Worcester-based chartered financial planning firm and certified BCorp, Bespoke Advice Ltd, is
celebrating a defining moment in its journey after winning three prestigious national awards in just
one week:
• Young Financial Planning Team of the Year – Young Financial Planner Awards 2025
• Financial Adviser: Small/Medium Firm of the Year – MONEYAge Awards 2025
• Sustainability Initiative of the Year – MONEYAge Awards 2025
These accolades come as the firm also achieved successful B Corp recertification with an improved
impact score and renewal of its Chartered Financial Planner status, demonstrating its long-term
commitment to ethics, education and professional excellence. This follows recent recognition as one
of the Sunday Times Best Places to Work 2025 and Professional Adviser’s Outstanding Contribution
to the Advice Profession award for founder Suzi Lane.
Proof that doing business the right way works
Suzi Lane (Chartered Financial Planner and founder of Bespoke Advice Ltd) said: At Bespoke Advice,
we try to go beyond financial planning: we’re a trusted partner committed to ethical service,
sustainable business practices and positive community impact. These awards validate our belief that
‘doing business properly ’isn’t just good ethics, it’s good business.
Sustainability isn’t just an initiative for us, it’s the fundamental value guiding every aspect of how we
operate, from our business practices and adviser development to our engagement with the
community. Reaffirming our Chartered status and improving our B Corp score in the same month we
win national recognition for advice quality and talent development is something we are incredibly
proud of.”
Investing in the future of financial planning
Bespoke Advice was recognised for its **industry-leading apprenticeship programme**, structured
career pathways and internal mentoring, delivered in partnership with Skills Edge Training. The
business now has one of the youngest and most diverse adviser pipelines in the UK, with future
leaders progressing from trainee roles through Fellowship and Chartered status.
Alex Morley (Managing Director of Bespoke Advice Ltd), commented:
“These awards reflect the courage, discipline and dedication of our people. We’ve proven that a
values-led firm can deliver exceptional outcomes for clients while building careers, investing in
young professionals and reducing our environmental footprint.
We set out to build a firm that stands for something, that treats clients like individuals and team
members like future leaders. To be recognised not just for our advice, but for our culture,
sustainability and talent development, is something every single member of our team and, indeed,
every single one of our clients, can feel good about.”
Purpose-led growth
Bespoke Advice remains independently minded while scaling nationally.The firm continues to grow
responsibly, managing circa £700m AUM and expanding its footprint across the Midlands, London
and the South East. The business also remains a Real Living Wage employer, Disability Confident
Organisation, and corporate supporter of the Worcestershire Wildlife Trust