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If you wish to enquire further about our services and see if Baigrie Davies is right for you, please complete this short form.
All you need to do is to indicate which of the 4 areas of interest you have and provide some brief contact information, and our Managing Director, Ian, will ensure that you are contacted by the most appropriate member of our team to have a chat.
I'd like to talk to you about:
Financial Planning for private clients
We look to enter into long-term relationships with our clients, and add most value to those with at least £150,000 of investable assets.
Please tick this box to enquire further whether or not Baigrie Davies is right for you.
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Trustee Investing
If you are a trustee to an existing trust, or are investigating setting a trust up, please do tick this box to enquire further.
Given the involved and intricate nature of most types of trusts, we are willing to discuss most given situations.
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Mortgage Finance
Regardless whether your mortgage requirements relate to purchase or remortgage, residential or commercial, we will be delighted to offer advice should your total borrowings exceed £200,000.
If this is your requirement, tick this box.
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Corporate Services
We are able to help if you are reviewing your existing employee benefits arrangements, or require advice in a start-up situation.
We ask that if you either employ, or anticipate employing 20 staff plus, our Corporate team is able to ensure you obtain the best advice relating to your situation.
Please do tick the box to enquire further.
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My contact details:
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