Bespoke Financial Guidance Ltd

Restricted - Whole of Market  7 & 8 Oaktree Place, Exeter, Devon, EX2 8WA
First meeting at adviser's own cost
Working with individuals, families & business owners to help them understand and achieve their financial goals.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Unit trusts
check
Lump sum
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Buildings and contents
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Large business
check
Life insurance
check
Small business
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Group Protection/Life Insurance
check
Group critical illness
check
Group life insurance
check
Group risk
check
Long term care
Response rating
9.1/10
check
FCA authorised
Last authorised 21st September 2020
Meet our advisers
Matthew Tonkin Dip PFS
Financial Adviser
About us

I am a Financial Adviser with Bespoke Financial Guidance Ltd and a passionate advocate of really getting to know my clients, to understand what they want to do and where they want to go. I have been in the industry since 2008 and have experience of working in a number of different firms, from large Wealth Management organisations, to Private Banks and Chartered Accountancy firms.

Our services

We specialise in the following areas:

-Pension Transfers & Consolidation
-Retirement Planning
-Inheritance Tax & Estate Planning
-Tax Efficient Savings & Investments
-Personal & Business Protection
-Auto Enrolment & Company Benefits

Where to find us
Head office address: 7 & 8 Oaktree Place, Exeter, Devon, EX2 8WA
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
9.1/10
check
FCA authorised
Last authorised 21st September 2020

Similar advisers near you

Independent Financial Adviser 0.97 mi
Friendly, Professional, Independent financial advice from local award winning people you can trust.
 
Independent Financial Adviser 1.01 mi
We are experienced professionals committed to providing unbiased and affordable financial advice.
 
Independent Financial Adviser 1.54 mi
One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
 
Independent Financial Adviser 1.57 mi
Privately owned and independently run, we provide highly qualified and unbiased financial advice for private and corporate clients.