02/04/2026

We are pleased to announce that Michael has become a Worcestershire Ambassador.

For over 25 years, Worcestershire Ambassadors have worked in partnership with leading county organisations to help make the county a better place to live, work, invest, visit and do business.

They have built an enviable track record of raising funds for local charities and supporting good causes across Worcestershire, proudly giving back £1.5 million to the community.

We are so proud to have Michael as part of the Bespoke team!

01/04/2026

Congratulations to JJ and Emma on passing the Pensions and Retirement Planning (R04) exam.

The R04 exam is challenging exam, covering complex pension legislation and retirement planning concepts. Successfully passing it demonstrates their strong technical knowledge and commitment to professional development.

A great achievement and an important step forward in their qualification journey. Well done to both!

25/03/2026

We were delighted to sponsor and host a fantastic Padel Evening Social in collaboration with the Worcestershire Law Society.

As expected, it was an energetic and very enjoyable event!

We would like to say a big thank you to the amazing team at Padel + Play for looking after us so brilliantly.

24/03/2026

Oh goodness! We have just been shortlisted as a finalist for the Health & Wellbeing in the Workplace Award at the Herefordshire and Worcestershire Chamber of Commerce Business Awards.

We have worked hard over the years to build a working environment which promotes wellbeing for our employees, leading with compassion and promoting a culture where we all look after each other. A supported team communicates more openly, collaborates more effectively and shows greater empathy.

As a B Corp, we strive to use our business as a force for good. Prioritising wellbeing is a clear expression of that principle and we are delighted our combined efforts have been recognised!

18/03/2026

We’re excited to share that we’ve been named one of the Best Financial Advisers to Work For 2026 at this year’s Professional Adviser Awards! This recognition is based on an in‑depth, two‑stage assessment by the Best Companies Group, combining a review of our workplace policies with anonymous feedback from our team. It’s their experience that determines this award—and we couldn’t be prouder.

What sets us apart?

A Culture That Cares - We prioritise teamwork, personal development, and the wellbeing of every member of staff.

Recognition That Matters - We’re committed to supporting professional growth and celebrating the contributions and engagement of our people.

Clear Career Progression - We offer transparent pathways to help our people develop and advance.

Winning this award is a testament to our incredible team and the supportive environment we have built together.

18/03/2026

A special moment for our very own Suzi Lane, who took to the stage to present the Professional Adviser Lifetime Contribution Award.

Suzi won this prestigious award last year - making her the perfect person to hand it on to the next deserving recipient.

A huge congratulations to all the winners - and an extra cheer for Suzi who continues to inspire us all!

13/03/2026

Two of our Wooden Spoon Worcestershire members, Michael Heaney and Tom Manton-Janes, had the privilege of attending the opening of the latest Wooden Spoon Worcestershire project.

It was fantastic to see first hand the incredible impact the charity continues to have. This is exactly why we chose Wooden Spoon as our Charity of the Year.

09/02/2026

This week we are really proud to join with other businesses across Worcestershire and the country in celebrating National Apprenticeship Week (NAW) 2026.

At Bespoke Advice we believe in nurturing talent and value the ideas, enthusiasm and hard work our early career talent contribute to our company.

We are also really proud of all members of our staff who take time to develop and support them, giving them the skills and space to thrive.

We remain committed to developing young people through our apprenticeship scheme and other training programs.

06/02/2026

Today our team had the privilege of presenting a cheque for £8,003 to our charity partners for 2025 - the Alzheimer’s Society. This sum was raised through the collective efforts and generosity of our work colleagues, clients and community. We would like to thank everyone who helped make this achievement possible.

The Alzheimers Society is close to our hearts and every donation helps to support them in their mission to ensure nobody faces dementia alone.

January 2026

We are thrilled to announce that our chosen charity partner for 2026 is Wooden Spoon Worcestershire. The charity supports life-changing projects that help disadvantaged and disabled children in the local area.

For 2026 the team wanted to partner with an organisation making a tangible local impact. We look forward to sharing updates, events and fundraising milestones with you throughout the year!

25/11/2025

As is now firmly part of BAL tradition, our office is sparkling with festive decorations! The Christmas tree is up and looking simply fabulous. It’s enough to win over even the biggest Bah Hambug!

Please do pop by and whilst you’re admiring the display, drop something under the tree for our Worcester Foodbank collection. We will be collecting for this amazing cause until Monday 15th December.

20/11/2025

Another one?!

Why yes, we have been shortlisted for the Adviser Firm of the Year 2026 (Midlands) and we are over the moon!

What makes us special isn’t scale or visibility, it’s purpose, people and principle. We exist to improve lives through thoughtful, ethical financial planning. Underpinning everything is our unique Client Charter, which sets out ten unshakable commitments to those we serve, from acting in absolute transparency to delivering advice without conflict or compromise. It holds us accountable to the highest standards and we are really pleased that this has been recognised by our industry.

18/11/2025

We are excited to announce that Phoebe Lane has been shortlisted as a finalist of the Young Achiever of the Year.

Phoebe has transitioned from being an apprentice to an excellent adviser, building multi generational relationships with our clients whilst championing and mentoring fresh talent in the industry.

She also plays a key part in our volunteering and fundrasing intiatives and is the embodiment of our Bespoke values

Many congrats Phoebe - we are so proud of you!

