06/10/2025

We are thrilled to announce that we have completed our B Corp reassessment and have retained our B Corp Certified status with a whopping increase in our Overall B Corp Impact Score to over 100! As a B Corp, we’re counted among businesses that are leading the global movement for an inclusive, equitable and regenerative economy. We are so proud of what we have already achieved and the ongoing improvements we continue to make.

05/10/2025

Brave members of the BAL team undertook the Three Peaks Challenge to raise money for the Alzheimer’s Society. In what proved to be fairly hideous weather, they successfully summited Ben Nevis but the conditions prevented those final few steps up to Scafell Pike and Snowdon. A tremendous achievement and utmost respect to Owen, Phoebe, James and Juhjar for their immense efforts!

16/09/2025

The wonderful Petra Boddington visited us in Worcester to run a very informative and entertaining workshop session for the team.

12/09/2025

We were honoured to sponsor the Worcestershire Law Society Awards 2025.

As well as presenting several awards, we also organised a fantastic charity auction on the night raising over £2,000 for our chosen charity of the Year – The Alzheimers Society - exceeding our initial target!

Many congratualtions to all the winners!

11/09/2025

We are thrilled to have been selected as a finalist in the Small Apprenticeship Employer of the Year category for the Worcestershire Apprenticeships Award 2025.

This recognition reflects our commitment to apprenticeships and supporting young people across Worcestershire, nurturing talent and creating meaningful opportunities.

14/08/2025

The Young Financial Planner Awards 2025 (YFPAs) celebrate the rising stars of financial planning. We have made the shortlist for the team award - a group of young professionals who have collaborated effectively to address key business challenges, exemplifying unity, problem-solving abilities, and innovation in achieving their goals.

What an amazing bunch!

23/07/2025

We are pleased to share fantastic news regarding the Professional Adviser Women in Financial Advice Awards 2025:

 - Phoebe Lane has been nominated for ‘Financial Adviser of the Year – Midlands and East Anglia’ and for ‘Role Model of the Year (small firms, fewer than 50 employees)’

- Bespoke-Advice Ltd has been nominated for its Outstanding Support Initiative

- Suzi Lane has been nominated for ‘Outstanding Contribution to the Profession’

Their recognition reflects not only their individual contributions, but also the shared values and collective efforts that define us as a team.

21/07/2025

Hot on the heels of his distinction in his apprenticeship,  James Baker has been shortlisted as a finalist in the Verve Rising Star award.

The criteria for this award reads:

 “an outstanding individual who works tirelessly to develop themselves both personally and professionally. They have an unwavering tenacity and a genuine desire to learn and succeed which makes them one to watch”

 Well done James!

17/07/2025

Phoebe Lane has been shortlisted as a finalist in the Financial Adviser category in the 2025 Women’s Recognition award. Well done Pheobe on your individual nomination!

17/07/2025

Bespoke has been  shortlisted as a finalist in the Money Age Awards 2025 Small to Medium Firm of the Year and  Sustainability Initiative categories. The latter award is particularly exciting as it recognises our apprenticeship and development programme as well as all the activities we get involved in as part of our  BCorp Certification.