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
Knowing that I can ask Tony anything has taken all the pressure off worrying about things.
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.
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.
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’.
We have been a client of Baker Davies since 1999. This has to be testament to their service alone. When running your own business, you usually forget about looking after your personal financial situation. This was very much so in our case. Thankfully, Baker Davies has looked after us with our investments, pensions and mortgages over the years right through to retirement. Tony and Pete always have our best interests at heart. We would not hesitate in recommending them and their team.
We nicknamed Kerry the pensions fairy because she sorted our pensions out in a very accommodating and pleasant way.
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.
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.
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.
How Can We Help You?
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
Get in Touch
5 Acorn Business Park,
Dorset, BH12 4NZ
Phone: 01202 716455
75 New Street
Wiltshire, SP1 2PH
Phone: 01202 716455