Bastow & Co Limited

Independent Financial Adviser  Manor Croft, Tollerton, North yorkshire, YO61 1QA
First meeting at adviser's own cost
CLEAR SPEAKING ADVICE Helping you make the right financial decisions, at the right time, and at the right cost.
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Long term care
Response rating
7.0/10
check
FCA authorised
Last authorised 10th August 2020
Meet our advisers
Andrew Bastow DipPFS
Independent Financial Adviser

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

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

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

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

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.

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
“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
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

Where to find us
Head office address: Manor Croft, Alne Road, Tollerton, York, North Yorkshire, YO61 1QA
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 10th August 2020

Similar advisers near you

Independent Financial Adviser 3.61 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
Independent Financial Adviser 6.78 mi
We offer plain speaking advice you can trust
 
Restricted - whole of market 6.81 mi
Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
 
Independent Financial Adviser 6.92 mi
We believe in working with our clients to provide them with proactive financial advice tailored to them.