At Bespoke Financial Advice, our expertise lies in delivering top-tier financial consulting services aimed at assisting high-net-worth individuals in optimising the growth of their investments and pensions while minimising their tax liabilities. We are committed to meticulously planning, structuring, and managing your financial requirements, ensuring a bespoke service that surpasses your expectations.
A Word From Our Founder
For more than 30 years, we have been operating in the field of financial consultancy. During this time, Europe and the UK have undergone a significant transformation in the provision, management, and remuneration of financial advice. A similar process is currently underway in the global market, albeit at a more gradual pace. At Bespoke Financial Advice, our main objective is to facilitate this desired change.
What does this mean for you?
In simple terms, it means that your experience with us may differ from your past experiences. Our primary focus is on upholding ethical standards and being transparent, with the ultimate goal of achieving better outcomes for our clients. This means that we prioritize your needs over the products we offer.
We often find that many clients are unaware of what they have been paying for in the past, due to a lack of transparency, until we thoroughly discuss it with them. These discussions can sometimes be challenging.
However, once our clients have gained a clear understanding, they experience a sense of enlightenment, control, and excitement about the direction their wealth is heading.
Our boutique practice, akin to a family office, is dedicated to wealth management for high-net-worth individuals and their families. If you possess substantial assets amounting to €1 million or more and find yourself either reluctant or uncertain about managing them, we are here to assist. Our comprehensive services are designed to address a range of life changes and financial milestones, such as:
Who We Help
High-net-worth individuals and their families
Recent recipients of an inheritance
Owners selling or planning to sell a business
Individuals who have sold or are selling real estate
Those who have recently undergone a divorce
Individuals who have changed jobs or employers
Recipients of a pension lump sum
People nearing or at the point of retirement
Individuals who have received stock compensation
Why We Stand Out
What Our Clients Say
Bespoke Financial Advice has become my trusted financial consultant providing exceptional and personalised advice. I have often recommended Bespoke Financial Advice to my colleagues looking for similar guidance and advice and will continue to do so.
Romina A.S., Partner in a law firm
There’s no nonsense with Bespoke Financial Advice … they are open, honest and transparent and very clear about what can be done.
Dirk, Oil & Gas Professional
What I like most about working with Bespoke Financial Advice is that they always do what they say they are going to, and they often do beyond what you’d expect.
Naomi, Entrepreneur
Send Us a Message
Crafting a life of your own design
Our foremost commitment is to guide, protect, and enhance your financial assets. As your reliable ally, you can rely on us to prioritise your best interests now, in the coming days, and far into the future. Whether you are at the beginning of your financial journey or approaching retirement, we are here to support you. Live your life to the fullest. We’ll ensure that your wealth is working diligently for you.
Experience is crucial
Navigating the complexities of finance can quickly become daunting, particularly for individuals with significant wealth. We recognise the intricate financial requirements of high-net-worth individuals because we are intimately familiar with such situations ourselves.
Bespoke Financial Advice is not a training ground for novices; instead, it is staffed by seasoned professionals who bring extensive personal and professional expertise to the table. Alongside our reliable partners in estate law, and mortgage lending, our comprehensive wealth management team is dedicated to serving you.
In an environment where financial needs are multifaceted, experience is invaluable.
© 1994–2024 Bespoke Financial Advice, all rights reserved. Bespoke Financial Advice is a trading name for Expat Wealth At Work.
This website is not a solicitation to invest, nor is it tax, legal, financial or investment advice. We only deal with investors who are (ultra-)high-net-worth/self-certified individuals or expatriates on a non-solicitation basis. Not for the retail market.
The services, funds, and products described on this website are not available in all countries or to all investors. As such, this website, and the information on it are not addressed to any person resident in a territory, country or jurisdiction where such distribution would be contrary to local law or regulation.
Users from the United Kingdom and the European Union
This Website is directed only at persons who are professional investors (for the purposes of the Alternative Investment Fund Managers Directive (2011/61/EU) (“AIFMD”)) (“Professional Investors”); professional clients or eligible counterparties (for the purposes of the Markets in Financial Instruments Directive (Directive 2014/65/EU) (“MiFID”)) (“Professional Clients” or “Eligible Counterparties”); or as otherwise defined under applicable local regulations and at whom this site and the information on it may lawfully be directed in any relevant jurisdiction.
Users from the United States
The Website is not intended to be used by any person in the United States other than persons who are “qualified purchasers” (as defined in the United States Investment Company Act of 1940, as amended) and “accredited investors” (as defined in Rule 501(a) under the United States Securities Act of 1933).
Clients’ money is invested via Luxembourg-based MiFID II and/or Isle of Man Financial Services Authority regulated entities in UCITS funds, which are considered very safe due to the stringent regulatory framework, transparency, and investor protection standards that are hallmarks of UCITS funds.
Let’s Work Together
At Bespoke Financial Advice, we focus on bespoke wealth management strategies for individuals with high net worth, specifically those possessing investable assets exceeding €1 million. Arrange a brief, no-obligation discussion with an advisor today to determine if our services align with your needs.