Baker Davies Limited

Independent Financial Adviser  5 Acorn Business Park, Dorset, BH12 4NZ
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FCA authorised
Last authorised 23rd November 2020
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
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Buy my next home
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Buy to let
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Buying first home
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Self-employed mortgages
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ISA / Unit Trusts / OEICs
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OEICs
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Offshore investments
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Unit trusts
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Taxation planning
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Commercial mortgages
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Stockbroking services
Meet our advisers
Simon Radley BA (Hons) MIFs DipFA
Independent Financial Adviser
Peter Kingswell-Farr DipPFS
Director
Kerry Saunders
IFA and Accredited Later Life Adviser
Tony Davies
Managing Director
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
Advice methods
  • icons
    Face to face

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

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