About us


Baigrie Davies is a rather unusual financial services firm. We were founded back in 1986 and over the years we have grown steadily, increasing our numbers, strengthening our management team, broadening our ownership and evolving into two overlapping business units:


  • Our Financial Planning business, serving private individuals and their families;
  • and our Corporate Services business, serving employers and their workforces.



On the 5th April 2016 we announced the excellent news that we are to become an integral part of 1825, Standard Life’s new, national financial planning business. Our regulator needs to approve this change of ownership, but both before and after that it’s very much business as usual for our clients and the BD team. Further information and a Q&A can be found here, but in summary we have taken this step in order to access the substantial resources needed to further improve what it is we deliver for you, to give our team a better opportunity to further themselves and give Arthur a route to the retirement he deserves.


So, back to the point of this website, which aims to give an introductory flavour for both our Financial Planning and Corporate Services propositions. If you are new to BD and either – or both – are of interest, please get in touch. Baigrie Davies are proud to support the Chartered Institute for Securities and Investments and delighted to be an Accredited Financial Planning Firm™, a recognition of excellence in Planning that a very small minority of firms in the UK are able to qualify for.

 


 

The Financial Ombudsman Service (FOS) is an agency for arbitrating of unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website www.financial-ombudsman.org.uk

 

Authorised and regulated by the Financial Conduct Authority. Registration number 225058.



CISI