Bespoke Independent Financial Advisers
Bespoke Independent Financial Advisers offers financial planning solutions for individuals and businesses. Established in 1995, the firm emphasizes building relationships with clients.
- Estate Planning
- Retirement Planning
- Investments & Savings
- Holistic Financial Planning
Locations
Competitors
Morton Wilson Associates Ltd is a regulated independent financial advice company established in 2000, located in the heart of the Shropshire countryside.
Premier Plus is an independent financial advisory firm that provides comprehensive financial planning services throughout life.
Company Details
Bespoke Independent Financial Advisers is operated by Bespoke Independent Financial Advisers Limited and is a Active company incorporated on 15 October 2013 with the registered office located in Crowthorne, Berkshire. Bespoke Independent Financial Advisers Limited was registered 11 years ago.
Status
Active
Size
Small
Directors
4
Age
11 years old
Employees
14
Turnover
Unreported
Total Assets
£883.62K
Cash in Bank
£502.62K
Total Liabilities
-£112.74K
Teams
8
6
2
2
1
CEO, Senior IFA And Pensions Specialist • Joined Oct 2017
Finance Manager • Joined Apr 2018
Independent Financial Adviser • Joined Sep 2017
Operations Director • Joined Oct 2024
Financial Adviser • Joined May 2024
Chartered Financial Planner - APFS • Joined Nov 2024
Financial Advisor • Joined Jan 2020
Independent Financial Adviser • Joined Feb 2021
Finance Manager • Joined Apr 2018
Financial Adviser • Joined May 2024
Chartered Financial Planner - APFS • Joined Nov 2024
Financial Advisor • Joined Jan 2020
Independent Financial Adviser • Joined Feb 2021
Independent Financial Adviser • Joined Sep 2017
Managing Director • Joined Mar 2023
Operations Director • Joined Oct 2024
Managing Director • Joined Mar 2023
Operations Director • Joined Oct 2024
CEO, Senior IFA And Pensions Specialist • Joined Oct 2017