What are the opening hours?

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

Beals Wealth Management, Unit 1, Fulcrum 2, Solent Way, Fareham (2026)

Name: Beals Wealth Management
Address: Unit 1, Fulcrum 2, Solent Way, Fareham, PO157FN, GB
Telephone: +443300538618
Price range: Not Applicable

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 Planning
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.

24/09/2026

We recently acquired Tailored Wealth & Trust Management!

We’re delighted to welcome the clients of Tailored Wealth to Beals Mortgage & Financial Services.

Following many years supporting his clients, Graham Dyckes has made the decision to retire, and we’re proud to have been chosen to continue looking after his clients.

Over the past few weeks, our team has been working closely with Graham to ensure a smooth transition, carefully matching clients with our experienced Financial Advisers and making sure they continue to receive the personal, trusted service they’re used to.

This is another exciting step in the continued growth of Beals, and we’re looking forward to building long-lasting relationships with our new clients.

A huge welcome to everyone joining us and we wish Graham all the very best for a well-deserved retirement!

08/07/2026

Thanks to the incredible generosity of everyone who supported our Mount Toubkal challenge, Nino is now enjoying his brand-new specialist buggy🥰

He’ll be able to get out and about in comfort with his mum, dad and siblings, Frankie & India, creating more special memories together🫶

Seeing Nino enjoying his new buggy is a reminder of why we took on the challenge. Every step, every donation and every message of support helped make this possible.

From all of us at Beals, thank you💙 The Knights Foundation

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

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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