Finding The Right Cover For You

Our aim is to help individuals, families and companies by tailoring protection packages to suit their needs.

About Bespoke Financial

Bespoke Financial Yorkshire Limited provides protection packages for individuals and families in Yorkshire and it’s surrounding areas.

We’re a dedicated specialist working hard to find the most competitive deals from a comprehensive panel of companies across the UK. Our focus is you and your specific requirements. We believe in spending time to understand your needs before presenting a bespoke solution.

Our clients can be assured of great service, specialist knowledge and advice. We don’t ever see our job as providing a one off product, we want to work with you and provide insurance to suit your ever changing requirements throughout your life. We’re open and honest and will work hard to look after your best interests.

We help clients by understanding their needs, planning and delivering robust insurance solutions. If you’re looking for a specific product please choose from our list of protections services above. Or, if you’d prefer to talk to an advisor now we can discuss your concerns and present options for you to consider. There’s no obligation, no pushy sales people, just sound advice and great service.

Our Advisors

Oliver Lodge

Principal & Protection Advisor

Rachael Lodge

Principal, Mortgage Broker & Protection Advisor

David Hindle

Head Mortgage Advisor

Michelle Wheelwright

Senior Office Administrator

Charlotte Ratty

Office Administrator

Katie Charlesworth

Office Administrator

The Process

Bespoke Financial Yorkshire Limited want the process of finding the correct Mortgage or Insurance policy to be hastle free. Take a look at the general steps below and get in touch if you have any questions!


Sit Down Open Discussion

Our first step is to carry out a detailed review to determine what you need, and the level of cover needed to best suit your current financial situation.


Hassle free

We have experienced advisors who can will arrange a convenient meeting, making the process of finding cover simple and efficient.


Identify what you need

Following our initial consultation, we’ll take away the information you have provided and find the most suitable cover solution for your needs and budget.


Discuss budget

We’ll work to your exact specifications, including a budget you may have in mind. This could be a monthly, or annual cost.


Design a bespoke portfolio for you and your family

We understand that everyone’s needs are different. Our consultation will allow us to go away and review your needs before recommending a product or service, or design a bespoke package if required.


No Obligation consultation for protection advice

All of our protection services, including our advice, carries no obligation’s. Our expert advisors provide great knowledge of the industry and the products available to you.


“I’m self employed and didn’t have any accident cover. So when I broke my wrist playing cricket three years ago I was without any source of income for a few weeks. This left me in a difficult financial situation, one that I didn’t want to find myself in again. Bespoke Financial were recommended to me by a personal friend, so I gave them a call. The very charming and friendly. Oliver came to see me and my partner, he talked us through all the insurance options available. He explained everything very clearly and didn’t try to sell us anything we didn’t need. I now have no worries about how the bills will get paid if anything unexpected should happen. We now have excellent insurance cover for me my partner, our family and our home. I cannot recommend Oliver and Bespoke highly enough.”
Karl – May 2022