At Baker Davies, we are independent financial advisers who build trusted lifetime relationships with our clients.
Our mission is to make complicated financial ‘things’ simple and take away our clients’ worries. Our aim is for you to achieve and enjoy financial freedom.
What Our Clients Say
We nicknamed Kerry the pensions fairy because she sorted our pensions out in a very accommodating and pleasant way.
Thank you, Tony, for your advice and recommended future actions to be taken on Inheritance Tax Planning. We are very pleased to state that it is our firm belief that Baker Davies operates in a very professional way, which has given us excellent financial benefits over the years. All the members of your staff are of a highest calibre and have always been very helpful in every way.
We have a long-term professional relationship with Peter of Baker Davies which started when we lived abroad around 1998. He has advised us on everything. He helps us make good choices. We trust him implicitly, he understands our situation, is very friendly, responsive, competent, efficient, direct and honest.
Shortly after Simon put all our financial planning in place, my husband was killed in an accident. Everything had to be reviewed. Simon held my hand through every part. He was so careful because I was so vulnerable. He did a great job. The regulators agreed, they randomly selected my file to review and they said he’d done ‘a fantastic job’.
Working with Baker Davies is so refreshing as their focus on client service runs deep throughout the entire firm. Their passion is for their clients. They are committed to delivering a fully independent advice proposition and operate under the highest levels of integrity and professionalism.
I have never delivered a brand workshop to a company where every single person in the firm was so united in their common values and so absolutely determined to do the right thing for their clients. It was a joy to see.
We find their down to earth and practical advice to be very helpful. In particular, the scope of the investments offered makes us feel confident the financial solutions match our requirements and the time taken to provide and explain options is really appreciated.
Without doubt, we owe our present happy financial position entirely to your efficient management of our affairs and have no hesitation in recommending your services to friends, family and colleagues.
Knowing that I can ask Tony anything has taken all the pressure off worrying about things.
Kerry took the time to find out what we really needed. She was very knowledgeable and thorough, had the foresight to think ahead for us and recommend a great deal that suits us perfectly. The whole thing was handled with great probity and the process was painless and professional. It was a massive contrast to what we experienced 5 years ago when we first considered equity release.
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OUR 6-STEP CYCLE
How We Work Together
WHO WE ARE
Independent Financial Advisers
Baker Davies are independent financial advisers who work with our clients to protect their financial future at each stage of their life. We provide flexible bespoke solutions and model portfolios built around our clients’ perception of risk. We are not product driven, but seek to work with our clients to provide an ongoing personal service, regularly monitoring and reviewing their portfolios and taking into account their changes in circumstance.
Funds we oversee (in £M)
Number of clients