Bespoke-Advice

Independent Financial Adviser Progress House, 404 Brighton Road, South Croydon, Surrey, CR2 6AN

First meeting at adviser's own cost

Response rating

7.0/10

8th July 2019

Kevin is a Fellow of the Chartered Institute of Insurance universally regarded as the premier qualification in the insurance industry.

We can advise you on

Business
- Employee benefits
- Group pensions
- Group protection
Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Socially responsible investments
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Savings
- Lump sum
- Regular savings
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax

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Meet our advisers

Kevin Worrall

Chartered Financial Planner

Qualifications & Accreditations Hide qualifications

G60 - Pensions (CII)

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

AF3 - Pension Planning (CII)

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

Chartered Financial Planner (CII)

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

Accreditations

What our clients say

Kevin helped me to understand my options with regards to drawing an income from my pension. Would be happy to recommend him to others.

Terry Ward, Addiscombe, Croydon

I was looking to invest a lump sum for the long term. Kevin took the time to understand my objectives and concerns and provide a recommendation I felt comfortable with.

David Freeborn, Brighton

Having a young family I was concerned about protecting my partner and children in the event of something happening. Kevin highlighted the key considerations and provided a cost effective solution to my needs.

Alex Cerny, Harrow

Where to find us

Progress House, 404 Brighton Road, South Croydon, Surrey, CR2 6AN

Make an enquiry

About us

At Bespoke-Advice our sole objective is to provide you with good advice and a great service.

We understand that no two people have the same circumstances or experiences and take care to tailor our advice to your individual needs and requirements.

We believe that your understanding is a key part of the advice process. We want you to know exactly what we have recommended, why, and what the risks are. For this reason, we will always take time to explain and clarify our advice.

Our services

We are committed to providing the highest standard of financial advice and service. Your interests are very important to us.

In providing our advice and services to you, we will:

• Be open, honest and transparent
• Not place our interests above yours
• Communicate clearly, promptly and without jargon

Compliance

Bespoke-Advice is authorised and regulated by the Financial Conduct Authority (FCA). Bespoke-Advice Limited is entered on the Financial Services Register under reference 616019. Registered in England and Wales as a limited company. Registration Number 08754524. Registered Address: 6 Manor Park Business Centre, Mackenzie Way, Cheltenham, GL51 9TX

Make an enquiry Request a call back Show number Recommend to a friend

We can advise you on

Business
- Employee benefits
- Group pensions
- Group protection
Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Socially responsible investments
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Savings
- Lump sum
- Regular savings
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax

Advice methods

Telephone
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Free pension healthcheck Select

Preferred clients

Minimum wealth (income/assets)

£20,000

Minimum pension value

£20,000

Website

Compliance

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Contact options

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a call back Show number Recommend to a friend

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