Bastow & Co. Limited :: Independent Financial Advisers
Bastow & Co. Limited provides financial advice and planning, in plain English, to people who want to ensure they make the right financial decisions at the right times and at the right cost.
Services we offer
Bastow & Co. Limited offer a range of services backed by knowledge, expertise and experience. Whether you are concerned about your savings and investments, your eventual retirement or simply feel you are paying too much tax, Andrew Bastow at Bastow & Co. Limited can help you find ways of making the most of your money for both the present and the future.
Investment value can go down as well as up and you may not get back the full amount invested.
Levels and bases of and reliefs from taxation are subject to change and their value depends on the individual circumstances of the investor.
The Bastow & Co. service proposition
The service I offer is broken down into four stages as follows:
- An initial consultation: A complimentary consultation to identify your personal needs and objectives, establish what benefits would result from using my services, outline my associated costs and give you the opportunity to appoint me.
- A review and recommendation process: We would offer a complete review of your overall financial situation or you may request a specific review of particular issues that you feel require attention.
- An implementation process: Upon your agreement on the strategy to be put in place, products and investments are put in place on your behalf or a specific financial planning process is implemented.
- An ongoing review service: Aiming to add value through on-going dialogue and fund analysis. The purpose of this is to develop strategies over time to take into account your changing circumstances and objectives as well as developments in economic and legislative conditions.