Bespoke -Advice

Let’s celebrate with the brilliant news that James Baker has passed RO5 – the financial protection exam - meaning that he’s only one exam pass away from being a qualified financial planner
Such great news and super well done from . Just goes to show that ❤️

The thoughts of our very own Phoebe Lane in the financial press on the need for more young people in the financial advice sector. Well worth a read! She’s becoming quite the star! ⭐️

'Firms without younger advisers risk losing business' Advice firms are at risk of losing business if they don’t bring in younger advisers, Bespoke Advice chartered financial planner, Phoebe Lane, has argued.

Daisy Lane, along with her mum and our founder, Suzi Lane, will shortly leave for Carriacou in the Grenadines, so recently devastated by Hurricane Beryl. She’s going to help rebuild homes and infrastructure and would really appreciate whatever help and financial support you can give to help the island get back on its feet ❤️ Thank you for whatever you can do ❤️

Help raise £1000 to provide families with financial help to rebuild their homes and businesses in Carriacou after it was virtually destroyed by Hurricane Beryl Weʼre raising money to provide families with financial help to rebuild their homes and businesses in Carriacou after it was virtually destroyed by Hurricane Beryl. Support this JustGiving Crowdfunding Page.

A big for Tom Manton-Janes, who joined us in April. He’s been working super hard to achieve his Chartered Financial planning Status and now has the Financial Services Products & Solutions exam in the bag.
Well done Tom! We’re super proud of you ❤️

You will, no doubt, be aware of the recent devastation in the Caribbean caused by Hurricane Beryl. The area, and particularly the Islands of Carriacou and Grenada, holds a place of particular significance in the heart of our founder, Suzi Lane who has family and many friends who live and work there.
If you could spare a little money to help with the disaster relief, we, and she, would be extremely grateful.
People there need our help. Many thanks in anticipation ❤️

Hurricane Beryl Relief - Doyle Guides Hurricane Beryl Relief Efforts The situation in Carriacou, Petite Martinique, and the Grenadines is dire and still developing. We will do our best to keep this web page updated with available relief efforts. Currently it appears that the items most in need are; Non-perishable and canned foods Sanita...

Result!!! A brilliant end to a fabulous week - we’re delighted to report that Phoebe Lane has passed her final exam and is now a proving, beyond doubt, that . Phoebe started her financial services career aged 19 as our first apprentice and, unbelievably, has achieved this prestigious accolade in just 5 years whilst also winning financial services apprentice of the year in 2023.
Phoebe joins the elite Chartered Financial Planner group and is also one of only 16% of women in Financial Services in the UK and only 6% of all advisers in the UK under the age of 30 - a true trail blazer.
Well done Phoebe! You’ve a great career ahead and we are super proud of you ❤️

Well done to James Baker for passing RO4 - The pensions and retirement exam-not an easy one! James now has only 2 exams to pass before becoming a fully qualified financial planner, proving that . A super effort and we’re super proud

Huge congratulations from to Michael Heaney and Owen Alekna who both completed the 10k at the weekend, smashing their fundraising target for St. Richard’s Hospice and recording fine times and placings to boot! Well done guys. both ❤️

Sometimes it’s nice to be able to give yourself a pat on the back and say, without arrogance, ‘look at at how far we’ve come’; ‘look at what we’ve done.’
When we started working with Ecologi Partners we had no idea how much of a difference our small efforts could make, so seeing our results thus far is a great way to end the week.
Well done to . Look at what we’ve done ❤️

Our very own Michael Heaney and Owen Alekna are running the Worcester 10k for St. Richard’s Hospice - Great guys running for a great cause.
We’d be so grateful if you could support them both. Michael has set up the below if you would like to sponsor him. It would mean a lot to us and to the people it so beautifully supports. Thank you.

Michael's fundraiser for St Richard's Hospice Foundation Help Michael Heaney raise money to support St Richard's Hospice Foundation

And, going into the Bank holiday weekend in style, Phoebe Lane has aced her AF4 Investment Planning exam meaning that she’s only from being a . We’re super proud. Well done Phoebe!

