Beals Wealth Management.
Initial consultation free
Restricted
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
Clients
helped
681helped
Minimum
pension value
£50k+pension value
Minimum
wealth
£50k+wealth
Minimum
mortgage value
£50k+mortgage value
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
Compliance
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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