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.
Scott A Lavis Dip PFS Cert CII (MP & ER) CeLTM
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 email@example.com
Carl Lavis APFS, Certs CII(MP & ER), SoWW
Chartered Financial Planner
Carl joined us in 2004 and has over 14 years experience in the financial services industry. 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 has achieved the Level 6 Advanced Diploma in Financial Planning and is our
Chartered Financial Planner & Pension Transfer Specialist. 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.”
Greg Probert Dip PFS, SoWW
Greg joined in 2013 after a decade of advising and looking after his clients at HSBC and latterly Santander. He is always meticulous in his analysis of his clients' needs, always taking the time to research solutions and presents in a highly professional manner whilst maintaining a good, continuous relationship with his clients.
Having achieved Level 4 Diploma, Greg is now on his way to becoming chartered in order to build on the professional service he offers his clients.
"I take the time to really get to know my clients, their aspirations for the future and their priorities in order to provide the best possible advice for them now and in the future. I ensure that I deal with my clients ethically and at their own pace."
To contact Greg - Phone 07914 792378 - Email - Linkedin profile click here
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Richard Wreford Dip FA, SoWW
Richard has spent 30 years in the insurance industry and joined Bespoke Financial as an adviser in 2007.
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
Matt Ling Dip FA, SoWW
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, protect and increase their financial assets. I take my position of responsibility extremely seriously and enjoy my work immensely. ”
To contact Matt - Phone 07791 047076 - Email
Bradley Clarke Dip FA, SoWW
Brad joined Bespoke Financial Guidance in 2017 after a very successful stint overseas working in financial services.
Prior to this, Brad was a Royal Naval Officer after graduating from Cardiff University with a Business and Economics degree.
Brad is very detailed, pragmatic and openly honest in his approach and believes that proactive communication is the key in developing long lasting relationships.
He is Level 4 Diploma qualified and is working towards chartered status now that his business is firmly rooted in the U.K.
"I have a wealth of experience with all walks of life and feel excellently placed to manage my clients financial aspirations whatever they may be".
To contact Bradley - Phone 07495 328329 - Email
Mortgage and Protection Consultant
Derek has served and worked in the Financial Services industry for many years and joined Bespoke Financial Guidance Ltd in 2018. Derek enjoys looking after his clients financial affairs and now concentrates solely on mortgage and protection matters. Derek is based in Plymouth and works with his wife Sue and aims to deliver an efficient service to his clients throughout the UK.
To contact Derek - Phone 07815 323660 - Email
Jordan joined Bespoke in January 2014. Impressing after only a few days of volunteer work experience, he quickly became an integral member of the practice. Now responsible for managing the administration team and their workflow; Jordan has implemented a number of internal processes designed to maintain the speed, efficiency and quality that is paramount to the business. Jordan also specialises in dealing with the adviser’s complex cases whilst maintaining an efficient and effective service to our clients.
To contact Jordan - Phone 01392 829340 - Email
Matthew joined in 2015 providing unparalleled level of support to clients and every adviser in the firm forming an integral part of the office operations. He prides himself in a friendly and efficient service to both our clients and advisers.
To contact Matthew - Phone 01392 829340 - Email
Bradley Lavis, SoWW
Bradley joined Bespoke in February 2016 and strives to develop his knowledge and experience to offer both advisers and clients a superior level of support. He is empathetic to clients needs and is also progressing quickly with his professional qualifications to further build on the skills he brings to the team.
To contact Bradley - Phone 01392 829340 - Email firstname.lastname@example.org
Along with Derek, Sue joined Bespoke Financial Guidance Ltd in 2018 and has worked with Derek for over 25 years in support and administration. Her knowledge and experience in the mortgage market provides excellent support to Derek in delivering a first class service to clients throughout the UK.
To contact Sue - Phone 01752 768000 - Email email@example.com
Sophie joined Bespoke in June 2018. As part of her studies at Exeter College, Sophie completed work experience at Bespoke Financial Guidance Ltd. She subsequently joined and has now become a full time valued member of the administration team, working with the Financial Advisers. Sophie has begun studying for her financial examinations, and has aspirations to become a fully qualified Financial Adviser with Bespoke.
To contact Sophie - Phone 01392 829340 - Email firstname.lastname@example.org