Baker Gladstone & York Ltd.

Rathbone House
22-26 Tanfield Road
Croydon
CR0 1AL
United Kingdom

E-mail

info@bgyifa.com

Phone number

020 8240 4487

Services

Cashflow planning

Our goal is to help you align your financial future with your life goals. For us, success is a client who has clear lifestyle objectives and a financial plan to get them there. We use advanced computer software to research, compare and select the most suitable options for you. Explore our services below.

Cashflow planning

Cashflow planning is a rigorous exercise that outlines in detail current and future expenditure matched against your assets and income. It allows us to see with as much accuracy as possible your current financial position and progress against your goals, as well as “stress testing” for unexpected events.

David has been my financial adviser 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.
Clare Somerville

A cashflow plan is an essential tool in helping to make lifestyle decisions, such as when you can afford to retire or how much you’ll be able to leave as an inheritance to friends and family.