Dorna House Two
Guildford Road, West End
Surrey, GU24 9PW
Frequently asked Questions
These are just some of the most common questions we get asked. For anything else, please contact us via telephone or email address – we would be delighted to help.
What do you mean by holistic approach?
We strongly believe that focusing on one area or a limited part of your financial position can lead to problems in the future and miss valuable opportunities. Therefore, we prefer to see the full picture and achieve the best overall outcome for our clients.
What makes your financial projections special?
Through the use of our own cash flow planning and pension transfer analysis software, we are able to map your financial journey and deliver a plan that is tailored to your lifestyle, in order for you to achieve your financial goals. The owner of Bespoke has been an IFA for over 30 years, and a trained Accountant before that, and has developed his own software that can be adjusted at any time to suit any situation.