Kate Beale

Kate Beale

BGA Financial Services

Minimum savings/pensions: Any amount

Minimum mortgage: Any amount

Unavailable for contact through VouchedFor

Based in Ingatestone
View location


5 out of 5

30 reviews


Not fully verified by VouchedFor

As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.

Not fully verified by VouchedFor

As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.

Office address:
Chelmsford, CM4

Willing to travel to meet clients up to 20 miles from CM4.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Kate's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

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Adviser Disclaimer

• Please note that for mortgages our status is Independent rather than Whole of Market as stated on the ‘Services’ page. We offer a comprehensive range of mortgage products from across the market. We offer both first and second charge mortgages, but not deals that you can only obtain by going direct to a lender. Please refer to our IISD document if you require further information. • Please note that for Retirement Income (Annuities, Drawdown) and Insurance and Protection our status is Independent rather than Whole of Market as stated on the ‘Services’ page. • For Pension Transfer-Non-Specialist, as referred to on the ‘Services’ page, please note that this refers to Defined Contribution Pensions only as opposed to Defined Benefit pensions. A transfer between DC pensions are ‘Pension Switches’ and refer to those pensions that hold no safeguarded benefits. BGA Financial Services Ltd is an appointed representative of TenetConnect Ltd. BGA Financial Services Ltd is registered in England and Wales under registration number: 2917813. Registered office address: The Old Forge, East Street, Colchester, Essex, CO1 2TP