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Monday 8:30am - 5pm Tuesday 8:30am - 5pm Wednesday 8:30am - 5pm Thursday 8:30am - 5pm Friday 8:30am - 5pm

Beals Wealth Management

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Beals Wealth Management

Approver Quilter Financial Services Limited. June 2025

At Beal's Wealth Management, our highly qualified and experienced team of advisers use their knowledge and experience to deliver expert advice to our clients. Our success has been based on core principles such as; integrity and professionalism coupled with a creative approach to financial planning and a belief in a bespoke client service. Our Services Include:
Savings & Investments
Financial Plann

ing
Pensions
Wealth Management
Tax Planning
Protection
Business Protection
Whole of Market for Mortgages
Equity Release
Inheritance Tax (IHT) & Estate Planning

As a professional firm of advisers, we adhere to rigorous criteria regarding our qualifications and professionalism. You can feel comfortable that you are dealing with a firm absolutely committed to providing the highest standards of advice, service, and support. By taking the time to understand your goals and current situation we will be able to give you sufficient information and advice to enable you to make informed decisions regarding your future. By taking this approach we find that we have excellent relationships with our clients, who feel that we are truly working in partnership. Inheritance Tax Planning, Trusts, Tax Planning, Estate Planning, & Powers of Attorney are not regulated by the Financial Conduct Authority.

28/05/2026

🚨New £5k Deposit Mortgage for First-Time Buyers 🚨

If saving for a traditional deposit has been stopping you from buying your first home, this could be the opportunity you’ve been waiting for.

To qualify, you must:

✔️ Be a first-time buyer (only 1 applicant needs to be a first-time buyer)
✔️ Have a minimum £5,000 deposit from your own savings
✔️ Be purchasing a property up to £300,000

If you’d like to find out whether you qualify, please get in touch to arrange a no obligation call with one of our advisers📞

20/05/2026

🏅 Huge well done to our Associate Director, James Grant, who completed the Jurassic Coast Ultra Challenge this weekend in aid of Dogs for Good 🐶

“I’ve chosen to support Dogs for Good because of the incredible impact dogs can have on people’s lives. It costs over £22,000 to train and support just one assistance dog, which puts into perspective how much every donation matters.”

James completed the gruelling 36.7-mile coastal route in an incredible 11 hours and 44 minutes, burning nearly 5,000 calories and finishing 5th in his age category 🙌

Battling steep coastal climbs, torrential rain and strong winds along the route, this was no easy challenge!

An amazing achievement for a fantastic cause 👏

16/04/2026

Toubkal Reunion🙌🏼💙

Back together, reminiscing on an unforgettable challenge and everything we achieved together💪

From the climb itself to the impact it’s had, we couldn’t be prouder of everyone involved! Thanks to the incredible support, Beals raised over £10,000 for The Knights Foundation helping make a real difference in Nino’s life and for families just like his.

We caught up, compared injuries 😅, relived it all… and somehow agreed to do it again 👀

👉 Keep your eyes peeled for the next adventure

14/04/2026

There’s a lot of confusion around pension advice, especially when it comes to how much it costs.

➡️ Many services are completely free
➡️ There’s no obligation to proceed with recommendations
➡️ Any fees are clearly explained upfront;
➡️ And typically paid from your pension, not out of your pocket

💡 The real question isn’t “can I afford advice?” It’s “can I afford not to check my pension?”

To start your pension review send us a DM! For more information, please visit our website: www.bealsfs.co.uk/cost-of-pension-advice

30/03/2026

THEY DID IT. THEY DID IT FOR NINO! 💙

We are so proud of our team for not only taking on Mount Toubkal, but reaching the 13,671ft summit in aid of such an amazing cause.

Through wind, snow, and minimal sleep, our team trekked for over 17 hours, reaching 4,167 metres! The biggest thank you to every single person who supported us, we’ve raised over £9,000 for

We’ve got some amazing videos and more photos to share over the coming days, so keep your eyes peeled! 👀

Well done team Beals - your determination, resilience, and support for each other has been nothing short of incredible.

👉 It’s not too late to donate, link in bio

26/03/2026

They’re off… Morocco here we come✈️

Next stop: Mount Toubkal 🏔️

We’re so close to our fundraising target for Nino💙

👉 There’s still time to donate before we take on the mountain this Saturday (link in bio)

20/03/2026

𝐓𝐡𝐢𝐬 𝐢𝐬 𝐰𝐡𝐲 𝐰𝐞’𝐫𝐞 𝐜𝐥𝐢𝐦𝐛𝐢𝐧𝐠 𝐌𝐨𝐮𝐧𝐭 𝐓𝐨𝐮𝐛𝐤𝐚𝐥..𝐓𝐡𝐢𝐬 𝐢𝐬 𝐍𝐢𝐧𝐨 💙

Nino is an incredible 6-year-old, born with a rare neurological chromosome disability.

