Alex Kirkpatrick
Bespoke Independent Financial Advisers Limited
Minimum savings/pensions: Over £250,000
0330 038 8942
Based in Windlesham
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: November, 2024
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Alex is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Alex's status
Last checked: 29 March 2025
Alex is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Alex's status
15
Recent Client Reviews
Alex has received 15 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Alex has received 15 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 27 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
Qualifications Uploaded
Alex has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Alex has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Alex has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Alex has provided information on their typical fees
Alex has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA status: Certified by Firm
Alex is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Alex's status
Last checked: 29 March 2025
Alex is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Alex's status
15
Recent Client Reviews
Alex has received 15 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Alex has received 15 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 27 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
Qualifications Uploaded
Alex has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Alex has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Alex has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Alex has provided information on their typical fees
Alex has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
With a background in computer science, Alex ventured into the financial services profession seeking a new path and hasn’t looked back since. After becoming qualified, he worked on the technical analyst team at Bespoke, looking at investments and building plans for our clients. Alex moved into a financial planning role before earning chartered status in 2024. Now, as a chartered financial planner, he enjoys meeting with clients, helping them achieve their financial goals and working together to build a plan for their future. Bespoke Independent Financial Advisers has been providing expert financial advice since 1995 in Surrey and Berkshire, focusing on building strong, lasting client relationships. Our mission is to offer personalised, holistic financial planning based on trust, truth, and honesty. We pride ourselves on understanding our clients' unique needs and helping them achieve their life goals through tailored advice. What makes us unique is our commitment to continuous improvement and feedback, ensuring the highest quality service. At Bespoke, we focus on your future, offering comprehensive plans to help you achieve your financial ambitions with confidence.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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Adviser Disclaimer
Bespoke Independent Financial Advisers Limited is authorised and regulated by the Financial Conduct Authority (FCA). The Financial Conduct Authority do not regulate Tax or Estate Planning Advice. FCA No. 610625. Registered in England and Wales No. 08733808