Worcester-based Chartered financial planning firm and certified B Corp, Bespoke Advice Ltd,
has been named one of the UK’s Best Places to Work in 2025 by The Sunday Times.
This prestigious recognition is a reflection of the company’s unwavering commitment to its
people, its values and the future of the financial planning profession. Founded in 2014 by award winning Chartered Financial Planner Suzi Lane, Bespoke Advice was established to challenge
the status quo: to create a client-first, people-powered business built on transparency, purpose
and long-term trust.
Alex Morley (Managing Director Bespoke Advice Ltd) said: “Being recognised by The
Sunday Times is a significant moment for us. It underlines our belief that financial services done
well starts with a culture that values people, not just as employees or clients, but as human
beings. This award celebrates every member of our team, their growth, their energy and their
commitment to doing the right thing.”
As a multi-award-winning firm, with recent accolades including Professional Adviser’s 2025
Outstanding Contribution to the Industry award for founder Suzi Lane, Bespoke Advice has
carved a reputation for its ethical business practices, its belief in the value of holistic financial
advice and for meaningful staff development. The firm’s apprenticeship and mentoring
programme, in partnership with Skills Edge Training, is recognised across the profession as a
blueprint for nurturing talent. This structured career development programme has seen
apprentices reach Chartered status and continues to shape the next generation of financial
planners.
Suzi Lane (Founder: Bespoke Advice Ltd) said: “We built Bespoke to show that a different
kind of financial planning firm is not only possible, it’s essential. One that’s ethical, inclusive, and
focused on people and outcomes. This recognition is an honour and. more importantly, a
validation of the purpose-driven culture we’ve worked so hard to create.”
The company believes that this recognition reflects, and will help strengthen the firm’s resolve to
continue building a financial advice model that is inclusive, future-facing and values-led.