Bespoke Wealth Management - Old

Address: St. Mary's Court, The Broadway, Amersham, Old HP7 0UT, United Kingdom.
Phone: 1494327417.
Website: bespokewealthmanagement.co.uk
Specialties: Financial advisor.
Other points of interest: Wheelchair-accessible car park.
Opinions: This company has 24 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Bespoke Wealth Management

☎️1494327417

⏰ Open Hours of Bespoke Wealth Management

Monday: 9 AM–5:30 PM
Tuesday: 9 AM–5:30 PM
Wednesday: 9 AM–5:30 PM
Thursday: 9 AM–5:30 PM
Friday: 9 AM–5:30 PM
Saturday: Closed
Sunday: Closed

When searching for expert financial advice tailored to your unique needs, Bespoke Wealth Management stands out as a premier choice. Located at St. Mary's Court, The Broadway, Amersham, Old HP7 0UT, United Kingdom, this distinguished firm offers personalized wealth management services that cater to a diverse clientele. For those seeking guidance, you can reach them directly at 1494327417. Their professional approach and commitment to client satisfaction are evident from their impressive online presence.

Bespoke Wealth Management boasts a commendable reputation, evidenced by their 24 reviews on Google My Business, where they consistently receive a stellar average opinion of 5/5. This high rating is a testament to their expertise, dedication, and the positive experiences they deliver to their clients.

Their specialties include comprehensive financial advisory services, making them an ideal partner for individuals and families looking to grow, protect, or manage their wealth effectively. The firm's commitment to understanding each client's situation ensures that the strategies they develop are not just numbers on a page but tailored plans for financial success.

For those considering a visit or want to explore their services further, rest assured that Wheelchair-accessible car park facilities are available, demonstrating their inclusivity and commitment to serving all members of the community.

If you're in the quest for financial advisor services that are both personalized and professional, Bespoke Wealth Management is definitely worth your attention. Their expert team is equipped to navigate the complexities of the financial world, providing clarity and confidence to your financial future.

For potential clients, it's important to note that contacting Bespoke Wealth Management is straightforward. You can initiate your journey towards financial security by visiting their website or giving them a call at 1494327417. Their professional demeanor and client-centric approach promise a seamless introduction to their services.

👍 Reviews of Bespoke Wealth Management

Dave C.

5/5

Alister Mellor has been my financial advisor for around 40 years. He has always provide clear, concise and extremely good financial advice, so much so that I am now living a very financially stable retirement.

Alister has moved into a number of different companies over these years, and when I heard that Alister and his son where to set up new company I jumped at the chance to transfer my investments to Bespoke Wealth Management.

I have just had my first review with him in the new company and nothing had changed his advice was as good as ever. I wish him and his son all the success with the new company, they both deserve it.

I cannot recommend Bespoke Wealth Management enough to help you with all aspects of financial planning.

Phill B.

5/5

I cannot recommend Bespoke Wealth management highly enough. I initially met Alister having no investments, but with his help and guidance have now been able to retire financially secure. When Alister setup Bespoke Wealth Management with his son, Harry, I had no hesitation in remaining a client. I have been a client of Alister's for over 20 years now, and unreservedly recomend his and Bespoke Wealth Management's financial guidance and services.

Mark B.

5/5

We have used Alister for a number of years. His advice has been very helpful, concise and easy to understand. He gives regular updates and is always available when needed. He has helped put us on a much more robust financial footing. I’d highly recommend Bespoke Wealth Management.

Alistair R.

5/5

Bespoke Wealth thoroughly reviewed our finances, suggested changes, helped set up a new platform and provided clarity on our retirement planning. Based on long experience Alister gives concise, practical and understandable advice, without delay, which has enabled us to sort out our finances more generally. His team provide good and efficient administration.

Angus F.

5/5

Although Bespoke Wealth Management is a new business, Alister has looked after my finances for the last 20 years. Alister has always provided great advice, is proactive and he will always get back to you immediately.

robin S.

5/5

I have been with Financial advisers, who are now running Bespoke Wealth Management, for 25 years. I have found them to be exceptional in terms of advice, guidance and continued personal focus on both myself and my wife.
Nothing is forcibly pushed or has ever been up sold. All advice is straight forward and genuine and the choice of risk levels and investment direction has always been left totally to me.
I get clear and concise updates as to the state of my whole investment package, with monthly news letters annual reports
My current SIPP investment has proven to shown year on year increases.
I rely totally on Bespoke giving me the best possible financial advice and guidance.
I cannot recommend the current Bespoke team highly enough.

Les F.

5/5

Have been a customer of Alister Mellor and Bespoke Wealth for a number of years. Their approach and advice is clear and concise and delivered in an understandable way. The regular reviews including expenditure and cash flow analysis makes planning discussions meaningful and easy to take action on. The advice Alister has given me over the years has allowed me to plan for an early and comfortable retirement!

Ian M.

5/5

Bespoke Wealth Management Amersham provided us with a truly enlightening insight into our financial position and, together, we agreed what our ideal retirement could look like. The resulting plan and Cashflow models were easy to understand and gave us back control of our life decisions and huge peace-of mind ! We can't recommend Alister and Harry enough for their expert knowledge, attention to our needs, brilliant reports and just being really nice people to deal with. Thanks again !! Ian & Heidi.