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About Us

About Us
by bespoke

Bespoke Independent Financial Advisers (IFA) have been providing expert financial advice since 1995 in Surrey and Berkshire, and while the company has advanced over the years, our ambitions have remained exactly the same as it was when we opened the doors 24 years ago: to serve our clients as best as we can.

As a people-focused company, we take pride in establishing close relationships with our clients – relationships that we treasure so dearly. In fact, we believe there’s no other way we could provide the services we offer, without getting to know our customers in a more detailed manner.

We strive to provide professional holistic financial planning for the long-term, and to achieve that we need to ensure that the bonds we hold with our clients are strong. We are proud that many of our clients have been with us for over 20 years, through the full range of meaningful life events.

bespoke ifa office
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Our Vision
To build a holistic financial business based on the principles of truth and honesty, by creating a strong lasting relationship with our clients based on trust. Our goal is to achieve the best outcome for our clients, and we work hard to deliver what we promised by continually challenging our thinking and the financial outlook.

What makes us different?
We are proud to be different from most financial businesses and advisers – it’s what makes us, us! At Bespoke, everything we do is carefully designed to provide our clients with the best advice and service. Our teams’ passion and commitment to deliver the most reliable, trustworthy and highest-quality service is what empowers our clients to achieve their life’s ambitions and goals.

But what makes us Bespoke, is our love for feedback. At Bespoke, we are constantly seeking our team’s, clients and partners feedback in order to improve our business. We perform regular reviews to our system and processes in order to maximise productivity and service procedures.

We focus on: You, Your Life and Your Future

Many people have life goals and dreams, but without proper planning, a goal is just a wish. At Bespoke we help you achieve your goals through expert and professional advice. We listen to our needs, hopes and dreams. We understand your past and current financial situation and formulate a plan, using holistic techniques, that enables you to work toward your ambitions. Using a holistic approach to design your financial journey will allow us to plan and prepare for all possible financial scenarios, as opposed to focusing only on a specific component.

Experience and Knowledge

No matter how complex your business questions, we have the capabilities and experience to deliver the answers you need to move forward.

We have brought together a bespoke team of carefully selected individuals with the skills, knowledge and experience needed to provide you with clear, considered and excellent advice and service.

With a wealth of experience in the financial services sector, our team have seen the full spectrum of economic scenarios – both good and bad.

Paul Francis Headshot

Paul Francis

Principal & Independent Financial Adviser

Roger Graham Headshot

Roger Graham

Head of Operations

Steve Yeates Headshot

Steve Yeates

Finance Manager

Shilpa Kadagad Headshot

Shilpa Kadagad

Paraplanner

Jessica Elliott Heashot

Jessica Elliott

Paraplanner

Paul Drage Headshot

Paul Drage

Chartered Financial Planner

David Wilson Headshot

David Wilson

Independent Financial Adviser

Graham McLauchlan Headshot

Graham McLauchlan

Independent Financial Adviser

Tim Nunan Headshot

Tim Nunan

Independent Financial Adviser

Andy Dixon

Independent Financial Adviser

Terry Bignall

Independent Financial Adviser

Fiona Frawley

Administrator

Austin Flood

Assistant Administrator

Alex Kirkpatrick

Assistant Administrator

As independent financial advisers, our advice is based upon a comprehensive and fair analysis of the entire financial services market and products, meaning that our clients are receiving advice that is truly Bespoke, unbiased and personalised.

Our expert team help individuals and small companies to achieve their financial goals by delivering strategies with breakthrough value. Our people know how to anticipate, collaborate, innovate and create opportunity from every event – even from the unforeseen obstacle.

Our dedication to our core values of trust and high-quality service extends beyond our clients and the commercial marketplace to our own organisation and the communities where we work and live.

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