Advisers

The Adviser’s role is to find out what is important to their clients, gather facts, establish attitude to risk and preferences, then to design, recommend and review financial planning strategies. Where appropriate they liaise with the client’s other professional advisers and keep up to speed with product, legislative and market changes.

Skills

Baker Davies’ advisers are good listeners, have the ability to process large amounts of information, think strategically and communicate clearly.  They each enjoy solving problems to enable clients to achieve their goals and really value the relationships they build with clients over the years.

Areas of Advice

Each adviser is regulated to give investment advice and general financial planning. Among the team there are a few who also can advise in specialist areas including Mortgages, Releasing Equity and specialist advice for people needing Long Term Care. Our advisers work together to provide the best solutions for our clients.