Bespoke Financial Guidance Ltd

At Bespoke Financial Guidance Ltd we have always, and will continue to provide professional financial advice to all our clients. As a result they are happy to do business with us and to recommend Bespoke Financial Guidance Ltd to their family and friends.

 

We will continue to develop our expanding structure in a professional and ethical manner.

 

We will agree and maintain ongoing working relationships with our clients and always treat them fairly by following a personally tailored and agreed servicing schedule.

 

At Bespoke Financial Guidance Ltd we will carry out what we say we are going to do. We will keep clients informed of all relevant circumstances and expect advisers and employees to act promptly, politely, professionally and ethically on all their dealings with clients.

Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.

 

Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.

Scott A Lavis Dip PFS, Certs CII (MP & ER), CeLTM, Aff.SWW

Financial Adviser

 

Scott has enjoyed looking after his clients for the last 20 years. He is very passionate about the industry and takes great care with his clients and their financial planning.

He invests a large amount of time with his clients to understand their needs ensuring that he continues to provide them with a high level of financial planning advice.

"I look to provide my clients with the greatest possible service, building on the relationship over time to stay close to what is important to them and any changes that present themself."

 

To contact Scott - Phone 07932 163376 - Email scott@bfgltd.co.uk

 

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Carl Lavis FPFS, Certs CII (MP & ER), Aff.SWW

Chartered Financial Planner

 

Carl joined the financial services industry in 2004 and he has assisted with the growth of Bespoke Financial due to his enthusiasm and belief in the service he provides. He has a passion for relationship based financial advice and invests a considerable amount of time and effort with his clients to ensure they are achieving their financial planning goals and aspirations.
Carl is a Fellow of the Personal Financial Society and has achieved the Level 6 Advanced Diploma in Financial Planning. He is our Chartered Financial Planner & Pension Transfer Specialist and he deals with all areas of financial planning including Pensions, Investments, Equity Release and Long Term Care.

 

“During my years with Bespoke Financial I have enjoyed providing my clients with a high level of professional advice, service and support making complex areas very simple to understand.”

 

To contact Carl - Phone 07766 494397 - Email – carl@bfgltd.co.uk Linkedin profile click here - Follow - @Carl_Lavis 

Richard Wreford Dip FA, Aff.SWW

Financial Adviser

 

Richard has spent 30 years in the insurance industry and joined Bespoke Financial as an adviser in 2009.

He has previously worked for London and Manchester and Friends Provident in Exeter and provides his clients with all aspects of financial advice.

Richard has achieved the Diploma level 4 qualification required by all investment advisers by 2012. He uses this knowledge to help his clients achieve their financial goals in a relaxed, friendly and easy to understand way.

Richard enjoys helping people of all ages and strongly believes in the value of a long term financial planning relationship with his clients, based on trust and integrity.

 

To contact Richard - Phone 07976 828481 - Email richard@bfgltd.co.uk

Matt Ling Dip FA, Aff.SWW

Financial Adviser

 

Matt joined us in 2017 and is based predominantly in the Southwest. Matt takes great pleasure in meeting clients and putting in place appropriate solutions to meet their financial objectives.  This is a second career for Matt, having served for over 20 years in the Royal Navy.  He brings with him refined analytical skills that enable him to respond positively to  client’s ever changing circumstances. 

“It is both my duty and privilege, to help my clients understand and protect their financial assets. I take my position of responsibility extremely seriously and enjoy my work immensely. ”

 

To contact Matt - Phone 07791 047076 - Email mattling@bfgltd.co.uk

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Jonathan Hinton  Dip FA CeMAP CeRER

Financial Adviser


Jon joined Bespoke Mortgage Guidance Ltd as a Mortgage and Protection adviser in August 2017 and moved to Bespoke Financial Guidance Ltd in 2020 after successfully completing his Financial Advisory examinations.

Jon has clients throughout the South West of England and receives many compliments and thanks from his existing clients for being thorough and friendly.

“I like to take my time to ensure my clients fully understand their circumstances and our mutually agreed recommended solutions and build a long term relationship based on trust and guidance”.

To contact Jon – Phone 07890 317665 – Email jon@bfgltd.co.uk

Bradley Lavis, Dip FA Cert CII (MP & ER) Aff.SWW

Financial Adviser

“Bradley joined Bespoke Financial Guidance Ltd in 2016 and successfully completed his Diploma examinations. Bradley is continuing his studies to develop his knowledge further, and looking to achieve Chartered status in the near future.

 

Bradley has clients throughout the South West of England and receives many compliments and thanks for his friendly, polite and detailed advice. His intention is to ensure all new and existing clients fully understand the advice provided and are comfortable with the journey they will embark together.

 

“I am friendly towards my clients and ensure everything is fully explained, so that all my clients understand their future objectives.”

To contact Bradley - Phone 01392 829340 - Email bradley@bfgltd.co.uk

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Naomi Lavis

Office Manager

Naomi joined Bespoke Financial Guidance Ltd in 2019 and brings with her a wealth of experience in management and client relationship. Naomi is thorough and able in all what she does and is studying to become an authorised Financial Adviser within Bespoke Financial Guidance Ltd.

To contact Naomi – Phone 01392 829340 – Email naomi@bfgltd.co.uk

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Sasha Arnold

Operations Manager

Sasha joined Bespoke Financial Guidance Ltd in 2019 as part of the future growth and development plan for the company. Sasha works alongside Scott and whilst liaising directly with the advisers and the administration support teams.

 

“Quite simply my job is to make sure we provide exceptional service to all of our clients, with the least fuss, with the biggest smiles and in the most effective way.    I am mum to two daughters, an errant Jack Russell – Billy and an exceptionally rotund cat, Sena.   When I can, I like to walk along Sidmouth beach counting my blessings and admiring the exceptional beauty of the Devon coastline”.


To contact Sasha – Phone 01392 829340 – Email sasha@bfgltd.co.uk 

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Philip Hunt 

Phil joined Bespoke Financial Guidance Ltd in March 2020 having spent much of his 28 years in Financial Services as a Partner with Medical Money Management, a National IFA firm. He has worked with many of his clients for over 20 years and has a very loyal following. Over the years he has specialised in investment planning and inheritance tax mitigation utilising a variety of solutions to meet his clients' needs and their aspirations.

 

'My objective has always been to ensure that I understand a clients needs and objectives and to work closely with them to also ensure that they understand the solutions being presented to them and to always be available to them to navigate any concerns that may arise during the course of their financial planning.' 
 

To contact Philip - Phone 07984 068077 - Email philiphunt@bfgltd.co.uk

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Billy the Dog

Client Relationship Manager 

 

”And finally this is Billy the office dog!!!! He greets all our clients, both new and old, with a wagging tail………..”