First steps
Although our clients come from all walks of life, they share one common interest – a desire to work with a dedicated partner who can provide them with knowledgeable advice. The starting point is a meeting with no obligation to you or Baigrie Davies, after which you are then able to decide if we are right for you.
Developing a deep and thorough understanding of your current financial situation and your hopes & aspirations for the future is imperative to the work we do for our clients. If we get the details right to start with the process is far more rewarding for you thereafter. This is because our focus is on planning for you, not on financial products that might be subsequently arranged.
After agreeing to work together we then carry out significant research, and ultimately provide you with a written plan explaining the steps you should take to move forward and achieve your goals. This can range from achieving a better balance between income and spending to making better use of existing assets. Step by step implementation of this plan follows.
Progress needs to be assessed at regular intervals which we will agree with you, and adjustments made as necessary, depending on changes in circumstances or your initial goals as well as external factors such as a changing investment climate & legislation. Therefore, the importance of ongoing dialogue cannot be stressed enough; our clients rely on us to advise them on the ongoing suitability of their plan, and we rely on clients telling us how their situation and goals have developed.
Enquire about becoming a client
If the information on our website has sparked an interest in you to investigate our services in more depth, please do feel free to request further detail by giving us a little information on our request form.
Regardless if your enquiry relates to Private Client, Corporate Services or Trustee Investing, we will be delighted to have an initial discussion with you.
Your email will be received personally by our Managing Director, Ian S. Howe, who will arrange for you to be contacted by an appropriate member of our team.
Alternatively, if one of the biographies of our advisers has particular resonance with you, do contact them directly. Of course, if using email isn’t for you, you can always call us on 0207 786 2000.