Bespoke Advice - Clients - Personal Financial Planning Brochure

Perfectly Personal Financial PlanningFor you. For yours. For theirs.

BESPOKE FOR YOU. FOR YOURS. FOR THE

When something’s Bespoke, it’s custom-made.

It’s not “made-to-measure”. Anything made-tomeasure is simply something that’s off the shelf adjusted to fit the best it can.

When something’s bespoke it’s made from scratch. From the start to finish. For you and only you, delivering a perfect fit.

EIRS.

Us. We’re an Independent Financial Advice Firm founded in 2014, based in Worcester but with a growing national footprint, looking after over £500m of our clients’ money.

We’re a Chartered Firm, meaning that we believe you and all our clients deserve to receive the highest standards of advice and service built upon the highest standards of education, knowledge and qualification.

We believe in transparency and decency and, as one of the few UK financial advisers in the UK to have achieved Certified B Corp status, we like to walk our talk, serving you and all our stakeholders to the best of our ability, ensuring responsibility and good practice are central to all that we do.

We believe in doing things properly. We don’t like short cuts and easy fixes because the people we look after, our clients and our team, they deserve that extra yard.

We believe in fair exchange. In keeping our promises. And in doing and delivering the best that we can.

3

INDEPENDENT. Pure and Simple.

We don’t play with words. When we say we’re independent, we mean it in its purest sense.

We’re not tied to any investment, technology or product solutions and the business we’re building and the financial planning solutions we advise aren’t designed around any corporate agenda.

We create custom-made financial plans for our clients, guided specifically by their individual needs and aspirations, making sure our focus is on them and only them.

Bespoke advice is what we deliver, and being able to access every available product and solution the market has to offer is the cornerstone of our business. Our independence isn’t just something we believe in, it’s essential to what we do.

ALL ABOUT

YOU.

Our client relationships start with two things: a blank sheet of paper and a conversation. We don’t offer prescriptive solutions, so to make sure every piece of financial advice we give is unique to you, we follow a clear, distinct six stage process: 1 INITIAL MEETING You talk, we listen, we ask questions.

We take time to get to know you doing all we can to find out what you want, what you like, what you need and what you want to achieve.

6 IMPLEMENTATION AND MAINTENANCE

2

Following your instructions we’ll put your financial plan in place and, with our optional ongoing service designed to meet your needs, we’ll have regular meetings to make sure it remains on track.

ANALYSIS We go away, we have a think, accessing global resources, specialist tools, in-house expertise and, when necessary, consult with the best people we can find.

5

3

PRESENTATION AND AGREEMENT We’ll present, showing you everything you need to see and when, and only when, you’re ready to proceed we’ll agree with you how you want to go forward.

INITIAL DESIGN 4

When we’ve all we need we start to build your plan.

DEVELOPMENT AND PREPARATION When we think we’ve got it right we develop our ideas and get them ready for you to see.

It works, creating a financial plan with you, for you and, most importantly, bespoke to you.

5

Building on our ASPIRATIONS. To be the business we want, we have to hire and develop the people we need.

We take great care in making sure we attract the right advisers and support staff and in providing an environment which supports their needs. We want them to achieve the highest level of qualification and professional standing and we want them to have the right balance in their work and their play.

We keep moving forward. Seasoned practitioners are encouraged to learn and our apprentices are given all that they need to progress.

That way we work together to be the best we can, keeping the promises we make to each other and the clients we serve.

To be the BUSINESS YOU WANT. We do all we can to offer bespoke financial planning covering all your existing and potential needs: • • • • • • • •

Retirement Investments Inheritance tax planning Property purchase, refinance and equity release Life assurance & family protection Income protection Critical illness protection Long term care

But, more than that, we’re working to be a business you’re proud of and that you want to work with. As a Certified B Corporation, we’re committed to using our company to improve the lives of not only our clients and staff, but also our communities and those who surround us. We ensure we treat our suppliers and partners fairly, we only deal with appropriate people and organisations, and that we work sensibly and sustainably to protect the world we live in.

7

English Mutual House 22, The Tything Worcester WR1 1HD 01905 954481 conversations@bespoke-advice.com

London Office 85 Gresham Street London EC2V 7NQ 020 3713 1790 conversations@bespoke-advice.com

As a Certified B Corporation we’re part of a growing global movement dedicated to using business as a means of making the world a better place. We believe in looking beyond profit and use Bespoke Advice to improve the lives of both our clients and our employees, to benefit and help our communities and to protect and preserve our beautiful planet.

You can find out more about the B Corp movement at www.bcorporation.net.

Bespoke-Advice Ltd. is authorised and regulated by the Financial Conduct Authority. FCA no: 616019. Bespoke-Advice Ltd. is registered as a limited company in England & Wales: 08754524. Registered Office: English Mutual House, 22 The Tything, Worcester WR1 1HD.