Professional Financial Advice

Beale's Financial Services

Peter Beale, DipPFS
Partner, Independent Financial Adviser

Mobile: 07824 314 254
Email: peter@bealesfs.co.uk

Peter has been in financial services for over 40 years. As well as being qualified to help clients achieve their goals, he has the advanced pension qualification to enable him to advise on Pension Switching and Drawdown contracts. Peter also has the necessary qualifications and experience for advising on Long Term Care Funding and Inheritance Tax Planning.

Away from work, Peter enjoys participating in the weekly Park Run and volunteering at his local non-league football club, as well as spending time with family.




Luke Beale, DipPFS
Partner, Independent Financial Adviser

Email: luke@bealesfs.co.uk

Luke has 12 years of experience in financial services, having previously been the client services manager for a local wealth management company. As well as ensuring our clients receive an exceptional service and personalised experience, Luke also has his level 4 Diploma in Financial Planning as well as the Certificate in Long Term Care.

Away from work, Luke enjoys long dog walks with his young family, as well as playing football for a local non-league team.




Peter Beale IFA
Peter and Luke Beale - Financial Advisers
Luke and Yas Charity Run for Cancer

“If you don't love what you do, you won't do it with much conviction or passion”

Mia Hamm

Led by Peter Beale, Beale's Financial Services offers tailored, personable Wealth Management to individuals and families based in the UK

We pride ourselves on our ability to help our clients achieve their financial goals and objectives through the application of our knowledge and passion

Knowledge - with over 40 years of experience in financial services we have learned and developed a unique planning approach, designed to maximise our clients Wealth.

Passion - we truly believe that success is achieved through helping others. Our approach is centered around our clients, ensuring we understand their individual needs so that we can successfully guide them through their financial journeys.