Bespoke-Advice

Independent Financial Adviser  Progress House, South croydon, Greater london, CR2 6AN
First meeting at adviser's own cost
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
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Response rating
7.0/10
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FCA authorised
Last authorised 23rd January 2020
Meet our advisers
Kevin Worrall
Chartered Financial Planner

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.

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

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

Accreditations
Chartered Financial Planner
What our clients say
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
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
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
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.

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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

Where to find us

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

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 23rd January 2020

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