A big warm welcome from every member of to Tom Manton-Janes who joins us in our office as a Financial Planning Associate this week. He’ll work with our support team initially and he’s got a great future ahead of him

A few snaps from our recent volunteering day with the Malvern Hills Trust… The feedback? “Doing good made us feel better” 😊 Isn’t that the point?

We believe it’s important to volunteer in the community and do all we can to encourage every member of to give up a couple of work days a year to do something meaningful.
Recently, we spent time with The Malvern Hills Trust, caring for the special acid grassland and the associated scarce plants that grow there to help create better ecosystem for animals such as lizards, butterflies and bees.
You’ll find details of how you can get involved on their website

Malvern Hills Trust | Home The Malvern Hills Trust protects and manages the Malvern Hills and surrounding commons so they can be enjoyed by the public for recreation and relaxation.

We’re passionate about the delivery of great client outcomes and keeping the promises we make to the people we look after. That’s why we created our Customer Charter, setting clear internal and external expectations for all parties.

Before becoming a we committed to reducing our carbon impact on the planet by partnering with Ecologi | B Corp™ who’ve helped us enormously. To date has managed to offset 531.27 tonnnes of CO2e. It’s little things that make the difference.
In we urge every business to look at the way they do things and the difference they can make.

Over the last few years we’ve worked hard as a business to reduce our carbon footprint and the progress we’ve made has been accelerated through our partnership with Ecologi. Protecting our planet is major part of our programme and, in the spirit of , find their details below. Do get in touch with them. It’ll be one of the best things you do.

Take real climate action with Ecologi® The UK’s leading all-in-one climate platform

Being isn’t just about us, it’s about all of us; businesses working together, looking beyond profit for people, planet and the community. If you’re a Worcestershire based business keen to find out more, join us at our Business Summit on the 28th June. You can register below. Join us. It’s a step forward you won’t look back from 😊

B Corp Business Summit, Fri, Jun 28, 2024, 10:00 AM | Meetup The “Three Counties B Corps” group welcomes you to join us at our BCorp Business Summit where forward-thinking companies unite to explore the transformative power of respon

Our Apprenticeship Scheme has become a major part of what we’re doing at Bespoke, not only in terms of providing a mechanism of introduction, education and experience for new industry entrants but also in creating brilliant new talent for our future. Skills Edge have been amazing in helping us deliver that programme and, in the spirit of , we’re delighted to share their details here.
If you’re interested in helping develop people, your business and your industry don’t hesitate to contact them. We don’t hesitate in recommending them!

Home - Skills Edge Training Skills Edge Training is a leading training provider that offers a range of training courses and apprenticeships for companies, groups and individuals.

We’ve always believed in the development of our people so here’s a massive ‘shout out’ for all current and former apprentices James Baker, Owen Alekna,, Michael Heaney and Phoebe lane who continue to work hard, not only to develop themselves in terms of their qualifications and personal development but to help shape our business and our industry

Investing in our people and in the future is a big thing for so seeing Owen pass his R01- Regulation and Ethics exam is a treat to start the week. Well done Owen!

And on we raise a cheer for the magnificent women in Who make the wheels turn, who drive the bus and help make our company the special place it is. Without them, we wouldn’t be half the business we are ❤️

And when you make promises and commitments it’s important to deliver on them. Having these excellent young people join us for work experience was as rewarding for us as it was for them

As this years’ approaches, we thought it would be right to publish our , hot off the press, reporting on our progress in using our business as a force for good. We’re really proud of what we’ve achieved so far, but conscious that there’s more to do. Please read, help where you can and let us know where we can be better

B Corp Impact Report Read B Corp Impact Report by BespokeAdvice on Issuu and browse thousands of other publications on our platform. Start here!

And, to crown a brilliant first week of 2024, it’s fabulous to welcome Amy Davis back to work after her maternity leave. We’ve kept in touch throughout, meeting up regularly and Ivy-Rae has been helping us out too … Amy, it’s great to have you back!

Some splendid news: James Baker has passed his RO3 exam in personal taxation and he’s one step closer to Level 4 accreditation. A great start to what promises to be a successful 2024. Well done James! From all