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
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.
QUICK FACTS
Business established
Funds we oversee (in £M)
Number of clients
Get in Touch
Main office
5 Acorn Business Park,
Ling Road,Poole,
Dorset, BH12 4NZ
Phone: 01202 716455
Email: admin@bakerdavies.com
Salisbury office
75 New StreetSalisbury,
Wiltshire, SP1 2PH
Phone: 01202 716455
Email: admin@bakerdavies.com