Bespoke IFA’s consistent and robust investment process accurately ensures the most suitable investment strategy is identified and maintained throughout a client’s relationship with Bespoke IFA.
Our clients have access to:
- A personalised portfolio review with your adviser every year to ensure your investments are on track to meet your objectives.
- Award winning whole of market provider research and fund ratings that underpin our unbiased advice.
- Access to the most tax-efficient investment vehicles holding a wide range of asset classes.
- Annual cashflow forecasting services
We may utilise one or a combination of the following investment vehicles to implement a recommended strategy.
- Collective Investments (Unit Trusts/OEICs)
- Onshore and Offshore Investment Bonds