Bespoke Wealth Management - Old

Address: St. Mary's Court, The Broadway, Amersham, Old HP7 0UT, United Kingdom.
Phone: 1494327417.
Website: bespokewealthmanagement.co.uk.
Specialties: Financial advisor.
Other points of interest: Wheelchair accessible parking lot.
Opinions: This company has 24 reviews on Google My Business.
Average opinion: 5/5.

Location of Bespoke Wealth Management

1494327417

Bespoke Wealth Management, located at St. Mary's Court, The Broadway, Amersham, Old HP7 0UT, United Kingdom, is a financial advisor firm dedicated to helping clients achieve their financial goals. With a phone number of 1494327417 and website of bespokewealthmanagement.co.uk, the company has established a strong online presence and is easily accessible to potential clients.

One of the key features of Bespoke Wealth Management is their personalized approach to financial planning. They take the time to understand each client's unique circumstances, goals, and risk tolerance, and then create a customized plan to help them achieve their financial objectives. This attention to detail and focus on the individual needs of each client sets them apart from other financial advisor firms.

In addition to their personalized approach, Bespoke Wealth Management also offers a wide range of services. These include investment management, retirement planning, tax planning, and estate planning, among others. This comprehensive offering ensures that clients can get all of the financial advice and guidance they need in one place.

The company is also committed to accessibility, with a wheelchair accessible parking lot available for clients. This consideration for the needs of all clients is just one more example of their dedication to providing the best possible service.

Bespoke Wealth Management has received many positive reviews from clients, with a current average opinion of 5/5 based on 24 reviews on Google My Business. These reviews speak to the company's expertise, professionalism, and dedication to their clients.

Overall, Bespoke Wealth Management is an excellent choice for anyone looking for personalized, comprehensive financial advice. Their expertise, accessibility, and commitment to their clients make them a standout option in the field of financial planning. If you're looking for a financial advisor who will take the time to understand your unique needs and help you achieve your financial goals, look no further than Bespoke Wealth Management. Don't hesitate to contact them through their website to learn more and get started on your financial journey today.

Reviews of Bespoke Wealth Management

Dave Court

5/5

Alister Mellor has been my financial advisor for around 40 years. He has always provide clear, concise and extremely good financial advice, so much so that I am now living a very financially stable retirement.

Alister has moved into a number of different companies over these years, and when I heard that Alister and his son where to set up new company I jumped at the chance to transfer my investments to Bespoke Wealth Management.

I have just had my first review with him in the new company and nothing had changed his advice was as good as ever. I wish him and his son all the success with the new company, they both deserve it.

I cannot recommend Bespoke Wealth Management enough to help you with all aspects of financial planning.

Mark Binnington

5/5

We have used Alister for a number of years. His advice has been very helpful, concise and easy to understand. He gives regular updates and is always available when needed. He has helped put us on a much more robust financial footing. I’d highly recommend Bespoke Wealth Management.

Phill Barrett

5/5

I cannot recommend Bespoke Wealth management highly enough. I initially met Alister having no investments, but with his help and guidance have now been able to retire financially secure. When Alister setup Bespoke Wealth Management with his son, Harry, I had no hesitation in remaining a client. I have been a client of Alister's for over 20 years now, and unreservedly recomend his and Bespoke Wealth Management's financial guidance and services.

Alistair Robson

5/5

Bespoke Wealth thoroughly reviewed our finances, suggested changes, helped set up a new platform and provided clarity on our retirement planning. Based on long experience Alister gives concise, practical and understandable advice, without delay, which has enabled us to sort out our finances more generally. His team provide good and efficient administration.

robin squires

5/5

I have been with Financial advisers, who are now running Bespoke Wealth Management, for 25 years. I have found them to be exceptional in terms of advice, guidance and continued personal focus on both myself and my wife.
Nothing is forcibly pushed or has ever been up sold. All advice is straight forward and genuine and the choice of risk levels and investment direction has always been left totally to me.
I get clear and concise updates as to the state of my whole investment package, with monthly news letters annual reports
My current SIPP investment has proven to shown year on year increases.
I rely totally on Bespoke giving me the best possible financial advice and guidance.
I cannot recommend the current Bespoke team highly enough.

Les Fraser

5/5

Have been a customer of Alister Mellor and Bespoke Wealth for a number of years. Their approach and advice is clear and concise and delivered in an understandable way. The regular reviews including expenditure and cash flow analysis makes planning discussions meaningful and easy to take action on. The advice Alister has given me over the years has allowed me to plan for an early and comfortable retirement!

Ian Morgan

5/5

Bespoke Wealth Management Amersham provided us with a truly enlightening insight into our financial position and, together, we agreed what our ideal retirement could look like. The resulting plan and Cashflow models were easy to understand and gave us back control of our life decisions and huge peace-of mind ! We can't recommend Alister and Harry enough for their expert knowledge, attention to our needs, brilliant reports and just being really nice people to deal with. Thanks again !! Ian & Heidi.

Lee Monahan

5/5

Alister at Bespoke Wealth Management has always provided a personalised approach, the cash flow modelling gives us the full picture of our finances which is clearly explained. We cannot thank Alister and his Team enough. We highly recommend them.