About Bespoke Wealth

At Bespoke Wealth we provide first class service to our clients by helping to build and manage their financial plan and goals.

We work in partnership with our clients with integrity, professionalism, and expertise, offering advice in a wide range of services, each tailored to the changing needs of our clients.

The areas we specialise in include: Retirement Planning, Investments and Wealth Management, Savings, Inheritance Tax Planning, Income and Capital Gains Tax Planning, Mortgages, General and Business Insurances.

We work hard to keep updated with products and providers, changing legislation, market conditions and investment strategies in order to provide our clients with the best recommendations for their unique circumstances now and throughout the duration of our relationship.

HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.

Money-growth

Meet the Bespoke Wealth Team

Casey Graham

Casey Graham

DipPFS, Cert CII(MP&ER), B.Ed
Financial Adviser

Brian Barr

Brian Barr

DipPFS
Financial Adviser

Catriona Wyeth

Catriona Wyeth

Paraplanner

Menu