Approaching retirement and want to enjoy it?


Helping us make decisions about early retirement and ongoing monitoring of our investments

We had used Baker Davies since moving to the area some eight years ago to advise me on ISA investments and found their down to earth and practical advice to be very helpful. In particular the scope of the investments offered made us feel confident the financial solutions matched our requirements rather than being forced to commit to a particular offering.

When my company decided to close its final salary pension scheme we were forced into making a life-changing decision regarding potential retirement. Central to the decision were the financial implications of taking early retirement and the investment returns we could expect in the medium and longer term. Having explained the situation to Baker Davies they helped us identify various options and made suggestions regarding potential investments. The discussions were in context of the risk profile established with my wife and I and it enabled me to deal with my company with solid information at my disposal. Baker Davies stressed the need for flexibility and took time and trouble to provide and explain options so we always felt comfortable with the advice given.

Having decided to take the option of early retirement, Baker Davies worked with us to put the various investments in place so as soon as funds were released they were smoothly transferred and began to work. Baker Davies have continued to monitor our investments and give us advice on their performance which we trust and value.

At a time where financial markets are in turmoil and financial advice is questioned, we are very satisfied with the service provided by Baker Davies. Their friendly, practical advice and the time taken to provide and explain options in really appreciated.

Mike & Diana Chapman


Structuring our portfolio for retirement, inheritance tax planning then dealing with changes on my own - Lilian


Lilian and her husband were retired and wanted to make sure they would have the income they needed to provide the lifestyle they wanted. In 2000 Jeff, their accountant, introduced them to Tony to review their entire portfolio and make appropriate changes to generate income while protecting against inflation, generate good returns without excessive risk and make things as tax efficient as possible.

As well as gradually re-structuring the portfolio, Tony recommended inheritance tax planning so that they could enjoy their wealth and know that at some point, it will pass to their family - rather than the tax man.

After Lilian's husband passed away, Tony has continued to manage her wealth and keep in regular contact so that she knows where she stands financially.

Lilian says, "Tony has been very patient, very nice and has been a great support beyond just advice on what to do with the money. There were a lot of decisions to make after my husband died. Knowing that I can ask Tony anything has taken all the pressure off worrying about things.

He has met with our accountant, solicitor and stockbroker as well as my family and it's good to know that everything is being taken care of. Pete has also advised my son for mortgages which was very helpful. Looking back, we weren't getting such personal service or interest from our previous financial advisers."

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