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  7. Bespoke-Advice

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
FCA verified
23rd April 2018
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
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
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Meet our advisers
adviser-person
Kevin Worrall
Chartered Financial Planner
Accreditations
Chartered Financial Planner
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
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

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
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

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