Reviews of Jon Baker Consulting
Bailey Cook Financial Planning Ltd, Bath
In setting up our business we spent a huge amount of time developing our client proposition, researching the appropriate provider and investment options for clients and ultimately articulating this into our Centralised Investment and Retirement Propositions.
Jon has now taken this to a new level. His great experience of developing and running investment and client propositions has enabled us to move forward quickly. Most importantly, he is a reassuring external oversight, and his involvement in our business means we can focus much more time on serving our clients rather that worrying about the background research and due diligence.
Jon has worked closely with advisers over many years and understands their mindset and challenges. Overall his involvement provides great comfort to us helping underpin our business.
Charles Bailey FPFS ACII
Director
Bailey Cook Financial Planning Ltd
Chartered Financial Planners
Comment
I really enjoy working with the whole team at Bailey Cook.
They are really well organised and it has been a pleasure to work with them to further develop their propositions, governance regime and client engagement.