At Bespoke Wealth we pride ourselves in providing first class service to our clients by helping to build and manage their financial plan. We create a partnership with our clients and work with integrity and professionalism, offering advice in a wide range of areas, each tailored to the changing needs of our clients.
You may have a number of pensions from previous jobs that can be consolidated and managed more effectively, or you may have no pensions at all. We will advise you how best to plan for the retirement you want as well as the most efficient way to take money out of your pension when the time comes.
With interest rates on savings being almost 0%, there are better options out there to make your money work harder. We will advise you on the best investment strategies to meet your goals, tax efficiently and in line with your attitude to risk. We also have options for children and grandchildren’s investments.
Planning is key when it comes to saving tax. We will advise on suitable products to address income and other tax issues for you and your business. You may also need to consider inheritance tax implications and how to leave money to loved ones in the most tax efficient way.
We all want answers to the important questions like:
How much do I need to save for my retirement?
Can I afford to retire early?
Will there be money left for my loved ones?
We use sophisticated software to model your finances over your lifetime, then review and update this every year to keep the plan on track.
Death or critical illness of a key employee or co-owner can seriously impact a business, both financially as well and with loss of key knowledge. Our advisers will help you ensure continuity of the business by protecting the company financially when owners or employees are affected by a long-term serious illness or death.
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Bespoke Wealth is a trading style of Mortgage First NI Limited, an appointed representative of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.