We were pretty confused about our retirement and needed help understanding our pension paperwork, but everything suddenly made sense after our meetings here. We were advised not to do anything as our existing pension providers were able to give us what we needed. We were not charged a penny for this help, despite having three meetings at their cost. A lovely intelligent and well qualified team, and they make great coffee!
Tim was recommended to us by a family member. Myself & my partner had many questions and needed some advice about investing our money, Tim was very professional & answered all our questions and helped us easily understand the information given to us. I would highly recommend Tim to anyone looking for advice great service & very friendly!
Adam Wyrill was recommended to me by a mutual friend when I was trying to navigate my way through & simplify a number of legacy pensions accumulated over my working career. It was also a good opportunity to review my protection insurances & address any shortfalls in cover or funding. Adam conducted a thorough review & explained findings in a really clear & simple way enabling me to be feel fully informed, engaged & ultimately, very reassured that the right choices were being made. We now meet annually to ensure that plans for my future retirement remain on track. I value Adam’s professional expertise & have recommended him to several members of my family & friends as I have full confidence in his ability to engage with & arrive at the best outcome for each individual‘s specific circumstances.
We have been using Bespoke for a few years, and Tim has been amazing. He is very knowledgeable and always so helpful, always at the end of the phone and very professional. I would recommend using him, he has helped us with all our financial requirements. Very friendly and helpful company.
I had gotten to a point whereby I wasn’t sure how I could best grow the money I had saved. I met with Tim on several occasions to discuss options. He explained the range of possibilities in a clear and understandable way and answered my questions every step of the way. When arranging an investment he fitted around me to suit my schedule. The knowledge shared was invaluable and helped me to make an informed decision to suit my circumstances. Top quality advice along with clarity and documentation and resources that were digestible. Any concerns I had were alleviated by Tim and backed up with examples / data / research.
We were quite “nervous” with regards pensions, as it’s such a minefield, but Tim changed that, and has put our minds at ease. In our meetings, we were asked what we wanted, and felt we had been listened to, with everything talked through and explained thoroughly, every step of the way. From the outset, and to date, the service has been superb.
My husband and I got in touch with Tim to arrange an appointment. He was able to fit us in quickly. Very friendly but professional too. Discussed our needs and answered any concerns fully and was able to set up our plans swiftly. Would definitely recommend to others.
Very efficient co. who make financial matters, my personal pension very easy to understand for someone who has never delved into the financial world.
They’re always understanding and I must say always there almost immediately to take my phone calls and solve any queries I have.
He has made a daunting and complex process incredibly simple. I cannot praise his professionalism and patience enough. I would highly recommend Bespoke Private Clients.
After receiving details of my transfer value from my defined benefit scheme, I approached Tim for advice on the suitability of a transfer to a defined contribution arrangement. Tim provided detailed information on the pros versus cons of transferring and kept me informed at every stage of the process, along with giving me a clear description of SJP’s very active fund management. Highly recommended for someone considering a transfer, as both Tim and SJP are very thorough in determining whether a transfer from a defined benefit scheme is in your best interests.
Bristol based Financial Advisors and Pension Transfer Specialists.
Providing Financial Advice with the security and peace of mind that can only come with being backed by a FTSE 100 listed company.
Talk to us about Pension Planning, Retirement Planning or your Investment Planning needs.
Knightwood Court, Mead Road, Bristol, BS34 8PS