Baker Gladstone & York 8B Rathbone House, 22-26 Tanfield Road, Croydon CR0 1AL
About the Business
Baker Gladstone & York is an esteemed financial institution located in the heart of Croydon, United Kingdom. With a reputation for offering impeccable financial services and advice, the establishment has quickly become a point of interest for both locals and visitors alike.
At 8B Rathbone House, 22-26 Tanfield Road, Baker Gladstone & York is situated in a prime location in Croydon, making it easily accessible for our clients. Our team of experienced financial professionals is committed to providing personalized and tailored solutions to help our clients achieve their financial goals. We understand that every client has unique financial needs, and we work collaboratively to develop bespoke strategies that align with their objectives.
Our range of services includes wealth management, investment advice, retirement planning, tax planning, and estate planning. Our team of financial advisors has the expertise and knowledge to provide comprehensive financial solutions to individuals, companies, and institutions.
Baker Gladstone & York prides itself on providing its clients with exceptional customer service. Our team is friendly, approachable, and always willing to go the extra mile to meet our clients' needs. We understand that financial planning can be daunting, and we strive to ensure our clients feel comfortable and informed throughout the process.
Whether you're a first-time investor or a seasoned veteran, Baker Gladstone & York is the perfect choice for anyone seeking expert financial advice. Contact us today and let us help you achieve your financial goals.
Photos
Location & Phone number
8B Rathbone House, 22-26 Tanfield Road, Croydon CR0 1AL, United Kingdom
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"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."
"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."
"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."
"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."
"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."
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