Established over 23 years ago, Baker Davies was formed as an independent financial advice firm that cares about what it does and has a reputation for going the extra mile to build long-term relationships.

With offices in both Poole and Salisbury, the firm looks after individuals, their families and businesses. Baker Davies caters for all aspects of financial planning and sets out to protect clients’ financial futures at each stage of their life. This basic premise has helped to form its client-centric ethos. ‘We seek to put clients first and do the right thing in all that we do’.

The directors, Tony Davies and Peter Kingswell-Farr, attribute the major part of the success and growth of the firm to ‘hiring the right team and investing in them’.

The firm is dedicated to supporting charities, including Dorset & Somerset Air Ambulance, Dorset Mind, Faithworks Wessex, Make a Wish Foundation and Julia’s House. The whole team at Baker Davies are also committed to being ‘Dementia Friends’ after receiving training in this area.