We started in 1999 and we are now a small and happy team of 11 staff based across two offices in Poole and Salisbury. 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.
At Baker Davies we believe fundamentally in holistic financial planning. This means working with and alongside our clients to work out their needs, objectives and future plans. 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 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.
5 Acorn Business Park, Ling Road, Poole, Dorset, BH12 4NZ
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