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Bespoke Financial Planning
Bespoke Financial Planning
Initial consultation free
Independent
"I found Louise to be a warm,friendly and genuinely attentive person who showed complete interest in me and my requirements"
We can advise you on
Clients
helped
12
Minimum
pension value
£500k+
Minimum
wealth
£500k+
Minimum
mortgage value
£0+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
MS Louise Pepper APFS
Director and Chartered Financial Planner
MRS Clare Cunningham
Financial Planning Administrator
What our clients say
a
Alistair
Louise took great care in fully understanding our requirements and provided a thorough analysis of all available options. Attention to detail was very re-assuring as everything was clearly summarized and qualified through every stage of the process. The research carried out is right up-to-date and gave us confidence to proceed knowing that everything will be actioned with our best interests in mind. Speed of response to any questions is very prompt and addresses any area of concern very effectively. It is clearly evident that Louise places great emphasis on keeping up with the many changes that are happening and we find her very dedicated and kind hearted.
g
Grant
After running my business for more than 22 years, a change in circumstances found me with a sum of money to invest. Even though I am used to making investments through my business, this was a different story. Louise Pepper to the rescue!Louise made me feel relaxed almost from the get go! Shes a good listener and I explained my personal and business situation. She made it all so simple and easy with some diagrams and explaining all in such a calm and confident way. What I thought might be becoming a nightmare soon seemed so straight forward. I would thoroughly recommend Louise to anyone.
a
Angela
We have been very impressed with the advice we have received from Louise. She has a friendly and professional approach, is quick to understand our needs and treats us as individuals not just numbers. She is very enthusiastic about her work and always approachable. We like the way she keeps us up to date with changes, for example how the latest budget will affect us.
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Peter
I have known Louise Pepper as a financial adviser for a number of years. When she started her own business as Bespoke Financial Planning I had no hesitation in transferring my funds to her company. As an individual, Louise Pepper is both personable and attentive. She demonstrates an understanding of your situation, appreciates your likely needs for the future and her ensuing financial advice is tailored to those facts.Her investment advice, in accordance with your desire for risk or otherwise, is well researched. She readily provides justification for any advice when requested to do so and is quick to follow up on any query that you may have. As an independent adviser she researched the market,not only to identify the best investment opportunities for me, but also to identify the best investment platform to minimise ongoing operating costs for me. In addition I found it comforting that any advice given by her company is also subject to external scrutiny by an independent body. I wish her well in growing her business and highly recommend her services.
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