
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.
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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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