Testimonials
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Peter listens, gives consistent and sound advice and reminds you to fill in the forms youve off completing! |
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Jeff Dale - January 14, 2013, |
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Solid but creative advice, mixed with a down to earth approach. Ive much valued Peters input. |
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Jeremy Greaves - January 14, 2013, |
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I have utilised Peters services over the years as I have moved companies, to advise on my pension arrangements. I have found his honest, straightforward, no nonsense advice invaluable. |
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Kim Hart - January 3, 2013, |
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Aaron is a knowledgeable professional, and his patience served him well in dealing with me when business and lifes challenges caused ongoing delays in getting business done. Overall, Id have no hesitation in recommending Aaron |
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Nigel Gauld - September 5, 2012, |
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I have used Aarons services to consolidate pensions and advise on the alternatives available. I established with him that a SIPP was the way forward and Aaron sorted out the rest. Great service. |
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Antoine Kohler - September 4, 2012, |
| I have known David for 10 years and value his expertise and advice highly. He takes both a proactive and practical approach to pension planning and investments to achieve consistently good results. |
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Catherine Hearn - July 9, 2012, |
| David has provided me with great financial advice over the last 6 years. |
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Peter Rowley - May 23, 2012, |
| David has provided me with advice over the last 4 years and has always been very personable, clear in his explanation of my options & not pressured in terms of taking the advice offered. |
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Mark Hodgkinson - April 17, 2012, |
| David makes the complex world of investments seem simple and he brings great insights and honesty to our discussions and his advice so far has been very valuble. |
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Steve Lamey - April 1, 2012, |
| David has been my financial advisor for over 10 years and has managed my affairs with great results. He has the ability to explain financial matters in a straightforward way, and has a creative approach to investments which takes into account the individuals specific requirements and preferences. I have recommended him to friends and colleagues who have been similarly impressed. |
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Clare Somerville - February 8, 2012, |
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I have utilised Peters services over the years as I have moved companies, to advise on my pension arrangements. I have found his honest, straightforward, no nonsense advice invaluable. Top qualities: Personable, Expert, High Integrity |
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Kim Hart - January 3, 2012, |
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Peter has been my pension and financial advisor for the last 5 years and has helped create a plan that suits my longer term objectives. Peter provides a comprehensive report and gives advice and guidance that are relevant. Through Baker Gladstone I purchased a Sipp that has performed well in a difficult market. Peter is open and transparent regarding fees.
Top qualities: Great Results, Good Value, High Integrity
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Tim Pottinger - November 29, 2011, |
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Aaron has provided me with consistent, timely advice and gets the balance right in terms of contact time. |
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Paul Robinson - August 23, 2011, |
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Great advice, great results so far. Always traumatic to change policies and took time with due diligence., but Aaron trustworthy and knowledgeable. Has my recommendation. |
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Mark Artus - July 26, 2011, |
| David and his team have been very helpful, pro-active, focussed and committed to helping my family and I with our financial planning, mortgage protection and tax planning needs. A pleasure to work with. |
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Stephen Lucas - July 19, 2011, |
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Peter has helped and advised me for a few years and has great expertise coupled with Integrity, he will often recommend doing nothing when that is the best course of action - unusual in his industry!
Top Qualities: Personable, Expert, High Integrity
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Mark Jacot - 26 June, 2011, |
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Peter cold called me but in an entirely appropriate fashion and always with the highest levels of professionalism. After a few meetings I agreed to work with Peter and have so far been very pleased with the results getting a return of over 11% in the first year with totally understandable information. I would recommend Peter highly.
Top Qualities: Great Results, Personable, High Integrity
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Gavin Ailes - June 7, 2011, |
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I have used Peters services for the last 5 years and he has been very helpful in sorting out and recommending the best financial products.
Top qualities: Personable, Expert
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James Spragg - January 17, 2011, |
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Peter is a true professional. He understands his business and is able to support clients effectively and efficiently. He is able to think outside the box in order to provide the best solution. He is responsive and detailed which makes a big difference in todays market. Top qualities: Personable, Expert, Creative |
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Beth Aarons - January 6, 2011 , |
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Peter came recommended as someone who could advise on a tailored approach to investment management. His personal approach has instilled both the confidence we sought & made the necessary review & adjust process painless. Top qualities: Personable, Expert |
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Craig Mills - November 25, 2010 , |
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I have turned to Aaron on a number of financial and investment challenges. Aaron has the ability to cut through the jargon and deliver a straight message and offer me the right solution by understanding my needs.