We’re raising funds to provide a specialist buggy - helping give him more freedom, independence, and the chance to experience more of the world with his family.

👉 Swipe to read a message from Nino’s family

With just one week to go until we summit North Africa’s highest peak, we’ve raised £3,000 of our £5,000 target 💙

If you haven’t yet donated, please visit the link in our bio! Help us make this happen for Nino💪🏼

07/03/2026

Toubkal Training - How it’s going…😂💪

So far we’ve had:

🙄Broken wrists
🐄 Highland cows
🌧️ Floods and rainy walks
🐕 A few enthusiastic four-legged training partners
🌸 Spring views that almost make the hills feel worth it
🍺 And of course… the occasional recovery pint

All part of preparing to take on Mount Toubkal in just 19 days!

We’re currently at £1,785 of our £5,000 target for 💙

If you can help us get closer to the summit (and our fundraising goal), we’d really appreciate your support.

👉 Donate via the link in our bio.

24/02/2026

𝐋𝐞𝐭’𝐬 𝐛𝐞 𝐡𝐨𝐧𝐞𝐬𝐭… 𝐰𝐞’𝐯𝐞 𝐚𝐥𝐥 𝐝𝐨𝐧𝐞 𝐢𝐭👀

Checking your Stocks & Shares ISA like it’s going to suddenly fund early retirement overnight.

𝐑𝐞𝐦𝐢𝐧𝐝𝐞𝐫:

✨ Investing is long-term
✨ Markets go up and down
✨ Trust the process

𝐘𝐨𝐮’𝐯𝐞 𝐚𝐥𝐫𝐞𝐚𝐝𝐲 𝐭𝐚𝐤𝐞𝐧 𝐚 𝐩𝐨𝐬𝐢𝐭𝐢𝐯𝐞 𝐬𝐭𝐞𝐩:
✅ Opening a Stocks & Shares ISA is a great start towards building a better financial future.

𝐃𝐨𝐧’𝐭 𝐟𝐨𝐫𝐠𝐞𝐭 𝐲𝐨𝐮𝐫 𝐭𝐚𝐱-𝐟𝐫𝐞𝐞 𝐚𝐥𝐥𝐨𝐰𝐚𝐧𝐜𝐞:
👉 You can invest up to £20,000 into ISAs each tax year, and any growth or interest inside an ISA is tax-free. Unused allowance is lost after 5 April 2026.

23/02/2026

𝐌𝐞𝐞𝐭 𝐭𝐡𝐞 𝐁𝐞𝐚𝐥𝐬 𝐓𝐨𝐮𝐛𝐤𝐚𝐥 𝐓𝐞𝐚𝐦💪

Leading the way is our own 𝐌𝐚𝐫𝐤 𝐇𝐮𝐫𝐬𝐭, 𝐀𝐬𝐬𝐨𝐜𝐢𝐚𝐭𝐞 𝐃𝐢𝐫𝐞𝐜𝐭𝐨𝐫 & 𝐜𝐡𝐚𝐫𝐢𝐭𝐲 𝐚𝐝𝐯𝐨𝐜𝐚𝐭𝐞💙

The brave team questioning their choices:

• Christine Poynter: Mortgage Adviser
• Kieran James: Protection Adviser
• Lauren Chaplin: Financial Services Administrator
• Dean Fermie: Financial Planner

Together, we’re climbing North Africa’s highest peak to raise funds for and help provide life-changing support for children who need it most.

We’re already at £𝟏,𝟐𝟓𝟎 𝐨𝐟 𝐨𝐮𝐫 £𝟓,𝟎𝟎𝟎 𝐭𝐚𝐫𝐠𝐞𝐭 with just 𝟒 𝐰𝐞𝐞𝐤𝐬 𝐭𝐨 𝐠𝐨!

👉 If you can, please support us via the link in our bio.

19/02/2026

Every tax year, you can use your gifting allowance to give away £3,000 tax free - helping to reduce the value of your estate and mitigate any potential inheritance tax bill for your family🙌🏼

If you’re interested in estate planning, please get in contact or visit our website (linked in bio)

Approver Quilter Financial Limited and Quilter Financial Services Limited. January 2026

Address

Unit 1, Fulcrum 2, Solent Way
Fareham
PO157FN

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 5pm

Telephone

+443300538618

Website

https://bealsfs.co.uk/

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