Financial planning
is all about people


Some clients want to fully enjoy their retirement - instead of worrying about their money, or paperwork or what they can afford.


For others, financial planning is closely linked to their business and they want clever advice to help them achieve business goals as well as personal ones.

When beginning to build wealth in their lives, clients seek help to get mortgages, save wisely for the future and make sure their loved ones will be looked after if something happens to them.

At Baker Davies, we view financial planning as a means to help our clients achieve what is important in their life. We do this in a friendly, pleasant and very professional manner.

We get to know our clients as people; we learn what is important
to them, and what they want to achieve now and in their future.

We use the latest technology to thoroughly research the right solutions for
our clients, drawing on the expertise within the Baker Davies
team and from the wide range of specialist product providers and
professionals we know.

We take time to ensure that our clients are completely happy with our
recommendations. This may also include liaising with our clients' other
professional advisers such as their accountant, lawyer or stock broker or
even other family members.

We not only provide sound, sensible, compliant advice we
also provide ongoing service to our clients.

Read about it in Which Service is for you


Clients not customers

All clients are referred to as clients not customers. We believe in having an ongoing relationship with clients, whereas a customer may just buy something once and not purchase from you again. Many clients really enjoy visiting the office and find any contact by phone or in person is friendly and personal while professional. Clients often comment on how pleasant it is to deal with everyone at Baker Davies.
Read what our clients think


Our working environment

The directors have cultivated a good working atmosphere where people enjoy coming to work. While the work gets done there is also a sense of fun, pride and purpose. Many of the staff say they enjoy working at Baker Davies because of the personal service they can provide here. Find out why people enjoy working at Baker Davies

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Baker Davies Ltd
5 Acorn Business Park, Ling Road, Poole, Dorset, BH12 4NZ

t: 01202 716455


01202 716455