Plan | Save | Grow

With Bespoke Wealth

Bespoke Wealth will help you take control of your financial future

At Bespoke Wealth we pride ourselves in providing first class service to our clients by helping to build and manage their financial plan. We create a partnership with our clients and work with integrity and professionalism, offering advice in a wide range of areas, each tailored to the changing needs of our clients.

The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.

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Money may not buy you happiness, but it certainly gives you options! We help clients PLAN for financial independence, SAVE for their different goals and aim to GROW their wealth over time. Book your complimentary financial review with one of our advisers now.

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Wealth Services

*The services promoted here are not part of the Openwork offering and are offered in our own right. The Openwork Partnership accept no responsibility for this aspect of our business. These services are not regulated by the Financial Conduct Authority.

Testimonals

“I’ve been extremely impressed with the service that Casey delivered. After a death in the family, we needed advice on investments and saving options. During this difficult period Casey was just fantastic to deal with. Nothing was too much trouble and she went over and beyond what was expected. We received advice, support and endless professionalism.”

Keith Stephenson

“Peter and I decided it was time to “act our age” and begin to plan for the future. Part of this involved setting up pensions. We had no idea how to go about this, but Casey was able to take us under her wing. When we met, she made sure she understood where we were with our business and what we required at this stage of our lives. She found the product that suited and had it set up in no time. I trust Casey fully to deal with our financial affairs and would recommend her to anyone needing financial advice.”

Claire and Peter Shields, Tribal Branding – Comber

“I recently entrusted my pension pot to Casey, not only is she very caring, considerate and an excellent communicator, she is also very trustworthy. I felt like I was her only client, that’s the level of service she provided. I can’t recommend Casey highly enough if you have a pension investment, as she will help you make sense of it and manage you through to a brighter outlook for your retirement.”

Simon Huntley, Momentum Group

“I approached Casey for help on the back of a complicated divorce with more financial questions than answers, and my head in a bit of a muddle. I always found her to be very professional and knowledgeable, she took time to explain all the options, and her calm and positive attitude helped take the stress out of a very difficult situation. She took all my problems and made them hers, and without question my financial future looks so much brighter than it did. I can’t thank her enough.”

Kenneth Fleck
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