Align your financial future with your life goals
At Baker Gladstone & York, we understand that financial planning is not just about managing your money, but about aligning your financial future with your life goals. Our team of experienced financial advisers is dedicated to providing expert guidance and tailored solutions to individuals, families, and businesses across the UK.
Our Approach
We take a holistic approach to financial planning, considering all aspects of your financial situation and personal objectives. Our goal is to empower you with the knowledge and confidence to make informed decisions about your financial future. We believe that success is not just about achieving financial security, but about living a life that is true to your values and aspirations.
Our Services
We offer a comprehensive range of financial planning services, including cashflow planning, retirement planning, investment advice, inheritance tax planning, mortgages, protection, and pensions advice for changing jobs. Our team will work closely with you to understand your unique circumstances and provide personalized advice and guidance to help you achieve your financial goals.
How We Are Paid
We believe in transparency and fairness when it comes to our fees. We offer a range of payment options, including hourly fees, fixed fees, and ongoing advisory fees. We will always discuss and agree on our fees with you before we begin working together, so you know exactly what to expect.
Why Choose Us
At Baker Gladstone & York, we pride ourselves on our expertise, professionalism, and commitment to delivering exceptional customer service. Our team is dedicated to building long-term relationships with our clients, and we strive to provide advice and guidance that is tailored to your unique needs and objectives.
Overall Impressions
The reviews for Baker Gladstone & York (BG&Y) are overwhelmingly positive, with most clients commending the company's professionalism, reliability, and expertise. Many clients have been working with the firm for several years and have developed a strong trust in their advice and guidance.
Trust and Reliability
Several reviewers have highlighted the trust they have in BG&Y, citing the company's ability to provide well-informed, balanced advice and speedy responses to their queries. This trust has been built over time, with many clients having worked with the firm for several years or even decades.
Expertise and Advice
Many reviewers have praised the expertise and advice provided by the company's advisors, including David Gladstone, Nicola Bragger, and Peter Gladstone. They have been impressed by their ability to understand clients' needs and provide tailored solutions. The company's attention to detail and proactive approach have also been commended.
Personal Touch
Some reviewers have mentioned the personal touch they have experienced working with BG&Y. They have appreciated the firm's ability to make them feel like part of a larger family, rather than just a client, and have praised the company's inclusiveness.
One Negative Review
However, one reviewer, Jan Daily, had a very negative experience with the company, citing a rude and unprofessional individual named Tom.
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