
Reviews (10)
Sally Kettle
Dec 17, 2019
BG&Y have been our IFA for several years now, guiding us through the often complex world of pensions, mortgages and investments. Their professionalism, and attention to detail has enabled us to trust their advice and recommendations. But for us it's more than that - we like the feeling of inclusiveness, as if we're part of a larger family, rather than being just a client. That's important to us, especially when they help us make difficult financial decisions.
Dominic Galvin
Dec 05, 2019
Chris Andrews
Nov 13, 2019
Clare Somerville
Oct 27, 2019
I have used Baker Gladstone & York for over 20 years for my financial planning, investment, mortgage, and pension management needs and have been delighted with their service. I have recommended them to many friends and colleagues who have subsequently become clients. Their attitude to financial planning is highly individualised and handled with scrupulous attention to detail. The face to face review meetings are highly beneficial in terms of understanding portfolio dynamics and performance.
Gary Spilman
Apr 22, 2019
I continue to value the on-going annual review to re-evaluate earlier investment decisions in the light of regulatory changes and changes to personal circumstances. The latest guides which BG&Y have issued covering investments and pensions are a valuable source of information and offer further links should you wish to get more involved in the detail.
Lyndsey Higgins
Apr 10, 2019
Ben Freeman
Mar 15, 2019
Choosing an IFA is a difficult process. It is important to be able to trust them and that they are professional and effective over the long term. In my experience they have surpassed on both counts. They have been effective long term advisers / partners to enable me to outperform without taking significant risk.
Jeremy Holmes
Mar 14, 2019
Alessandro Belli
Feb 01, 2019
Alex Nunzi
Jan 24, 2019