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

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.
Mr and Mrs D
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.
Richard Kerr, Compliance Consultant
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’.
Mrs E
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.
Jo and Rob
Knowing that I can ask Tony anything has taken all the pressure off worrying about things.
Lilian
We nicknamed Kerry the pensions fairy because she sorted our pensions out in a very accommodating and pleasant way.
Alan and Jackie
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.
Mike and Diana
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.
Hayley Grigor, Marketing and Brand Consultant
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.
Mr and Mrs D
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. 
Kim and Steve

How Can We Help You?

In retirement and want to know your investments are being looked after.

Approaching retirement with important decisions to make?

 

Inherited or become a POA or trustee & need sound advice?

 

 

Working hard & starting your financial journey?

 

Want to accelerate building your wealth?

 

 

Things change – later life and other specialist planning?

 

 

 

OUR 6-STEP CYCLE

How We Work Together

THE DEDICATED STAFF WHO SUPPORT YOU

Meet The Team

 

 

Advisers

 

 

 

 

 

CAMs

 

 

 

 

 

Support Team

 

 

 

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

CONTACT INFO

Get in Touch

Main office: 5 Acorn Business Park,
Ling Road, Poole, Dorset, BH12 4NZ
Phone: 01202 716455
Emailinfo@bakerdavies.com 

Baker Davies (Salisbury)
Close Gate House,
47 High Street, Salisbury,
Wiltshire, SP1 2PB
Phone: 01202 716455
Email: info@bakerdavies.com 

Head Office