Worcester-based independent financial adviser, Bespoke Advice Ltd, is proud to announce that its Founder and Chartered Financial Planner, Suzi Lane, has been honoured with the ‘Outstanding Contribution to the Advice Industry’ award at the prestigious Professional Adviser Awards 2025; an accolade which recognises individuals who have significantly
influenced the financial advice sector through dedication, innovation and leadership.
Suzi Lane established Bespoke Advice, situated on The Tything, in July 2014 with a vision to provide high-quality, independent financial and mortgage advice. The firm achieved Chartered status shortly after its inception and has grown to manage assets under management (AUM) of approximately £700 million, whist achieving certified Bcorp status in 2023.
Suzi’s commitment to excellence and ethical practices has been instrumental in shaping the firm’s reputation and success.
Alex Morley (Managing Director at Bespoke Advice Ltd.) said:
“Suzi’s unwavering dedication and visionary leadership have not only propelled Bespoke Advice to new heights but have also set a benchmark for the entire industry. Her passion for nurturing talent, advocating for diversity and upholding the highest standards of client care exemplify the qualities this award seeks to honour.”
“I’ve worked with Suzi for nearly 20 years and, during that time, she has never failed or faltered in her support of others and has never deviated from the path of ‘the right’ when it comes to the needs of the consumer.
She is a force for good in our industry. We are immensely proud of her achievements and this well-deserved recognition. It is, if anything, long overdue. We, and our profession, are lucky to have her”. Bespoke Advice Ltd is renowned for its commitment to staff development and fostering new talent within the financial services sector. The firm’s apprenticeship programme, supported by Skills Edge Training, has successfully guided apprentices to Chartered Financial Planner status, exemplifying Suzi’s belief in the importance of mentorship and education in the industry.
Suzi Lane (Founder at Bespoke Advice Ltd. and Chartered Financial Planner) said: “Receiving this award is both humbling and inspiring. It reflects not just my journey, but the collective effort of the entire Bespoke Advice team. We have strived to create a culture of excellence, integrity, and inclusivity; a place where financial services is done properly, where our people and our clients can be comfortable and feel ‘at home’. I am deeply committed to continuing our mission of providing exceptional service to our clients and contributing positively to the evolution of the financial advice industry.”
The Professional Adviser Awards, now in their 20th year, celebrate excellence within the financial advice community and related sectors. The 2025 ceremony, held at The Brewery in London on 19 March, brought together over 600 professionals to acknowledge the achievements of individuals and firms dedicated to advancing the profession.