We are independent financial planners, specialising in advice to private clients, employers and trustees. We place your circumstances at the centre of all that we do, even before our profitability. As a client you know that our advice, without compromise, is driven by what is in your very best interests, rather than that of our own. We agree with you how we are to be paid rather than any other company or organisation and our team is qualified to the highest recognised standards.

We hope that by using our website you will feel either reassured that we are your adviser already or become intrigued enough to find out more about being a client of our company.

To give you a bit more detail on what we do, we recognise that the question 'How much is enough' is the truth at the heart of Financial Planning. Whether it be wealth management, financial advice, annuities or pensions, and provided by a financial planner or independent financial adviser, at the epicenter will be a deep understanding of a client's affairs such that whatever lifes passing throws at them, be it success, failure, disaster or triumph, the passions that matter most to a client, family, business or self, will remain safe and secure through the planning, advice, execution and service that the best financial plan will deliver.

What Baigrie Davies does for its clients can best be summed up by the words on the back of all our business cards...

"We advise those who wish to take control of all aspects of their financial affairs, with the ongoing help of a trusted adviser. Wealth planning and financial management is not about selling things. It is about having the insight, knowledge, experience and skill to fully understand an individual, family or corporate financial situation and to then work out the best financial strategy to improve that situation. The strategy needs to be clearly communicated, the solutions efficiently implemented and the plan regularly reviewed. Only then can we effectively achieve our aim. To increase the wealth of those whom we advise."

We place enormous value on your views and opinions, so if you have any suggestions or feedback to share with us on our website, or services, please do get in touch with me, otherwise, I hope you find our website of use and interest.

Ian S. Howe
Managing Director