A first-rate collective of independent financial advisers

With a presence throughout the UK, our premier firm provides advice on pensions, investments, wealth & personal protection, and more.

We understand that your wealth management needs are individual, much like you. Which makes being impartial especially helpful – because we have no ties to other parties, we can be totally objective and know that the solutions we suggest are unbiased and best suited to your financial goals.

We’ve been tailoring our bespoke services and helping clients navigate what can be complex financial markets since 1999. From those very early days, our business has evolved mainly through client recommendations, of which we’re extremely proud.

Add to this our holistic approach to financial planning and objective financial advice and we’re able to not only protect and enhance our clients’ wealth, but also their sense of wellbeing.

Our qualified and expert advisers cover the whole financial services market. So whether you’re seeking to build an investment portfolio, or create a tax-efficient retirement strategy, we’ll find the best-match solutions for you.

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Whenever you invest, it is important to remember the value can fall as well as rise.

Proudly supporting our community

Our commitment to local causes that enrich the area in which we operate—and contribute to the wellbeing of our community—is central to everything we do.
We take pride in getting involved and supporting local charities, projects and businesses. Not only does this allow us to give something back, it also gives us the opportunity to connect, engage and enjoy being part of the community we serve.

We are proud to sponsor Bournemouth Rugby

Meet our team

Chris Emery
Director
DipPFS
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Mandy Dale
Director
DipPFS
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Julia Nicholas
Director
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Peter Kingswell-Farr
Independent Financial Adviser
DipPFS
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Simon Radley
Independent Financial Adviser
DipPFS
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Emma McMahon
Chartered Independent Financial Adviser
BA (Hons), FPFS
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Ritchie Whiting
Independent Financial Adviser
DipPFS, Certs CII (MP & ER)
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Nathan Corcoran
Independent Financial Adviser
DipPFS
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Carla Gillard
Paraplanner
DipPFS
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Ethan Davies
Paraplanner
DipPFS
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Suzie West
PA and Office Manager
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Donna Ellis
Client Account Manager
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Jackie Smith
Client Account Manager
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Sarah Blackburn
Client Account Manager
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Gemma Fowler
Client Account Manager
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Jody Lodge
Administrative Assistant
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Ben Jones
Office Accounts Assistant
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Julie North
Business Development Manager
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Client stories

Interested to know more about our client relationships? Hear from a range of clients, both personal and corporate, as to why they choose Baker Davies.

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Latest financial news

Get in touch

Talking about money might not be at the top of your agenda, but we can transform your financial journey into something conscious and rewarding. Grab a cuppa for an informal, no-obligation chat with one of our experts to see if we could be the right fit for you.

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