Bespoke Independent Financial Advisers Limited - Woking

Address: Dorna House Two, Guildford Rd, West End, Woking GU24 9PW, United Kingdom.
Phone: 1483766656.
Website: bespokeifa.co.uk
Specialties: Financial planner.
Other points of interest: Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom.
Opinions: This company has 17 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Bespoke Independent Financial Advisers Limited

☎️1483766656

⏰ Open Hours of Bespoke Independent Financial Advisers Limited

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

: A Leading Financial Planning Firm in the UK

, located at

, has been providing exceptional financial planning services to clients throughout the United Kingdom. With a keen focus on personalized financial solutions, this independent financial advisory firm has earned a stellar reputation for its commitment to excellence and client satisfaction.

SPECIALTIES

Bespoke Independent Financial Advisers Limited specializes in offering comprehensive financial planning services to individuals, families, and businesses. Their experienced team of advisors takes the time to understand each client's unique financial situation, goals, and concerns to develop tailored strategies that work best for them.

ON-SITE SERVICES AND ACCESSIBILITY

The firm offers a range of on-site services, including wheelchair accessible entrance, parking lot, and restroom facilities, ensuring that all clients can access their services with ease. Their dedication to accessibility highlights their commitment to providing a welcoming and inclusive environment for all clients.

REVIEW AND TESTIMONIALS

With an impressive average rating of 5/5 based on 17 reviews on Google My Business, Bespoke Independent Financial Advisers Limited has consistently demonstrated their ability to exceed client expectations. Many clients have praised the firm's knowledgeable and empathetic approach, as well as the personalized attention they receive from their advisors.

One standout review mentions Jacqueline Brown, a notable advisor at the firm, who provided expert guidance on tax implications related to 'gifting and inheritance.' The client appreciated her sensitivity to their needs and concerns, as well as her thorough explanation of the implications and details involved in their situation.

FINAL RECOMMENDATION

If you are seeking a reputable and reliable financial planning firm that prioritizes personalized service and client success, look no further than Bespoke Independent Financial Advisers Limited. With their expertise, accessibility, and commitment to excellence, they are the ideal choice for anyone looking to secure their financial future.

To learn more about their services and how they can help you achieve your financial goals, visit their website at bespokeifa.co.uk. Don't hesitate to contact them directly at 1483766656 to schedule a consultation and take the first step towards a brighter financial future.

👍 Reviews of Bespoke Independent Financial Advisers Limited

Bespoke Independent Financial Advisers Limited - Woking

Peter C.

5/5

We were most impressed with Jacqueline Brown of Bespoke Independent Advisors Limited. Advice was needed regarding tax implications around 'gifting and inheritance'
She thoughtfully, took us through the implications and detail. Clearly very knowledgeable she was also sensitive when listening to our needs and concerns. A delight to deal with. We recommend her without reservation.

TC B.

5/5

I can highly recommend Alex at Bespoke IFA, who is not only a very nice person, but is incredibly knowledgeable and helpful. Both Alex and Sarah in the administration team have been very proactive and the whole team when visiting are very cheerful and I feel confident with their advice.
I was looking for financial advice after an annual statement I received from a company pension scheme showed my pension was not performing at all well (last year my investments regressed badly), the administrators were nigh on impossible to get hold of and I could not get information on how my pension was invested.
Alex met with me, answered all my questions, gave me detailed information on investment pathways and pension projections and I decided to move my pension. The transition from the company pension scheme (Capita) was incredibly painful, I had to jump through multiple hoops and the process was incredibly slow. BIFA and Nucleus kept chasing and eventually my pension was moved.
I couldn’t be happier, in the month my pension has been in its new home, half the set-up fee has been regained on my investments. Not only am I able to look at my pension information in Nucleus’ on-line portal, but I can also contact Alex, ask for information, and receive detailed answers. I will be working with Alex and BIFA for all my future financial advice.

Lizzie M.

5/5

We were looking to simplify and consolidate our investments and we received helpful advice and a friendly and excellent service from Bespoke. We were kept fully informed throughout the process and we would highly recommend Sarah and Marilyn to anyone thinking of moving investments. Chris and Lizzie Morgan.

Steve P.

5/5

I was introduced to Bespoke by a colleague at work. I know that he would have researched them before starting to work with them so I was comfortable to engage them to look after my pension needs. I have been with them for a number of years now and they have exceeded my expectations. I would definitely recommend David and his team.

Lauren A.

5/5

Alex and the team at Bespoke have gone above and beyond to provide excellent advice across a range of financial matters for me and my family. They have a very considered, detailed approach to advising clients and I've consistently felt confident in the service they provide. Would recommend.

Annabella B.

5/5

I contacted Bespoke for some help getting started with a private pension. Alex was brilliant, he really helped to demystify the process and gave practical guidance. Highly recommend.

Duncan S.

5/5

I can highly recommend Paul, David and the team at Bespoke. They have provided professional and timely assistance with my pension planning. As I start my retirement it is good to know that they are available to provide financial guidance and support.

Shoushan

5/5

David is very friendly and easy to talk to. He has been very informative about the different pension options available for me to meet my retirement plans and I left our meeting with several good pointers on next steps. His knowledge and passion for pensions really shows and that gives me a lot of confidence in the advice he's given. He gave more time than was allocated and I really appreciate that.