Helping you achieve your financial goals, today and tomorrow
At Baker Gladstone & York, we believe that financial planning should be tailored to each individual's unique circumstances and goals. Our team of experienced financial experts takes the time to understand your financial situation, identify areas for improvement, and create a personalized plan to help you achieve your aspirations.
Our Approach
As Independent Financial Advisers, we have the freedom to advise on the widest range of financial products available. We pride ourselves on building long-term relationships with our clients, many of whom we have worked with for years. We believe that personal contact and regular communication are essential in helping our clients achieve their financial goals.
How We Are Paid
We are paid by our clients for the financial advice and guidance we provide. We do not receive any commission from the financial products we recommend. Our fees are transparent and agreed upon with our clients in advance, so you know exactly what to expect.
Our Team
Our experienced team of financial experts has many years of combined experience in the financial industry. We are passionate about helping our clients achieve their financial goals and build a brighter financial future.
Client Stories
We have helped numerous clients achieve their financial aspirations over the years. From planning for retirement to securing their financial future, our clients have trusted us to provide expert guidance and support every step of the way.
Our Services
We offer a wide range of financial services to help you achieve your goals, including:
Cashflow Planning: We will review your income and expenditure to identify areas where you can make the most significant improvements to your financial situation.
Retirement Planning: We will help you create a personalized plan to ensure you have a comfortable income in retirement.
Investment Advice: We will work with you to create an investment strategy tailored to your individual circumstances and goals.
Inheritance Tax Planning: We will help you minimize the inheritance tax burden and ensure that your wealth is preserved for future generations.
Mortgages: We will help you find the most suitable mortgage option for your individual circumstances and financial goals.
Protection: We will ensure that you have the necessary protection in place to protect your income and loved ones in the event of unexpected events.
Pensions Advice for Changing Jobs: We will help you navigate the complexities of pension transfer and ensure that you make the most of your retirement savings.
Guides
In addition to our individualized services, we have created a range of guides and resources to help you make informed decisions about your financial future.
Blog
Stay up-to-date with the latest financial news, tips, and insights from our team of experts.
Get in Touch
We would be delighted to discuss your financial needs and goals with you. Please do not hesitate to contact us to arrange a consultation.
Overview of Reviews
The reviews are overwhelmingly positive, with 11 out of 12 reviewers giving 5-star ratings.
Excellent Service and Advice
Many reviewers praised the company's excellent service and advice, citing their trustworthiness, reliability, and efficiency. They commended the team's ability to provide well-informed, balanced advice and their quick response times.
Personalized Service
Several reviewers appreciated the personalized service they received from the company. They felt that the team took the time to understand their individual needs and provided tailored advice and support.
Professionalism and Expertise
Reviewers praised the team's professionalism and expertise, describing them as helpful, polite, and proactive. They were impressed with the team's ability to explain complex financial concepts in a clear and concise manner.
Negative Experience
One reviewer had a negative experience with a team member, describing them as rude and unhelpful. However, this review stands out as an exception among the overwhelmingly positive reviews.
