Bespoke Independent Financial Advisers Limited

We're absolutely delighted to announce that four of our advisers here at Bespoke Independent Financial Advisers have been named Top Rated Advisers in the 2025 VouchedFor Top Rated Guide, featured in The Times! This guide showcases the UK's top financial advisers and planners, as chosen by the people who matter most: our clients! We’d like to say a huge “well done” to David Wilson - Managing Director and Financial Planner, Andy Dixon, Alex Kirkpatrick - Chartered Financial Planner, and Jacqueline Brown. We’re extremely proud of the hard work and dedication from our incredible team, and the trust and support of our valued clients.

Late last year we decided that we wanted to do more to support our local community so, with help from our friends at The Yardstick Agency, we decided to launch our charity referral incentive. In order to select a charity to support as part of this incentive we reached out to clients, professional connections and staff to ask if they would like to put forward any suggested charities. We now have a shortlist of four fantastic charities but we need to wittle it down to just one. We have put up a poll on our website that anyone can vote on so if you want to support any of the below listed charities or want to know more about our incentive then please feel free to follow the link below and vote; Building for the Future Bisley & West End Foodbank The Cowshed Woking & Sam Beare Hospice and Wellbeing Care https://lnkd.in/euCqQQWW

Exciting times ahead at Bespoke!

✨ The Overlooked Financial Asset: Emotional Resilience ✨ In this week's article we look at how building emotional resilience isn't just good for your mental health, it can also improve your financial well-being. The daily stresses of life can derail many of your life goals and that includes your financial goals. By building greater emotional resilience you will find it easier to navigate these stresses, make better decisions in times of stress and ultimately keep you on track to achieve those goals. https://lnkd.in/eaQDbtQD

🌟 New Year, New Goals? 🌟 January is typically a time for setting new goals and objectives, those goals might relate to fitness, general health, further education or a myriad of other areas of your life. Have you ever considered how having these goals might affect your financial decision making? Goals and objectives play a major part in how we support our clients in getting as much utility from their finances as possible but they also help to keep financial decision making focused on the longer term and avoid knee jerk reactions. This article helps explain how and why that is the case. Let us know what you think in the comments. https://lnkd.in/eA5xRrYE

🎉 𝟮𝟬𝟮𝟰 𝗮𝘁 𝗕𝗲𝘀𝗽𝗼𝗸𝗲 𝗶𝗻 𝗡𝘂𝗺𝗯𝗲𝗿𝘀 🎉 This year has been incredible for us at Bespoke! Here are some of our highlights: • Welcomed 𝟭𝟰 𝗻𝗲𝘄 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 on board. • Celebrated 𝟭 𝗮𝗱𝘃𝗶𝘀𝗲𝗿 achieving Chartered status. • Recognized 𝟯 𝗶𝗻𝘁𝗲𝗿𝗻𝗮𝗹 𝗽𝗿𝗼𝗺𝗼𝘁𝗶𝗼𝗻𝘀. • 𝟮 staff members achieved their 𝗟𝗲𝘃𝗲𝗹 𝟰 𝗱𝗶𝗽𝗹𝗼𝗺𝗮𝘀. • Staff members successfully passed 𝟭𝟯 𝗲𝘅𝗮𝗺𝘀 overall. • Received 𝟭𝟬 𝟱-𝘀𝘁𝗮𝗿 𝗿𝗲𝘃𝗶𝗲𝘄𝘀 on Google. • Collected 𝟰𝟳 𝗿𝗲𝘃𝗶𝗲𝘄𝘀 on VouchedFor (average score 4.9 out of 5). • Sent out 𝟭𝟲 𝗻𝗲𝘄𝘀𝗹𝗲𝘁𝘁𝗲𝗿𝘀 to our clients and connections. • Launched 𝟭 𝗻𝗲𝘄 𝘄𝗲𝗯𝘀𝗶𝘁𝗲. Thank you to our amazing team and clients for making this year so successful. Here's to even greater achievements in 2025. Merry Xmas and a Happy New Year to all! 🎅

🎊 New website launch! 🎊 After many months of work we are pleased to announce that our new website has launched! Your website is your shop window and is, more often than not, the first part of your business to make an impression on people so we knew ours needed a refresh and we could not be happier with how it turned out. Big thank you of course goes out to the team at The Yardstick Agency for producing our new website, we couldn’t have done it without you. Please take a look if you’ve got five minutes to spare whilst drinking your morning coffee (link in the comments), our back catalogue of blog articles are on the site so you may even find out something interesting to start your week!

💷 Your financial plan doesn't have to be just for you 📋 Having a financial plan can have benefits that reach far beyond yourself and your lifetime, but does it really have to wait until you're gone for it to help those that mean the most to you. In our latest article we discuss not only how a financial plan can help your legacy to be passed on both tax efficiently and in the manner you want but also looks at how gifting during your lifetime could create benefits for your loved ones that you'll get to enjoy with them. Article link in comments below and as always we'd love to hear what you think 😊

💰 There's no such thing as "too early" for retirement planning 🏖️ Have you ever found yourself saying "I've got decades until I retire it'll be fine" or "I've got loads of time to sort out my pension"? If so, this article needs to be on your evening reading list. In our latest article '5 smart reasons why retirement planning should start in your 30s and 40s' we look at the major benefits of considering your retirement planning sooner rather than later including potentially retiring earlier than you thought. Don’t miss out on our weekly posts here on LinkedIn, where we share a selection of articles from our blog series. You can find all this month’s articles on our website, or if you want to receive our articles as soon as they’re published, subscribe to our monthly newsletter by sending an email to info@bespokeifa.co.uk. We’d love to hear your thoughts in the comments! #FinancialPlanning #RetirementPlanning #RetireEarly #FinancialWellness https://lnkd.in/efb2STNZ

🌟 ⚓ Unlock Financial Clarity: Overcome Anchoring Bias! ⚓ 🌟 Anchoring bias is a cognitive phenomenon where we rely too heavily on the first piece of information we receive, impacting our financial decisions. This bias can affect both daily spending and long-term investments, such as thinking a TV priced at £800 is a great deal just because it was initially seen at £1,000, or holding onto stocks based on outdated information. To reduce anchoring bias, it's important to recognize its impact, gather comprehensive information, question initial impressions, seek professional advice, and regularly review and adjust your strategies. Having a financial planner can be particularly beneficial, as they provide expert guidance, help you stay objective, and ensure your financial decisions align with your long-term goals. By being mindful of this bias, we can make more informed financial decisions and strive for financial clarity and success! 💪💼 Don’t miss out on our weekly posts here on LinkedIn, where we share a selection of articles from our blog series. You can find all this month’s articles on our website, or if you want to receive our articles as soon as they’re published, subscribe to our monthly newsletter by sending an email to info@bespokeifa.co.uk. We’d love to hear your thoughts in the comments! #FinancialPlanning #AnchoringBias #InvestmentTips #FinancialWellness https://lnkd.in/exNEYTRn