Beals Wealth Management.

Initial consultation free
We are a Financial Services firm based in Hampshire, covering the South of England, celebrating 28 years in the industry. We offer a free, no-obligation initial consultation to discuss your financial needs; available by telephone, zoom, or face-to-face.

We can advise you on

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
Equity Release Specialist


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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Any decision to transact business is made by you on the basis of your own enquiries.

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