Our Culture


Independent financial advisers

At Baker Davies, we are independent financial advisers who work with our clients to protect their financial future at each stage of their life. People are at the heart of our business, and we seek to put them first and do the right thing by them in everything that we do.

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 deliver an ongoing personal service, regularly monitoring and reviewing their portfolios and taking into account their changes in circumstance.

We seek to always be fair, with a transparent charging structure and clear communication so that we make complicated financial ‘things’ simple. At Baker Davies, we go the extra mile to build long-term relationships and take our clients’ financial worries away whatever situation they face.

To find out what our clients say about us…


Can I trust Baker Davies when I don’t know much about investing?

Independent compliance consultant Richard Kerr says, “Baker Davies has very high standards and go above and beyond what many other firms do.”

Hayley Grigor marketing and brand consultant says, “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.”

Baker Davies has been independently vetted by the council and achieved “Buy with Confidence” status. The advisers are very highly qualified and are members of professional bodies. It is the investment committee, not one individual, who oversees investment strategy. The business has grown based primarily on word of mouth and personal recommendation since 1999.

For all these reasons and more you can be assured that you will be in safe hands with Baker Davies.