About Us

MEET OUR TEAM

The Team

Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.

Scott Lavis DipPFS, Certs CII (MP & ER), CeLTM Director & Financial Adviser

Scott believes that excellent lifelong financial planning advice comes from knowing and building over the long term, strong inter-generational relationships with his clients and their families. With over 30 years’ experience in the industry, he prides himself on providing complex planning solutions in a straightforward and simple way.

Richard Wreford DipFA Financial Adviser

Richard is an experienced Financial Adviser with over 30 years in the industry in a compliance and advisory capacity. He finds it very rewarding helping clients achieve their financial goals and making a positive difference to their lives.

Born in Exeter, Richard is married with two sons with the recent addition of two granddaughters. In his spare time, he enjoys family life, walking his black lab Lily, supporting Exeter City as a season ticket holder and all things involving cars and motorsport.

Matthew Ling DipFA, CeMAP Financial Adviser

Matt is an experienced Financial Adviser, who has been with Bespoke Financial Guidance for several years. His unwavering commitment to placing clients central to the advice process, enables him to best serve their objectives of understanding, protecting, and increasing their financial assets.

Matt has made Plymouth his home since the age of 18 when he first joined the Royal Navy, and he now lives there with his family, combining his submarine past with a successful career in financial services. He enjoys playing and watching a variety of sports including rugby, golf, snowboarding and generally keeping fit and active.

Bradley Lavis DipFA Financial Adviser

Bradley has been with Bespoke Financial Guidance for over 7 years and has been engaged with clients in offering personal financial guidance to meet their future goals and needs.

His expertise includes planning for retirement, investment of capital including savings, and estate planning. In addition, Bradley is involved with all types of mortgages, family financial protection, and equity release borrowing in later life. 

Bradley is disciplined in personal fitness training on a regular basis.

Andrew Prytherch Financial Administrator

Andrew is an administrator within Bespoke Financial Guidance and has a degree in History, the Diploma in Financial Planning and previous experience in retail personal banking.
His previous experience has perfectly placed him to support our advisers in processing and preparation client documentation and in doing so gives him the experience in being appointed as a Financial Adviser in time.

Outside of work, Andrew enjoys sailing, finding serenity on the open water. Balancing his career, love for sailing, and quality time with his three sons has honed his time management and multitasking skills—vital in the financial advisory field.

Where we are

7 Oaktree Place, Manaton Close, Matford Business Park, Exeter EX2 8WA

Privacy Notice

Bespoke Financial Guidance Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority

Bespoke Financial Guidance Limited is registered in England and Wales. Registration Number: 06888172   Registered Address: 7 Oaktree Place Manaton Close, Matford Business Park, Exeter, Devon, England, EX2 8WA

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at customers based in the UK