Bastow & Co Limited

Independent Financial Adviser Manor Croft, Alne Road, Tollerton, York, North Yorkshire, YO61 1QA

First meeting at adviser's own cost

Response rating

9.0/10

16th July 2018

CLEAR SPEAKING ADVICE Helping you make the right financial decisions, at the right time, and at the right cost.

We can advise you on

Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Insurance & protection
- Accident & sickness
- Critical illness
- Income protection insurance
- Life insurance
Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Financial planning
- Wealth management
Long term care
- Long term care

Meet our advisers

Andrew Bastow DipPFS

Independent Financial Adviser

Qualifications & Accreditations Hide qualifications

CF2 - Investment and Risk (CII)

This examination assesses a knowledge and understanding of investment products and the risks involved.

J01 - Personal Tax (CII)

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

J06 - Investment Principles, Markets and Environment (CII)

At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.

R01 - Financial Services, Regulation and Ethics (CII)

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

R06 - Financial Planning Practice (CII)

This qualification helps advisers develop and demonstrate their financial planning capabilities.

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

What our clients say

“I found Andrew very personable and helpful and he explained everything very simply so everything was very clear. Highly recommended.”

Tracey Wilson, Client

“We always valued the service we have received very highly. Andrew has provided advice to us for many years now which has always proved to be trustworthy and fruitful.”

Peter & Dorothy Wilson, Client

“We wanted a broad independent financial health check without any hard sell on new financial products and you delivered just that and more, giving us a clear action plan of things to take away and give further consideration to in the future.”

Graham & Paula Plevey, Client

“You have been extremely helpful, pleasant and courteous in supporting me through a stressful situation. Thank you.”

Alison Dennison, Client

“I can rest assured that clients of Andrew will be looked after with the greatest care, empathy and attention to detail. His ability to consider the wider picture and really understand the client’s needs is second to none.”

Gareth Marland, Director Life Team, Berwins Solicitors Harrogate

Where to find us

About us

BASTOW & CO is Andrew Bastow (Dip PFS) - an experienced, independent financial planning specialist with an enlightened approach to finance that focuses on practical actions, clear direction and proven results.

Trusted by clients across Yorkshire, Andrew offers a bespoke advisory service informed by over 30 years’ experience in the financial services industry and proven market insight. This expertise ensures your finances are always two steps ahead.

From the first day, Andrew works in close partnership with you to understand your needs, identify your investment goals and minimise your risks. He specialises in developing personalised investment strategies that makes your money work harder - today, tomorrow and for years to come.

Our services

WHY CHOOSE BASTOW & CO?

> Fairness and objectivity in all dealings
> Impartial independent advice
> A relentless focus on your financial security
> Continual innovation
> The information and insight you need to make a sound decision
> High standards of effectiveness and efficiency
> Open, honest and clear communication
> Accuracy, integrity and punctuality

PROCESS:

A brighter financial future in five steps
Bastow & Co’s tried and tested 5-step process ensures you receive the right advice at the right time, every time.

1. One-to-one CONSULTATION
2. In depth EXPLORATION
3. Personal RECOMMENDATION
4. IMPLEMENTATION
5. Continual EVOLUTION

Compliance

Bastow & Co Limited is authorised and regulated by the Financial Services Authority.
We are entered on the FSA register No. 230612

We can advise you on

Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Insurance & protection
- Accident & sickness
- Critical illness
- Income protection insurance
- Life insurance
Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Financial planning
- Wealth management
Long term care
- Long term care

Advice methods

Face to face

Preferred clients

Minimum wealth (income/assets)

£50,000

Minimum pension value

£50,000

Minimum mortgage value

£0

Website

Compliance

Bastow & Co Limited is authorised and regulated by the Financial Services Authority.
We are entered on the FSA register No. 230612

Contact options

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