Baker Davies Limited

Independent Financial Adviser  5 Acorn Business Park, Poole, Dorset, BH12 4NZ
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FCA authorised
Last authorised 28th June 2021
Our mission is to make complicated financial matters simple and take away our clients' worries. Our aim is for you to achieve and enjoy financial freedom.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
Emma McMahon
About us

Established in 1999, our priority is to build trusted lifetime relationships with our clients.

Our services

Baker Davies are independent financial advisers who work with our clients to protect their financial future at each stage of their life. We provide flexible bespoke solutions and model portfolios built around our clients’ perception of risk. We are not product driven, but seek to work with our clients to provide an ongoing personal service, regularly monitoring and reviewing their portfolios and taking into account their changes in circumstance.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£100,000
Minimum mortgage value
£250,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

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

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