Baker & Co Financial Solutions Ltd

Testimonials

“I wanted to drop you a quick line to say thank you very much for your assistance in enabling me to understand exactly what I have got in terms of my pension plans and what these may mean to me when I finally retire. Whilst I have a rudimentary knowledge of the subject I feel more confident now that I know you are monitoring my portfolio for me.” Mrs W MacDougall

“Very knowledgeable and trustworthy, with the clients needs a priority.” Mr D Green

“I have known John Townsend for more than 30 years and when he became an IFA I had no hesitation in using him to help us with our financial affairs. John is a true professional and very good at explaining things clearly. This means that even when talking about complex areas like pensions I am able to understand what he has explained. John adopts a welcoming style and does not apply any sale pressure – I have no hesitation when I refer family and friends to him.” Norma Sutton

“Excellent service throughout a protracted house purchase.” Mr & Mrs Leich

“I have just received your annual update on my investments and I just wanted to drop you a line to thank you for help and advice over the years you have advised me but especially over the last couple of years where investment choices for the likes of myself have been so hard to make. I was obviously delighted with the performance of the funds you recommended, with different providers who I had not even considered, has given me the balanced portfolio I was striving for. I do agree however that it is not the time to rest on my laurels and we should meet again in the very near future to clarify my objectives for the coming year and beyond. I look forward to hearing from you shortly and thanks again, I hope your year has matched the performance of some of the funds you recommended to me!” John Traas

“Just a quick line to say that we have recently received our latest pension update from you together with your views and comments on the current year in relation to our pension portfolios and just wanted to say thank you, as this reassures us that our pensions are in safe hands.” Mr & Mrs Moffat

“Dear John, please find enclosed cheque for £325.00 as invoice dated 03/07/2013. The work you did for us was of great benefit, well worth your fee.” Mrs Jury

“John, we have finally managed to properly go through your report, so many thanks for this it set everything out in a very easy to understand way”

Many thanks again for your time in both the visit and report preparation.  We have been really impressed with the service and advice from you and wouldn’t hesitate to come to you again or recommend you to others”. Mr & Mrs Heathcote

John, thank you for all of your help I can say with some confidence that without your continued commitment and help we would never have achieved our goal of purchasing our new house, nor the re-mortgaging of three properties to make it happen! Mr & Mrs Wooldridge

Hi John, massive thanks for all you have done for me and a super meeting I cannot thank you enough. Regards and Huge thanks – Bleddwyn       

Dear John,  I would like to thank you for helping me sort my pensions out. The amount of paperwork involved is complicated and confusing. I can’t thank you enough. You’re a polite, professional and genuine man. I would recommend you to anyone seeking financial advice.  Kind regards Penny Carter – December 2014

Hi John, Thank you very much indeed for all of your help with my pension payout conundrum. You have been very generous with your time and expertise. Both Ian and I will not hesitate to return to you for advice when the time comes and I will certainly recommend you to anyone I know. Helen – July 2016

Dear John, just a little card to say thank you for all your help getting a mortgage. We had started to give up hope ! We are absolutely delighted that it all worked out in the end. You put a lot of hard work in and we are really grateful. Thanks again and best wishes. Noemi & David – November 2016

“Many thanks for your annual portfolio report, we are naturally very happy with the performance of our funds and grateful to you and your colleagues for taking a responsible and pragmatic approach to investing in our future”. Chris – January 2017

                                                                                                

 

 

 

 

Your home may be repossessed if you do not keep up repayments on your mortgage.

For mortgages we can be paid by commission or fee. If paying by fee this is typically 0.4% of the loan.

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For advice on any of the above, Contact Us now.

Baker & Co Financial Solutions Ltd is authorised and regulated by the Financial Conduct Authority, and is entered on the Financial services register (www.fca.org.uk) under reference 509664