortgage & Financial Services. Filter by what matters to you.
Christine from Beals mortgage services made our application very easy by helping us step by step through some of the paperwork that we where unsure of what was required. This took a lot of pressure of us.She also found us a product that fitted our requirements.
I have chosen Christine Poynter as my mortgage advisor and by far she has been the most helpful person that I ever met. She has been amazing during the last few months. Always available to answer all my questions and clarify what for me was outside my area of expertise. In the end it's a debt that I will carry with me for life because you made my property purchase dream possible. Thank you
I was lucky to come across Clare Cheesman whilst booking a viewing of a flat. My first flat had fallen through and the mortgage I had, didn't cover what I needed, which wasn't much, just a 1 bed flat. There were a few other issues involved and this was all discussed with Clare. She then was able to find me a mortgage I could afford and has been keeping an eye on my progress through the process. The whole business was made easier for me and I can't recommend them enough.
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Excellent. Helped at every stage. Nothing was too much trouble. Would highly recommend
Olivia Rowell was the fairy godmother to our stressful house purchase! She made the process feel effortless and like we didn’t need to lift a finger! She is the reason we are still sane and stuck out our 9 month purchase! If you’re looking for someone to help, guide and make you feel heard Olivia is the person to go to! Thank you for all your hard work we will defiantly use you every time again without fail!
Our remortgage completed last week after Will Ashley arranged it for us back in April. Will's customer service is fantastic, and he ensured that we had the best mortgage product for our needs. He listened to what we needed, was supportive and nothing was too much trouble. This is our second time with Will and we'll be back......see you in 5 years.
We have an annual review with Paul Janes, who re-assures us of our investments and gives sound advice as to what steps to take in order to maximise our funds.
Excellent service and advice from Chris. Very easy to deal with and he's proactive with his recommendations for future planning.
Charles Boyd made the interview relaxed and very informative. We reviewed my account progress and I was impressed by the way it was presented to me. The meeting was carried out in a relaxed but effective manner.
Christine Poynter provided exceptional service as my mortgage advisor. From the initial consultation through to the completion of the process, everything was handled with professionalism and efficiency. She was always prompt in responding to queries and took the time to clearly explain every step. Her guidance made the experience straightforward and stress-free. I would highly recommend her to anyone seeking expert mortgage advice.
The company are always honest and give me their opinions straight. They never prohibit me from anything I ask.
Excellent service and excellent advice always
My advisor is Dean Fermie. Dean is great to work with. So personable and yet very knowledgeable too. He has really done wonders with my financial planning. I am very happy with the work we are doing and would definitely recommend him.
Beals have kept on top of my portfolio and always recommend the best changes if applicable. I have been more than happy with their services for many years. Chris is a real delight to deal with.
Being a first time buyer, I wasn’t really sure of the purchase and mortgage process. Olivia Rowell from Beals Mortgage, from our first meeting until the process completion helped me day in day out and was really crisp and concise in her interactions with us. Kudos to her. I would really recommend Beals Mortgage and their services to all who are looking for their first home in the UK.
Beals managed my late father’s pension fund and a smaller investment fund. When my mother and father both passed away at the start of this year my brother and I were left with the task of dealing with their affairs. Luckily they were organised and we quickly identified the accounts with Beals. Dad’s financial advisor Alex took the headache from us dealing with the two companies involved for us, obtaining and helping us complete the relevant forms in regards to the estate. Alex was very helpful, considerate and empathetic given our circumstances.
Neil Adams has advised me for over 25 years, his knowledge and experience have proved priceless over this period. My retirement plans would not look as good as they do without Neil. Neil is a genuine and authentic person who I trust completely. I do not make recommendations normally but Neil is without a doubt an expert who you can trust in every situation of financial planning, and a really nice guy.
Clare Cheeseman provided us with all the necessary information and advice throughout the process. Clare Cheeseman, very knowledgeable in this field and I will recommend her to everyone.
Beals Mortgage & Financial Services is a UK-based financial advisory firm specializing in a range of investment services, including pensions, mortgages, and inheritance tax planning. The company provides expert and trusted financial advice tailored to the unique needs of individuals and businesses throughout the UK. Their comprehensive offerings include guidance on new mortgages, remortgaging, savings and investments, as well as protection and insurance services. Targeting clients who seek professional financial planning and wealth management, Beals Mortgage & Financial Services aims to help customers navigate complex financial decisions. The firm also offers tools such as a free inheritance tax calculator, along with detailed information on tax implications and investment strategies, ensuring clients are well-informed and equipped to make sound financial choices.
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