Top qualities: Personable, High Integrity, Creative |
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Mike Glegg - April 30, 2010, |
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Aaron is approachable, easy to deal with and makes complex Financial jargon easy to understand.
Top qualities: Great Results, Personable, Expert |
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John Wolstenholme - April 22, 2010 , |
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Aaron is thorough and personable and offered a great service and great advice. He has continued to provide a strong level of service.
Top qualities: Great Results, Personable, Expert
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Nick Mawditt - April 14, 2010, |
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Aaron is a valued advisor. He does his homework and follows through diligently. I would recommend him to others seeking advice in financial planning.
Top qualities: Great Results, Expert, On Time
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Royce Murphy - April 13, 2010, |
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Aaron takes care over details and tailors his ideas and advice carefully to the individual circumstances of his client: a pleasure to work with.
Top qualities: Personable, Expert, Good Value
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Duncan Jackman - April 13, 2010, |
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From our first meeting onwards Aaron has provided me with very professional, detailed and jargon-free advice that I can then use to make the right decisions with my finances. I thoroughly recommend him to anyone who wants gold standard financial advice.
Top qualities: Great Results, Expert, High Integrity
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Graham Cox - April 12, 2010 , |
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Aaron has continued to keep me informed about market conditions, options and issues in a way that I can understand. Both he and his colleagues have impressed me with their attention to detail and follow up. Hes extremely personable but respectful of time pressures. A good person to work with.
Top qualities: Personable, Expert, High Integrity
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Justin Hayward - April 8, 2010, |
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Aaron has been very proactive in giving me sound financial advice without being pushy. He clearly has a detailed understanding of his market and I would not hesitate in recommending his services.
Top qualities: Personable, Expert, High Integrity
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Peter Otero - April 8, 2010 , |
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Aaron is professional, reliable and very easy and straight forward to deal with.
Top qualities: Personable, Expert, High Integrity
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Mark Duckham - April 8, 2010, |
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David has acted as my Financial Advisor since 2009.He has specifically dealt with my pension needs and his advice has been open and honest. I have no problem in recommending him to individuals seeking independent financial advice.
Top qualities: Personable, Expert, High Integrity
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Mike Prager - March 23, 2010, |
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Aaron did a fantastic job of taking the pain and complexity away from consolidating my pension arrangements. Hes a genuinely nice guy, honest and prompt. I highly recommend his services and will be using him again in the future.
Top qualities: Personable, Expert, On Time
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Pete Petrella - March 9, 2010 , |
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Peter as the owner of Baker Gladstone and York has created and runs an organisation that always delivers what it says it will. They are professional in their approach, proactive in putting the needs of their clients first and extremely knowledgeable making excellent use of the deep expertise they have collectively across the Company. I would certainly recommend them to others.
Top qualities: Expert, Good Value, High Integrity
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Dominic Scarlett - February 5, 2010, |
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David Gladstone and his firm Baker, Gladstone and York have delivered superior and personable service (financial advisors) on pensions, investments and mortgages over the past 3 or 4 years - a time that has been extremely volatile. It is rare to get such good service these days. I cannot recommend David highly enough.
Top qualities: Great Results, Expert, High Integrity |
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Mark Dailey - December 23, 2009 , |
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Peter is the right sort of financial adviser - no pushiness, no fancy schemes or outlandish claims just sound practical advice. He is someone who you believe has your best interests at heart, sets out the options, help you reach a decision and, when needed, nudges you politely in the right direction.
Top qualities: Personable, Expert, High Integrity |
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Jim Buckle - November 11, 2009 , |
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“Peter has supplied me with personal financial advice and finance management for over 6 years. This has included pension, mortgage and long term investment help. In every case, the results have been excellent and I have no hesitation in recommending Peter to anyone that is looking for optimal financial performance.
Top qualities: Personable, Expert, High Integrity |
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John Hackney - November 11, 2009 , |
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I found Peters assistance and work to be excellent. He displayed general market expertise and his advice and recommendations were tailored specifically to the requirement.
Top qualities: Personable, Expert, On Time
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Tony Alleeson - November 10, 2009, |
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Peter has provided me with excellent financial advise over the last 5 years. He is always on hand to explain and provide expert advice in what is a complicated area. I would not hesitate to recommend him to others.
Top qualities: Personable, Expert, Good Value |
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Paul Concannon - November 10, 2009 , |
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Peter has provided me and my family with expert financial advice and guidance over a period of years.
Top qualities: Personable, Expert, High Integrity |
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David Andrew - November 10, 2009 , |