Mandy Dale

In March 2024, Chris, Mandy and Julia became the new owners of Baker Davies Ltd. They were introduced to Baker Davies by a trusted partner who worked with them at their firm Hanbury Wealth. Hanbury Wealth is an independent IFA practice and is a top 100 Citywire New Model Adviser company based in Hertfordshire, with the same approach to client service standards, ethics and care as Baker Davies, making them a great match. Baker Davies are already seeing the benefits of the new structure via a new, lower-cost and progressive investment solution already in practise at Hanbury Wealth.

Mandy’s past experience ranges from HSBC to city-based wealth management firm Partners Wealth Management. Mandy has worked for Hanbury Wealth for 15 years and her key mandate with Baker Davies is to work with the Paraplanning team to share her knowledge and experience, finessing and reviewing processes and efficiencies.

In her spare time, Mandy enjoys raising money and volunteering for a local school for children with complex and severe learning difficulties. She also likes to keep fit and spend time with friends and family.