14/11/2025

We won!

It means so much to us to have been awarded Apprenticeship Employer of the Year (Small Firm) in the Worcestershire Apprenticeship Awards - sponsored by Herefordshire & Worcestershire Chamber of Commerce.

Our apprenticeship scheme is designed to create transformative career experiences through tailored development plans for every apprentice. We take great pride in the remarkable growth and engagement of our apprentices and the promising futures they are shaping within the profession.

12/11/2025

Our Wellbeing Wednesdays received a very well deserved ‘Highly Commended’ from the judges at the Professional Adviser Women in Financial Advice Awards. This initiative provides structured, proactive support for women’s health and wellness in the workplace through one-to-one sessions with the wonderful Ally - our Ayurvedic therapist. It is now completely integrated into our culture at Bespoke, with the aim of creating space for rejuveniation and reducing workplace stress whilst reinforcing our broader mission as champions of gender equality.

10/11/2025

We are very excited to have been named as one of the Citywire New Model Adviser Top 100. The NMA Top 100 celebrates the best of the proessional financial planning community, evaluating firms on a range of criteria including client service, professional standards and qualifications, robust investment processes and use of technoloigy.

24/10/2025

Hard at work on a beautiful day, the team helped clear an area in Tiddesley Woods, Pershore, supporting the work of the Worcestershire Wildlife Trust.

16/10/2025

We won! We are so proud to have been awarded the MoneyAge Small to Medium Firm of the Year 2025.

At Bespoke Advice Ltd, we go beyond financial planning—we are a trusted partner committed to ethical service, sustainable business practices and positive community impact. By combining our Chartered status, independent advice model and investment in people and sustainability, we continue to set the standard for responsible financial advisory services.

16/10/2025

On a roll…

At Bespoke Advice Ltd, sustainability is not just an initiative—it is a fundamental value guiding every aspect of our business. Through our environmental commitments, investment in people, and responsible business practices, we are driving meaningful change within financial services.

09/10/2025

More fantastic news! Our young team have only gone and done it again, winning the Money Marketing Young Financial Planning Team of the Year 2025 award. Their incredible teamwork and innovation was recognised as helping to drive the profession forward.

06/10/2025

We are thrilled to announce that we have completed our B Corp reassessment and have retained our B Corp Certified status with a whopping increase in our Overall B Corp Impact Score to over 100! As a B Corp, we’re counted among businesses that are leading the global movement for an inclusive, equitable and regenerative economy. We are so proud of what we have already achieved and the ongoing improvements we continue to make.

05/10/2025

Brave members of the BAL team undertook the Three Peaks Challenge to raise money for the Alzheimer’s Society. In what proved to be fairly hideous weather, they successfully summited Ben Nevis but the conditions prevented those final few steps up to Scafell Pike and Snowdon. A tremendous achievement and utmost respect to Owen, Phoebe, James and Juhjar for their immense efforts!

16/09/2025

The wonderful Petra Boddington visited us in Worcester to run a very informative and entertaining workshop session for the team.

12/09/2025

We were honoured to sponsor the Worcestershire Law Society Awards 2025.

As well as presenting several awards, we also organised a fantastic charity auction on the night raising over £2,000 for our chosen charity of the Year – The Alzheimers Society - exceeding our initial target!

Many congratualtions to all the winners!

11/09/2025

We are thrilled to have been selected as a finalist in the Small Apprenticeship Employer of the Year category for the Worcestershire Apprenticeships Award 2025.

This recognition reflects our commitment to apprenticeships and supporting young people across Worcestershire, nurturing talent and creating meaningful opportunities.

14/08/2025

The Young Financial Planner Awards 2025 (YFPAs) celebrate the rising stars of financial planning. We have made the shortlist for the team award - a group of young professionals who have collaborated effectively to address key business challenges, exemplifying unity, problem-solving abilities, and innovation in achieving their goals.

What an amazing bunch!

23/07/2025

We are pleased to share fantastic news regarding the Professional Adviser Women in Financial Advice Awards 2025:

 - Phoebe Lane has been nominated for ‘Financial Adviser of the Year – Midlands and East Anglia’ and for ‘Role Model of the Year (small firms, fewer than 50 employees)’

- Bespoke-Advice Ltd has been nominated for its Outstanding Support Initiative

- Suzi Lane has been nominated for ‘Outstanding Contribution to the Profession’

Their recognition reflects not only their individual contributions, but also the shared values and collective efforts that define us as a team.

21/07/2025

Hot on the heels of his distinction in his apprenticeship,  James Baker has been shortlisted as a finalist in the Verve Rising Star award.

The criteria for this award reads:

 “an outstanding individual who works tirelessly to develop themselves both personally and professionally. They have an unwavering tenacity and a genuine desire to learn and succeed which makes them one to watch”

 Well done James!

17/07/2025

Phoebe Lane has been shortlisted as a finalist in the Financial Adviser category in the 2025 Women’s Recognition award. Well done Phoebe on your individual nomination!

17/07/2025

Bespoke has been  shortlisted as a finalist in the Money Age Awards 2025 Small to Medium Firm of the Year and  Sustainability Initiative categories. The latter award is particularly exciting as it recognises our apprenticeship and development programme as well as all the activities we get involved in as part of our  BCorp Certification.