Passing down wealth

Estate planning is a crucial step in ensuring your family's future security.

Preserve your legacy

As you grow older, the desire to better your family’s life becomes even more apparent. You’ve worked hard to live a comfortable life and have financial security, and you want your loved ones to benefit.

Begin your estate planning journey with us to ensure your wealth reaches your loved ones exactly as you intend. By planning early, you can work closely with our team to protect your assets from heavy Inheritance Tax and provide a secure future for your beneficiaries.

The route to a peaceful financial future

People come to us to get their estates in order for many reasons, such as business sales, significant life events, or divorces.

We will push you to make the right decisions and do what’s right for your family. We’ll discuss any options, including trusts, gifting and other ways to minimise Inheritance Tax when you’re no longer here. Rest assured, our expertise ensures your legacy is preserved and your loved ones are well cared for.

How it works

These are the five steps we will take together to ensure financial freedom.

Your journey with us

Our happy clients

Over the years, we've earned a stellar reputation for always delivering. But don't just take our word for it – hear directly from our clients.

960%

of clients would recommend us to family, friends or colleagues

960%

believe working with us has helped or will help achieve their goals and objectives

990%

are satisfied with the speed of response from our team

    
 
 
      Posted on Google  
   
   Antonia Rodriguez 
 535 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Alex Kirkpatrick was  very genuine , pragmatic and down to earth, and the guidance shared made sense.  Plus a very reasonable approach to engaging with you.  Would recommend.
  
 
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   Peter Cuff 
 671 days ago
 
 
 Trustindex verifies that the original source of the review is Google. We were most impressed with Jacqueline Brown of Bespoke Independent Advisors Limited. Advice was needed regarding tax implications around 'gifting and inheritance' She thoughtfully, took us through the implications and detail. Clearly very knowledgeable she was also sensitive when listening to our needs and concerns. A delight to deal with. We recommend her without reservation.
  
 
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   TC Bourt 
 699 days ago
 
 
 Trustindex verifies that the original source of the review is Google. I can highly recommend Alex at Bespoke IFA, who is not only a very nice person, but is incredibly knowledgeable and helpful.  Both Alex and Sarah in the administration team have been very proactive and the whole team when visiting are very cheerful and I feel confident with their advice. I was looking for financial advice after an annual statement I received from a company pension scheme showed my pension was not performing at all well (last year my investments regressed badly), the administrators were nigh on impossible to get hold of and I could not get information on how my pension was invested. Alex met with me, answered all my questions, gave me detailed information on investment pathways and pension projections and I decided to move my pension.  The transition from the company pension scheme (Capita) was incredibly painful, I had to jump through multiple hoops and the process was incredibly slow.  BIFA and Nucleus kept chasing and eventually my pension was moved. I couldn’t be happier, in the month my pension has been in its new home, half the set-up fee has been regained on my investments.  Not only am I able to look at my pension information in Nucleus’ on-line portal, but I can also contact Alex, ask for information, and receive detailed answers.  I will be working with Alex and BIFA for all my future financial advice.
  
 
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   Carlie Hinxman 
 738 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Had a really great experience with Alex Kirkpatrick at BIFA, he really helped guide us on the right path thinking ahead to the future. Would highly recommend
  
 
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   Fiona O'Kane 
 797 days ago
 
 
 Trustindex verifies that the original source of the review is Google. We would thoroughly recommend David and Bespoke to anyone looking for financial advice - he had a very detailed approach but made his, sometimes complicated, recommendations in a clear way, easy for us the layman to understand!
  
 
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   Annabella Barker 
 811 days ago
 
 
 Trustindex verifies that the original source of the review is Google. I contacted Bespoke for some help getting started with a private pension. Alex was brilliant, he really helped to demystify the process and gave practical guidance. Highly recommend.
  
 
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   Miya A-Rahman 
 901 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Andy was recommended to me and I'm incredibly grateful for it. Whilst I didn't get the answer I'd hoped, Andy explained the scenarios in depth, made me see different angles and gave me some extremely helpful advice. Knowledgeable, thorough and honest, I really appreciated this. He took the time to follow up with an email to summarise what we had discussed. Thank you Andy! I would be more than happy to recommend and will definitely be using in future when needed.
  
 
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   Steve Pitt 
 906 days ago
 
 
 Trustindex verifies that the original source of the review is Google. I was introduced to Bespoke by a colleague at work. I know that he would have researched them before starting to work with them so I was comfortable to engage them to look after my pension needs. I have been with them for a number of years now and they have exceeded my expectations. I would definitely recommend David and his team.
  
 
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   Mike Griffiths 
 906 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Bespoke have taken care of our finances for a number of years and I am very pleased with the service I receive, special mention for Alex Kilpatrick and the team who have all been very professional and attentive to all our needs. Edward Michael Griffiths
  
 
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   Duncan Steele-Bodger 
 915 days ago
 
 
 Trustindex verifies that the original source of the review is Google. I can highly recommend Paul, David and the team at Bespoke. They have provided professional and timely assistance with my pension planning. As I start my retirement it is good to know that they are available to provide financial guidance and support.
  
 
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   Lauren Arthur-Davies 
 920 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Alex and the team at Bespoke have gone above and beyond to provide excellent advice across a range of financial matters for me and my family. They have a very considered, detailed approach to advising clients and I've consistently felt confident in the service they provide. Would recommend.
  
 
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   Matt Garrett 
 1033 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Alex was very understanding and went to a great deal of effort to help and give recommendations on my father's recent health issues and care home costs. Considering I was not even a customer in the first place Would highly recommend
  
 
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   Igi Miftari 
 1191 days ago
 
 
 Trustindex verifies that the original source of the review is Google. We have been dealing with Andy at Bespoke IFA. We have presented Andy with a lot of information on morgage, accounts and specifically on pensions. Andy has provided advice on every point to the highest standard, clearly, professionally and outlined each step for us to take. Andy has been very approachable, knowledgable and supportive throughout the process. I could not recommend them enough. Super lucky to have found Andy and Bespoke IFA.
  
 
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   Shoushan 
 1199 days ago
 
 
 Trustindex verifies that the original source of the review is Google. David is very friendly and easy to talk to. He has been very informative about the different pension options available for me to meet my retirement plans and I left our meeting with several good pointers on next steps. His knowledge and passion for pensions really shows and that gives me a lot of confidence in the advice he's given. He gave more time than was allocated and I really appreciate that.
  
 
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   Fiona Potter 
 1526 days ago
 
 
 Trustindex verifies that the original source of the review is Google. We would highly recommend Bespoke. In the last year they have restructured our pension arrangements and have been organised and transparent throughout. We have been extremely well looked after by Austin and benefited from his technical knowledge and proactivity  as well as the considerable experience and expertise of Bespoke’s owner Paul. Both of them have supported us as we make some key decisions in the run up to retirement and we feel confident in working with them both now and in the future.
  
 
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   Louise Crowley 
 1587 days ago
 
 
 Trustindex verifies that the original source of the review is Google. A hugely professional team of advisers who really take time to understand your needs and walk you through the options available. Highly recommended.
  
 
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   John Rogers 
 1664 days ago
 
 
 Trustindex verifies that the original source of the review is Google. I find that the advice given has proved sound over the last 5 years despite a lot of unknowns we have had to to deal with. I have been treated sensitively, respectfully and professionally.