Worcester-based Bespoke Advice Ltd, a chartered financial planning company and certified B Corp, was recognised in The Sunday Times’ 2025 list.
The firm was founded in 2014 by chartered financial planner Suzi Lane and is known for its ethical business practices, holistic financial advice, and commitment to staff development.
Alex Morley, managing director, 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.”
Bespoke Advice was established to challenge traditional models in the financial sector by building a client-first, people-driven business rooted in transparency and long-term trust.
The company has received multiple industry awards, including the Professional Adviser’s 2025 Outstanding Contribution to the Industry award, which was given to Ms Lane.
Its apprenticeship and mentoring scheme, developed in partnership with Skills Edge Training, is recognised as a leading example within the profession.
The programme has helped apprentices achieve Chartered status and continues to support the development of future financial planners.
Ms Lane 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 the award reflects its values and will help reinforce its commitment to building a financial advice model that is inclusive, future-focused, and driven by purpose.
