About Us

We are more than just a pension tracing service; our expert pension advisers provide advice on a range of services including; pension transfer and consolidation advice, along with free initial pension reviews. You can trust our qualified team for all your pension needs.
SPEAK TO AN ADVISER

This website describes our Pension Tracing Service. We are not affiliated with the Government’s Pension Tracing Service and if you have come to our site by mistake you can find the UK Government’s Pension Tracing Service here

GOV.UK

Our Pension & Investment Clients

At Beals Wealth Management, we understand how important it is to review your pensions and investments every year. Life changes, and so should your financial plans. We pride ourselves on providing a bespoke service tailored to each client’s needs, conducting over 3,245 client reviews annually and over £376,630,141 in funds under advice. 

Our commitment to integrity, professionalism, and a creative approach to financial planning ensures that your investments are not only well-managed but aligned with your evolving goals.
3,245

CLIENTS REVIEWED ANNUALLY

£376,630,141

FUNDS UNDER OUR ADVICE

Figures last updated 4th September 2024

At Beals Wealth Management

We are a Financial Services firm based in Hampshire, 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.
OUR COMPANY WEBSITE

Bespoke Client Service

Our highly qualified and experienced team of 23 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 offering a bespoke client service.

A Lifelong Relationship

At Beals Wealth Management we believe that clients should enjoy a lifelong relationship with us and that after each review of your finances, you should be in a stronger position than you were before your meeting.

By taking the time to understand your goals and your 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 have managed to build excellent relationships with our clients, who in turn feel that we are truly working in partnership.

Our biggest priority will be for us to get to know you. This will start with you meeting with one of our financial advisers, so they have an opportunity to understand your personal situation and your financial needs.

Our Pension Specialist Advisers

  • ALEX HUDSON

    Financial Planner

    CHARLES BOYD

    Financial Planner
    Chris Milczarek

    CHRIS MILCZAREK

    Financial Planner

    DEAN FERMIE

    Financial Planner

  • DANIEL PYLE

    Financial Planner

    JAMES BLACK

    Chartered Financial Planner

    JAMES GRANT

    Financial Adviser

    LIDIA HOSSELL

    Financial Planner

  • MIKE SMITH

    Financial Planner

    PAUL JANES

    Director

    TREVOR WALLBRIDGE

    Financial Adviser

    WILL ASHLEY

    Financial Planner
Looking for a Pension Specialist Financial Adviser near you? 
Contact us today to schedule a free initial appointment to discuss your pensions options!
Transferring out of a defined benefit / final salary pension is unlikely to be in the best interest of most people.

Why Choose Us?

Experienced Advisers: Our team brings a wealth of experience and knowledge, ensuring you receive advice that is most appropriate for your needs.
Tailored Solutions: We recognise that every client's needs are different, and we offer solutions that are customised to suit your unique situation
Proven Track Record: Our clients trust us for our commitment to excellence and the successful outcomes we've achieved.
CONTACT US
Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited February 2025

Disclaimer

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. 

Beals Wealth Management and Pension-Tracing-Service-UK.co.uk are trading styles 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. Beals Mortgage and Financial Services Ltd is registered in England and Wales, No: 08286166. Registered Address: Unit 1 Fulcrum 2 Solent Way, Whiteley, Fareham, PO15 7FN

o Auto enrolment, Tax Planning, Inheritance Tax Planning, Estate Planning, Legacy Planning, Powers of Attorney and Pension Tracing are not regulated by the Financial Conduct Authority.
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