David Wilson

David Wilson

Bespoke Independent Financial Advisers Limited

Minimum savings/pensions: Over £500,000

0330 038 8939
Based in Sandhurst
View location
Top Rated 2026
Verified since: November, 2024
4.9 out of 5

27 reviews

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 28 February 2026

    David and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 8

    Recent Client Reviews

    Verified reviews: 100%

    David has received 8 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 26 February 2026

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 1

    Qualifications Uploaded

    1 qualification certificate available to view

    David has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    David has provided information on their typical fees

    David has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

As our Managing Director and a financial planner, David specialises in retirement planning and cashflow modelling. He primarily works with retiring individuals and couples, as well as directors of limited companies, helping them achieve their financial goals and secure their futures. Bespoke Independent Financial Advisers has been providing expert financial advice since 1995 in Surrey and Berkshire, focusing on building strong, lasting client relationships. Our mission is to offer personalised, holistic financial planning based on trust, truth, and honesty. We pride ourselves on understanding our clients' unique needs and helping them achieve their life goals through tailored advice. What makes us unique is our commitment to continuous improvement and feedback, ensuring the highest quality service. At Bespoke, we focus on your future, offering comprehensive plans to help you achieve your financial ambitions with confidence.