About us

Baigrie Davies is a rather unusual financial services firm. We were founded back in 1986 by Tom Baigrie and Arthur Davies, who are both still closely involved. But 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.

Across the whole business, we maintain some key commitments. One of these is that we are an independent firm in every sense of the word. We are Independent Financial Advisers as defined by the regulatory authorities; we are independent in that no third party has any stake in our business, or any influence over us; and we are independent-minded in that we will always say exactly what we believe, without fear, favour or agendas of any sort.

This website gives an introductory flavour for both our Financial Planning and Corporate Services propositions. If 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.


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