Clients
Keith and Elisabeth Mock
We came to Baker Davies after becoming dissatisfied with our previous adviser. We were looking for an individual, or boutique company, who would offer us a more personal service, and had heard about Baker Davies through word of mouth. They now handle everything from pension investments to mortgage and equity release for us and understand just what we need – taking the time to explain our financial planning options and opportunities, and addressing the very real emotional factors that influence our ultimate decisions, which is invaluable. Our adviser, Ritchie, instils such confidence, so that we feel better informed and completely able to trust in his recommendations and guidance. His personal service, clear communication and professionalism in supporting our financial future is priceless.
Adviser
Services
Investments
Mortgage
Equity Release
Linda Hendey
I came to Baker Davies after being recommended by a friend. Since my husband died, Simon – my financial adviser – has really put my mind at ease about my finances. From managing and consolidating my investments, to arranging an annuity, he has been nothing but patient, friendly and trustworthy, and I have complete confidence that my money is being well looked-after.
Adviser
Services
Investments
Annuity
Andrew and Victoria Turton
We originally came to Baker Davies for advice on our pension provision over 20 years ago. At the time, I (Andrew) was a barrister in a private practice and had to make my own arrangements for pensions and investments, out of fees earned.
Peter Farr was recommended by a friend and we have had a real personal service from him, with regular meetings face to face. In addition, Baker Davies have provided newsletters by post and more recently by email. We have always had great trust in Peter and Baker Davies, and now we are retired we value their input in safeguarding our funds.
Adviser
Services
Pensions