Baker Gladstone & York Ltd is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 509758 http://www.fca.org.uk/register. Registered Address: 75 Lavender Sweep, London, SW11 1EA. Registered in England & Wales, No. 03764956. The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at http://www.financial-ombudsman.org.uk. The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

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Reviews (7)

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Dominic Galvin

Dec 05, 2019

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BG&Y have been providing advice to us for over 10 years. During this time they have been very professional and proactive in providing us with the information/products that we required. David and Tina are great to work with and so responsive to our requests.

Chris Andrews

Nov 13, 2019

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I have been a client of BGY for over 7 years, and have been very happy with the advice I have received over that time. David Gladstone and the rest of his team are always very responsive, and have some really useful tools to help with planning for post-retirement life.

Clare Somerville

Oct 27, 2019

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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

Dec 16, 2018

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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.

Ben Freeman

Dec 05, 2018

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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.

Lyndsey Higgins

Aug 28, 2018

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Thoroughly recommend, have worked with BGY for several years for our mortgages and insurances, Tina has always been a pleasure to work with

Alessandro Belli

Jun 10, 2018

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Nicola Bragger has been brilliant. Will 100% recommend. Professional and friendly.