Response rating
7.0/10
FCA verified
13th November 2017

Baker Company Financial Solutions Ltd

Independent Financial Adviser Barton Hall, 29 Gloucester Street, Cirencester, Gloucester, Glos, GL7 2DJ
First meeting at adviser's own cost
For Professional, honest, transparent and impartial advice please ring John Townsend (Chartered Financial planner) or Mick Baker on
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Commercial mortgages
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Buy to let
    • Commercial for individuals
    • First time buyers
    • Flexible
    • High loan to value
    • Remortgage
    • Residential
    • Right to buy
    • Self employed
Meet our advisers
Michael Baker DipPFS
Independent Financial Advisor
John Townsend APFS
Chartered Independent Financial Adviser
Accreditations
Chartered Financial Planner
What our clients say
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, Gloucestershire
“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
John Traas, Wiltshire
Where to find us
About us

Baker & Company are directly authorised by the Financial Conduct Authority. We offer fully independent, professional and unbiased advice on a wide range of financial products. Please telephone or e-mail to arrange a mutually convenient appointment to discuss any financial matter.

Our services

Our aim is to treat all clients fairly and in an open, honest and transparent manner. After meeting with us you should be in no doubt as to how we may be able to help you and how much we charge for any advice. As Cirencesters longest practicing Independent Financial Advisers we pride ourselves on our knowledge, honesty and competitive charging structure which has served our clients well over the last 30 years.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£125,000
Compliance

Our treating customers fairly charter
✓✓ As a company the fair treatment of clients is central to the culture of our brokerage.
✓✓ We will ensure that any products or services marketed or sold by Baker and Company Financial
Solutions are designed to meet your needs in line with your objectives and aspirations.
✓✓ We will provide you with relevant information and ensure that you are kept appropriately
informed before, during and after the point of sale.
✓✓ Where we make a recommendation and give advice we will ensure that it is suitable and takes
account of your circumstances.
✓✓ Where it can be reasonably expected for products recommended, the service and performance
is of an acceptable standard and in line with your expectations.
✓✓ We will endeavour to ensure that you do not face unreasonable post-sales barriers imposed by
providers to change product(s), switch provider, submit a claim or make a complaint.

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