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.
In 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. The regulatory approvals have now been given and as of 1st August 2016 we are now wholly owned by 1825. This is great news as we now have access to substantial resources to further improve what it is we deliver for you, our clients. You won’t experience seismic change; indeed, the evolution in BD becoming a vital element of 1825 will occur incrementally as we develop our business for the betterment of our clients and the BD team.
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
Baigrie Davies & Company Limited (02426924) is registered in England at 30 St Mary Axe, London EC3A 8BF and is authorised and regulated by the Financial Conduct Authority. Registration number 225058.
Conflict of InterestWe operate in accordance with our conflicts of interest policy which sets out the types of actual or potential conflicts of interest which affect our business and provides details of how we manage these. Please contact us if you would like a copy of this.
Baigrie Davies is wholly owned by 1825, part of the Standard Life Group.
Baigrie Davies offers independent advice but if a conflict of interest arises by recommending a Standard Life product, the services we provide will be made on terms no less favourable to you than if the conflict or potential conflict had not existed.