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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*The services promoted here are not part of the Openwork offering and are offered in our own right. Openwork Limited accept no responsibility for this aspect of our business. These services are not regulated by the Financial Conduct Authority.
“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.”
“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
Owners of Tribal Branding, Comber
“We have worked with AnnMarie for 12 years now and could not recommend her more highly. We have benefitted from her expert advice and guidance and always find her extremely professional, approachable and diligent.”