Book Your Complimentary Consultation - Limited Sessions Available
No cost. No obligation. FCA-regulated pension and retirement reviews for individuals preparing for the future.
Book Your Complimentary Consultation - Limited Sessions Available
No cost. No obligation. FCA-regulated pension and retirement reviews for individuals preparing for the future.
Why Book Now?
See all your pensions in one clear overview
Bring pension details together in one review, making it easier to understand your current arrangements.
Understand pension charges and tax
Review charges and tax considerations with an adviser, and see clearly how they apply to your pensions.
Clarity on retirement income options
Discuss different ways of structuring retirement income, and how each option may affect your planning.
Independent guidance on legacy planning
Explore long-term and legacy considerations, including how pensions and investments can be structured for the future.
Why Book Now?
See all your pensions in one clear overview
Bring pension details together in one review, making it easier to understand your current arrangements.
Understand pension charges and tax
Review charges and tax considerations with an adviser, and see clearly how they apply to your pensions.
Clarity on retirement income options
Discuss different ways of structuring retirement income, and how each option may affect your planning.
Independent guidance on long-term and legacy planning
Explore long-term and legacy considerations, including how pensions and investments can be structured for the future.
What Clients Say About Working With Our Advisers
Independent feedback from verified clients on VouchedFor.
“I found the review process straightforward and reassuring. Everything was explained clearly.”
“Phil explained my pensions in a way I could finally understand - clear and straightforward.”
“I’ve trusted David and his team for many years - they always take time to explain things clearly.”
by a verified client on
by a verified client on
by a verified client on
Client testimonials are individual experiences. They do not constitute financial advice or a guarantee of outcomes.
What Clients Say About Working With Our Advisers
Independent feedback from verified clients on VouchedFor.
“I found the review process straightforward and reassuring. Everything was explained clearly.”
by a verified client on
“Phil explained my pensions in a way I could finally understand - clear and straightforward.”
by a verified client on
“I’ve trusted David and his team for many years - they always take time to explain things clearly.”
by a verified client on
Book Your Complimentary Consultation - Limited Sessions Available
No cost. No obligation. FCA-regulated pension and retirement reviews for individuals preparing for the future.
The Value of Planning Ahead
Our complimentary consultation helps you:
Bring together details from multiple pension providers in one discussion.
Ask questions about charges, benefits, or options you may not fully understand.
Discuss different ways of structuring retirement income with an FCA-regulated adviser.
That’s why our Complimentary Retirement Consultation focuses on bringing clarity today, with no cost and no obligation.
The Value of Planning Ahead
Our complimentary consultation helps you:
Bring together details from multiple pension providers in one discussion.
Ask questions about charges, benefits, or options you may not fully understand.
Discuss different ways of structuring retirement income with an FCA-regulated adviser.
That’s why our Complimentary Retirement Consultation focuses on bringing clarity today, with no cost and no obligation.
Expert FCA-Regulated Guidance
Every review is delivered by a qualified, FCA-regulated financial adviser.
Independent advice from FCA-regulated professionals
Experience supporting clients across the UK
Clear, patient guidance — no jargon, no pressure
Confidential review, with no cost or obligation
This is an opportunity to review your pensions and retirement planning with a qualified adviser, in a clear and independent way.
Expert FCA-Regulated Guidance
Every review is delivered by a qualified, FCA-regulated financial adviser.
Independent advice from FCA-regulated professionals
Experience supporting individuals and families across the UK
Clear, patient guidance - no jargon, no pressure
Confidential review, with no cost or obligation
This is an opportunity to review your pensions and retirement planning with a qualified adviser, in a clear and independent way.
What Most People Ask Before Booking
Straight answers, so you know exactly what to expect.
Why is this session free?
Because we believe everyone deserves clarity about their retirement before making big decisions. This first consultation is at our cost - there’s no charge, no obligation, and no hidden agenda. If you find it valuable and want further support, we can explain how we work together long-term, but the choice is completely yours.
What will we cover in the session?
We’ll look at your pensions, retirement income needs, and any concerns around tax, legacy, or investments. You’ll leave with a clear picture of your current position and the options available.
Do I need to bring anything?
If you have recent pension statements, that helps. But don’t worry if not - we can guide you on what’s needed after the call.
Is my information secure?
Yes. We operate under strict FCA and GDPR regulations. Your details will never be shared or sold, they’re used solely to arrange your consultation.
How soon will I hear from you?
One of our team will call you as soon as possible to confirm a time that suits you. Please keep your phone handy, we’ll call from +44 7401 468887.
Get Clarity on Your Pensions and Retirement Options
Adviser capacity means we can only provide a set number of complimentary reviews each month - this each one is thorough and personalised.
“Baker Gladstone & York Ltd., Rathbone House, 22-26 Tanfield Road. CR0 1AL Croydon [email protected] 020 8240 4487 bgyifa.com
Registered in the United Kingdom. Registered No. 03764956 Registered Address: 75 Lavender Sweep, London SW11 1EA
Authorised and Regulated by the Financial Conduct Authority FCA No. 509758”