FCA verified
20th November 2017

Baker Davies Limited

Independent Financial Adviser 5 Acorn Business Park, Ling Road, Poole, Dorset, BH12 4NZ
At Baker Davies we view financial planning as a means to help clients achieve what is important in their life.
We can advise you on
    • Buy to let
    • First time buyers
    • Flexible
    • High loan to value
    • Remortgage
    • Residential
    • Self employed
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Commercial mortgages
    • Taxation planning
Meet our advisers
adviser-person
Amanda Cook Dip PFS
Independent Financial Adviser
adviser-person
Peter Kingswell-Farr DipPFS
Director
adviser-person
Tony Davies BA (Hons) MIFs DipFA
Managing Director
adviser-person
Simon Radley DipPFS
Independent Financial Adviser
Where to find us
About us

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.

Our services

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.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Compliance

Richard Kerr, managing director of Gemini Compliance Solutions Limited, provides compliance consultancy to Baker Davies.

Richard has specialised in offering compliance support services to directly authorised IFAs since 1995. By directly authorised we mean firms who have decided to register directly with the Financial Services Authority and operate their own systems and controls to meet the regulatory requirements ensuring they are bespoke and accurately reflect their needs and the needs of their clients.

Richard's monthly visits to Baker Davies provide an additional layer of client "peace of mind" through an external view on the advice given throughout the firm.

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