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Baker Davies Ltd Baker Davies Limited is a firm of Independent Financial Advisers (IFA's) created originally alongside a firm of Accountants and now work on referrals from both Accountants and Solicitors, as well as Stockbrokers, other professionals and existing clients. Baker Davies offer a highly professional, unbiased and caring service to our clients.
Served areas
  • Bournemouth & Poole
Services
At Baker Davies, we are independent financial advisers who build trusted lifetime relationships with our clients. Our mission is to make complicated financial 'things' simple and take away our clients' worries. Our aim is for you to achieve and enjoy financial freedom. 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.
From the Holes Bay Road roundabout, take the A3049 (Dorset Way) heading towards Bournemouth and follow the brown signs to Tower Park. At Tower Park Roundabout take 2nd exit onto Old Wareham Road/B3061 and take next immediate left off the dual carriageway into Yarrow Road. English Ford is on the left and Breeze on the right.
The Adviser's role is to find out what is important to their clients, gather facts, establish attitude to risk and preferences, then to design, recommend and review financial planning strategies. Where appropriate they liaise with the client's other professional advisers and keep up to speed with product, legislative and market changes.
The Client Account Managers (CAMs for short) perform a key role in providing ongoing client service and supporting the Advisers to deliver advice. Every client has their own dedicated CAM. The CAMs collate information from your confidential fact find and from product providers to keep track of what you have.
The Personal Assistant to the Directors and Office Manager assists with various projects and responsibilities to do with running the business. Dealing with invoices and management information as well as providing in-house system supervision and IT support. The Compliance Consultant provides independent compliance services to help the company attain and exceed the highest of standards set by the regulators. Strategic decisions about how Baker Davies manage the funds they oversee are made by the Investment Committee.
Reviews (13)
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Ma Adams
Nov 25, 2021
Baker Davies, and Emma in particular, is very knowledgeable, professional and approachable. Nothing is too much trouble. We have the utmost confidence in her commitment to give us the best financial advice at all times.
Freya Kendall
Nov 19, 2021
Ritchie was brilliant. So helpful during the whole process, and ensured we got the best deal. Made things super easy for us, couldn't be happier. Highly recommend.
Billy Davidge
Nov 15, 2021
Would like to thank Ritchie Whiting for all his help with getting my mortgage sorted he made the process a breeze! Highly recommended
Martyn Solomon
Oct 16, 2021
Cannot thank Ritchie Whiting enough. From initial conversation about our needs and affordability, through the whole process to completion he has been brilliant. Without his quick service we would not have the house we have. Nothing was too much trouble and he made us feel comfortable and took away all our stress. If there was a 6th star I would add it.
Gemma Roberts
Sep 24, 2021
I would highly recommend using Baker Davies. We worked with Ritchie and he was amazing. The advice provided was for my Nan and Ritchie explained everything very clearly, making her feel very comfortable and putting her at ease. She was very happy! We would definitely use Ritchie again.
Jeremy Lawson
May 22, 2021
I was looking for a better interest rate for my Buy to Let property. Ritchie was professional and thorough and managed to save me thousands of pounds compared to my previous rate. The transaction was quick and efficient and communication was great throughout.
Elisabeth Mock
Feb 09, 2021
Baker Davies executed a thorough and professional review of our personal finances and lifestyle choices before presenting a very detailed plan on how to manage our pension provisions. In particular Peter and Ritchie spent a great deal of time to ensure they could allay our worries regarding a subject that we found difficult to comprehend. At all times they communicated in a clear and sensitive manner and were always available to answer our numerous questions. We would not hesitate to recommend Baker Davies for your financial planning requirements.
Danni MacQueen
Jan 30, 2021
We can’t recommend Baker Davies highly enough. We have used them for two mortgage applications and each time they have managed to find the best value mortgage with brilliantly low rates. It’s peace of mind that everything is completed properly and you know you have got the best deal on the current market without going to all the local banks separately. We have been helped by Peter and Ritchie and both are fantastic. We always recommend them to our friends and family and will continue to do so. Thank you!
Danni MacQueen
Dec 23, 2020
We can't recommend Baker Davies highly enough. We have used them for two mortgage applications and each time they have managed to find the best value mortgage with brilliantly low rates. It's peace of mind that everything is completed properly and you know you have got the best deal on the current market without going to all the local banks separately. We have been helped by Peter and Ritchie and both are fantastic. We always recommend them to our friends and family and will continue to do so. Thank you!
Matthew Fry
Nov 24, 2020
My wider family has had dealings with BD going back to around 1999 or so. They have always managed things in a very good and professional way. They are not pushy unlike other financial advisers I have had experience of. In terms of my immediate family and me, we have had help from them on the following financial issues that come to mind immediately: 1) mortgages / remortgages 2) savings accounts 3) bare trusts for children 4) pension plans simplification and reinvestment 5) defined benefit (final salary) pension withdrawal in conjunction with another separate IFA 6) inheritance tax planning In terms of their investment philosophy, they are keen to ensure that market reductions are protected against by their flexible models and yet market increases are full taken advantage of.

I have seen a good return on my investments in the last year which I am more than happy with. I have had contact with a few individuals from BD over the years including Tony, Peter and Emma and the same ethos flows through all of them in that they are genuinely concerned about me and my family and they want to ensure that our financial situation is secure and that there are no unanticipated risks that have not been considered in the financial planning we are doing now.

I respect their honesty and integrity as demonstrated by their willingness to seek outside help if I need help regarding things that are outside their normal lines of business specifically DB Pension withdrawal where specialised advice is needed. To BD specifically, please keep up the good work. Thanks.
Peter Wood
Nov 23, 2020
Back in 2004 Peter Farr arranged a mortgage for us which proved to have an amazingly low interest rate. We have just remortgaged. We tried a general company, but after months, gave up (I am an older applicant). In desperation, I called Peter. Again, he immediately found me a mortgage for the full amount I needed. What more could I ask?
Peter Wood
Oct 08, 2020
Back in 2004 Peter Farr arranged a mortgage for us which proved to have an amazingly low interest rate. We have just remortgaged. We tried a general company, but after months, gave up (I am an older applicant). In desperation, I called Peter. Again, he immediately found me a mortgage for the full amount I needed. What more could I ask?
Jeremy Lawson
Feb 05, 2020
I was looking for a better interest rate for my Buy to Let property. Ritchie was professional and thorough and managed to save me thousands of pounds compared to my previous rate. The transaction was quick and efficient and communication was great throughout.