02082404487 info@bgyifa.com

How we are paid

On receiving an enquiry we invite a prospective client to come to our offices for a preliminary meeting or we can arrange to meet at another suitable location. The purpose of the meeting is firstly to establish whether we are able to assist with your needs and objectives and secondly to discuss how we would be paid for our services should we be instructed to proceed. There is no charge for this preliminary meeting and no obligation on either side.

After the initial free consultation, we will agree with you a fee for our services.

Initial Consultation – at our expense

A meeting to establish your objectives and explain how we work and whether we can work together will be held entirely at our expense. At the end of this meeting we will agree with you what level of service will be provided to you and how you wish to proceed. Depending on the work required of us, we will agree a charging strategy and begin to work on your behalf.

Familiarisation, Research, investment selection and implementation

We charge 3% of the value of assets that are invested with us.

Ongoing Service

The charge for ongoing service will be agreed in advance and is 1% a year of the value of the wealth upon which we advise.

No charges for fees will be made without prior notification in writing.

For mortgage advice you can choose how we are paid: you can either pay us a fee, usually £500, or we can accept payment from the lender.

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



Baker Gladstone & York Ltd is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 509758 http://www.fca.org.uk/register.

Baker Gladstone & York Ltd Registered Address: 75 Lavender Sweep, London, SW11 1EA. Registered in England & Wales, No. 03764956.

Neither Baker Gladstone & York Ltd nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at http://www.financial-ombudsman.org.uk.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

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