Baker Davies Limited

Independent Financial Adviser 5 Acorn Business Park, Ling Road, Poole, Dorset, BH12 4NZ
FCA verified
12th August 2019
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
    • Buying first home
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Self-employed mortgages
    • ISAs
    • OEICs
    • Commercial mortgages
Meet our advisers
Amanda Cook Dip PFS
Independent Financial Adviser
Peter Kingswell-Farr DipPFS
Tony Davies BA (Hons) MIFs DipFA
Managing Director
Simon Radley DipPFS
Independent Financial Adviser
Where to find us

5 Acorn Business Park, Ling Road, Poole, Dorset, BH12 4NZ

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.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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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