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.
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’.
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.
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.
Knowing that I can ask Tony anything has taken all the pressure off worrying about things.
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.
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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.
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.
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.
We nicknamed Kerry the pensions fairy because she sorted our pensions out in a very accommodating and pleasant way.
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.