01202 716455 admin@bakerdavies.com
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  • Main office: 5 Acorn Business Park, Ling Rd, Poole, BH12 4NZ

Baker Davies
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Questionnaire Download

Download “Lifes a journey questionnaire – Client in Pre – Retirement“

 

Download “Lifes a journey questionnaire – Client in Retirement“

About Us

  • Our Culture
  • Our Locations
  • Your Team

Working Together

  • Monitoring Investments
  • Financial Planning
  • Ongoing Services

Useful Info

  • News & Articles
  • Questionnaire Download
  • Glossary of Terms

 

 

Baker Davies © 2019 All rights reserved | Registered in England & Wales No. 03452959. Baker Davies VAT No. 730191759 | Registered Office Address: Unit 5, Acorn Business Park, Ling Road, Poole, BH12 4NZ | Privacy Policy | Terms & Conditions |

Baker Davies Ltd is authorised and regulated by the Financial Conduct Authority.

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We are open for business

We recognise the uncertainty that Covid-19 may be causing.  We will continue to provide regular updates on this page.

 

  • We remain fully open for business, while observing local government guidelines.
  • We still have a small number of staff in the office to take phone calls, administer post and we continue to provide the full range of services required by our clients.
  • Our transition to remote working has gone smoothly, due to our investment in additional infrastructure and the commitment and skill of our team.
  • Clients can still conduct business as usual and we are accepting new clients.
  • We continue to have appointments by telephone or video-call.

 

How to contact us

You can reach us as normal on our office landline and e-mail addresses.

  • Office landline: 01202 716455
  • Or contact your designated Adviser and/or Client Account Manager.
  • For general enquiries please e-mail: admin@bakerdavies.com