Bespoke Independent Financial Advisers Limited - Woking

Bespoke Independent Financial Advisers Limited

Bespoke Independent Financial Advisers Limited es una empresa de asesoramiento financiero independiente que ofrece servicios personalizados a sus clientes en la región de Surrey, Reino Unido.

Con sede en Dorna House Two, Guildford Rd, West End, Woking GU24 9PW, este empresa ofrece una amplia gama de servicios de asesoramiento financiero, incluyendo planificación financiera, inversión y seguros.

La empresa está especializada en ofrecer soluciones personalizadas a sus clientes, que pueden contar con la experiencia y el conocimiento de sus asesores financieros.

Especialidades

Financial planner y Financial advisor son algunas de las especialidades más destacadas de la empresa.

Otras características

La empresa ofrece on-site services, lo que significa que puede ofrecer sus servicios directamente en la oficina del cliente. Además, la empresa cuenta con entrada y estacionamiento para sillas de ruedas, lo que la hace accesible para personas con discapacidad.

La empresa también cuenta con restaurante y instalaciones para personas con discapacidad, lo que la hace una opción conveniente para personas que buscan servicios de asesoramiento financiero en un entorno accesible.

Opciones

Para obtener más información sobre Bespoke Independent Financial Advisers Limited, puede visitar su sitio web en bespokeifa.co.uk o llamar al 1483766656.

La empresa tiene 18 opiniones en Google My Business, con una media de opinión de 5/5. Esto indica que la empresa ha recibido una gran cantidad de cumplimientos de sus clientes, lo que sugiere que ofrece servicios de alta calidad.

👍 Reviews of Bespoke Independent Financial Advisers Limited

Antonia R.

5/5

Alex Kirkpatrick was very genuine , pragmatic and down to earth, and the guidance shared made sense. Plus a very reasonable approach to engaging with you. Would recommend.

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.

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.

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.