Beals Wealth Management

🚨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📞

🏅 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 👏

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

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

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

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)

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💪🏼

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.

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.

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.