Beals Mortgage and Financial Services | Wealth Management | Whiteley, Fareham - Fareham

DIMITER K.

I would like to express my sincere gratitude for the support and guidance I received from Olivia throughout the mortgage process. She demonstrated a high level of professionalism, patience, and attention to detail every step of the way.

Olivia took the time to clearly explain everything I needed to know and made sure I felt confident and informed during a process that can often feel stressful and overwhelming. I always felt supported and in good hands.

Thank you for your dedication and the time you invested in helping me. I would happily recommend you to anyone looking for a reliable and knowledgeable mortgage adviser.

With much appreciation,
Dimiter

Sandra O.

Your Guidance Made All the Difference.

I cannot speak highly enough of the outstanding service I received from CLARE CHEESEMAN during my recent mortgage process being a first time buyer. From start to finish she demonstrated a rare combination of deep industry knowledge, clear communication, and genuine care for my financial well-being.

I had consulted with two different persons prior but when I met Clare, from our first conversation, it was evident that Clare was not just interested in closing a deal, but truly invested in helping me make the best decision for my circumstances. She took the time to explain every step of the mortgage process, answered all my questions with patience and clarity, and ensured I fully understood all my options.

What stood out most was her proactive approach. She stayed on top of every detail, followed up promptly, and consistently went above and beyond to secure the most favorable terms possible. Even when unexpected challenges came up, Clare handled them with professionalism and efficiency, always keeping me informed and reassured.

Thanks to her diligence and expertise, I was able to close smoothly and confidently. I and my husband genuinely felt like we had an expert and advocate in our corner throughout the entire journey.

If you are looking for a mortgage advisor who is knowledgeable, reliable, and truly puts clients first, I wholeheartedly recommend Clare Cheeseman. You’ll be in excellent hands.

Paul D.

I worked with Simon Davies. Simon was first class he listened and offered guidance with no pressure at all. An excellent communicator, his approach provided me with confidence in him and Beals financial services - I am very happy with the service I received. Thank you

Chane C.

🌟 Exceptional Advisor – Clare Goes Above and Beyond! 🌟

Clare has been an absolute rockstar in guiding me through mortgages, income protection, and critical illness coverage. Her expertise is unmatched—she breaks down complex financial concepts with clarity and patience, ensuring I fully understand every option available.

What truly sets Clare apart is her genuine care and compassion. She doesn’t just see clients as numbers; she takes the time to listen, understand individual needs, and tailor solutions that provide real peace of mind. Her dedication and professionalism are outstanding, making what could be a stressful process feel smooth and reassuring.

If you’re looking for an advisor who is knowledgeable, trustworthy, and deeply compassionate, Clare is the one. I couldn’t recommend her more highly—thank you for everything! 5 stars isn’t enough! ⭐⭐⭐⭐⭐

—An Incredibly Grateful Client

Emma S.

Olivia was absolutely amazing right from the start. She was incredibly friendly, helpful and was willing to help all hours of the day; she went above and beyond! Couldn't thank her enough for all her advice and for keeping me calm when things got confusing and stressful, she took a lot of the weight off my shoulders and got things done that I wouldn't even think of having to sort out on my own! Would recommend her to anyone if you want your purchase process to go more smoothly, especially as my fiance and I were first time buyers 🤗

Owen A.

We were recommended Beals Mortgage & Financial Services. Mark Hurst was our mortgage advisor and we cannot recommend him enough, his knowledge, experience, skill and expertise within the financial world is outstanding. He made our first time getting a mortgage a breeze, I cannot fault the speed of the process and how quickly he responded to our questions. Mark took the time to sit down with us and go through the whole process with us and at the end of signing the contracts he took the time to explain everything. He answered every question we had and found the best mortgage to suit our needs. We would 100% recommend Mark Hurst and will continue to use his services.

Angel B.

Olivia our mortgage advisor was a god send!!! I couldn’t recommend her enough! Her knowledge and professionalism was 100/10 and the loveliest person we have ever met! Will use her for the rest of our life!!! If you read this Olivia thank you for all your help it’s not been an easy process but you made it feel less stressful for us!!!!!

Ella-Jay M.

Review for Mandy – Life Assurance.

Mandy is exceptional. Clear, knowledgeable, and genuinely focused on what’s best for you. She breaks down complex options into simple, honest advice with no pressure. Always responsive and easy to talk to. Life assurance felt effortless — thanks to her. Highly recommend.