Baker & Co Financial Solutions Ltd

Chartered Financial Planners in Cirencester – Baker & Company

Baker & Company, longest established Independent Financial Advisors in Cirencester, was created in 1984 by Mick Baker DipPFS whose banking background inspired him to set up a business where he could give fully independent financial advice. He has been successfully assisting clients improve their finances and protect their families ever since.

Due to the increasing demand for independent financial advice and the need for a totally unbiased impartial service, John Townsend APFS joined the practice in 2003 having himself already gained over 25 years experience within the financial services sector.

Chartered status qualified, John became Director of Baker & Company in 2007.

As a result of the level of investment and pension advice sort from Baker & Company Mick and John are ably assisted by four support staff, Sue, Debbie Jo and Lindsey, to ensure that all clients receive a first class service and are treated fairly and consistently by the brokerage.

The Chartered Difference

Baker and Company Financial solutions Ltd has been awarded the prestigious Chartered Financial Planners designation by the professional body for Financial Advisers, the Chartered Insurance Institute (CII).

This is the industry’s gold standard for firms of financial planners. It confirms that we have satisfied rigorous qualification criteria by retaining highly-qualified staff who subscribe to the membership conditions of the CII.

It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics. You can view the Code at http://www.cii.co.uk/code.

When you use a Chartered firm you are dealing with proven professionals. The CII is empowered by the Privy Council to award Chartered status, and the award is only made in deserving cases. And while Chartered titles are steeped in history, they remain the benchmark of professional excellence and integrity.

Only the UK’s premier financial planning firms qualify for Chartered status, and there are fewer than five hundred such firms in the UK. If you wish to know more about how using a Chartered firm can ensure you get the best possible advice, service and support, please don’t hesitate to get in touch.

Call us on 01285 653493 to see how we can help you.

Read our Treating Customers Fairly charter

Industry Newsrss

FSCS Deposit Limits increase to £85 000 from 30 January 2017(14-Feb-17)

Deposit Limits Deposits made by private individuals and small businesses to any authorised firms are protected by the FSCS. These can be referred to as “retail deposits”. Slightly different limits and rules apply if you have a claim against a deposit firm that was declared in default before the FSCS became operational (1 December 2001). From 30 […]

Thoughts from F&C Multi Manager team to the US election result.(09-Nov-16)

We are likely to see market volatility extend over a period of time, though much like with the Brexit shock, rallies are also likely in some areas. We are facing a sharp sell-off today but the longer-term outcomes are less obvious. Markets always adjust over time, though the probability of significant shifts in domestic and […]

Brexit – What next for equities?(27-Jun-16)

Don’t panic, says former Bank of England governor Posted at12:35 As well as the political fallout from the referendum, there’s also the economic impact. But in an interview with BBC political editor Laura Kuenssberg, Lord King, the former governor of the Bank of England, says people should stay calm. “I don’t think people should be particularly worried – markets […]