Response rating

9.0/10

18th September 2017

Bastow & Co Limited

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

First meeting at adviser's own cost

Clear Speaking Advice :: financial advice and planning, in plain English, 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
- 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

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.

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.

CF2 - Investment and Risk (CII)

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

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.

What our clients say

'Andrew has always come across to us as a decent, honest hard working individual who strives to give us the best financial advice to meet our requirements.'

Mr & Mrs T., Halifax

'Highly professional approach with efficient methodology - excellent!'

Mr. M., Knaresborough

'It is very difficult in this day and age to find somebody you can trust, but it is certainly not a problem where you are concerned.'

Mrs W., Church Fenton

Where to find us

About us

Genuinely dedicated to assist you in making well informed financial plans and decisions; giving clear speaking advice and using good old fashioned common sense. Expertise in both generic financial planning and specialist areas such as savings and investments and wealth management. Established in his own practise since 2001 Andrew Bastow has nearly 30 years experience in financial services. Passionate in creating effective financial plans, Andrew is well placed to assist you make sound, well informed financial plans and decisions.
Bastow & Co Limited :: Clear Speaking Advice

Our services

Clear Speaking Advice :: I support all my clients. I am fair and objective in all my dealings. I am independent,free of restraint. I am focused on my client's financial security. I give all my clients the information they need to reach a sound decision. I expect the highest integrity. I innovate and create to constantly improve. I strive to achieve high standards of effectiveness and efficiency. I communicate openly, frankly, clearly, accurately and timely.

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
- 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

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£0

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

Similar advisers near you

The Fry Group

Independent Financial Adviser 2.46 mi

Truly refreshing individual financial planning since 1898

See profile

Corville Wealth Management

Independent Financial Adviser 7 mi

We offer clients a truly professional & friendly service, making the complex world of Financial Advice easier to understand.

See profile

Pen-Life Chartered Financial Planners

Independent Financial Adviser 7.32 mi

We’re the only Chartered Financial Planners in Yorkshire to hold the coveted Kite Mark British Standard 8577.

See profile

Abacus Associates Financial Services Ltd

Independent Financial Adviser 7.42 mi

I build long term relationships with my clients and their families, ensuring they receive the best advice and service

See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.