EDUCATION AND QUALIFICATIONS:
BSc (Hons) from Bristol University in politics and social policy
Chartered Financial Planner and Certified Financial Planner (which basically means lots of experience and qualifications to help me to do my job)

AREAS OF PROFESSIONAL EXPERTISE:
Financial planning and wealth management for individuals, families and Trustees. By its very nature this requires me to be a 'generalist' but I also have specific expertise in tax mitigation (income, capital gains and inheritance), investment management and retirement cash-flow planning.

MY AMBITION IN LIFE:
To provide a happy home for my family and to help my clients be successful with their money.

THINGS I REALLY LIKE:
Human endeavour.

THINGS I DON'T LIKE:
Wasted talent and talentless wasters.

MY FAVOURITE EVER FILM:
'Cool Hand Luke' with Paul Newman.

MY FAVOURITE EVER BOOK:
'My Name is Red' by Orhan Pamuk.

MY FAVOURITE EVER CELEBRITY:
See "dislikes talentless wasters" above.

MY FAVOURITE EVER ALBUM/CD:
I'm not the man to ask about music - I'm told I have two left ears.

MY HERO:
George Orwell.

IF I WASN'T A WEALTH PLANNER, I WOULD REALLY LIKE TO BE:
Fortunate enough to know a good wealth planner.

WHAT A CLIENT HAD TO SAY ABOUT ME RECENTLY:
"I wouldn't like to have to spend my time keeping on top of all this Adam, but I'm very glad you enjoy doing it for me!".

EMAIL:
adam.calderwood@baigriedavies.co.uk

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EDUCATION AND QUALIFICATIONS:
Queen Elizabeth College, London, BSc Maths and Physics; AFPC and CFP.

AREAS OF PROFESSIONAL EXPERTISE:
Retirement Planning, Investment Advice, Socially Responsible Investment (SRI). Clients tell me that attending to their personal finances is time consuming and not very interesting! We enjoy putting together financial solutions and working with clients to see them fulfilled.

NON EXECUTIVE APPOINTMENTS:
Board Director of FSA
Governor Channing School

Former Deputy Chair, the Association of Independent Financial Advisers (AIFA)
Former Director of the Personal Investment Authority
Former Director of the Consumer Financial Education Body

MY AMBITION IN LIFE:
To have more time to spend with people I care about.

THINGS I REALLY LIKE:
Music, Dance, Opera, Theatre, Swimming, Reading, Good food, Gardening, Travel, Talented people.

IF I WASN'T A WEALTH PLANNER, I WOULD REALLY LIKE TO BE:
I don't want to do any other job.

WHAT A CLIENT HAD TO SAY ABOUT ME RECENTLY:
"Trust is everything. I was lucky enough to find Amanda Davidson at a time when I needed a thorough review of my pension, protection plans and other investments. We quickly built up a good rapport. She took care to understand my needs, and to point out some new ones! I feel I'm always getting the benefit of her considerable experience and she has a very specialised team at Baigrie Davies to back her up. It's a set-up which works very well for me." Huw Edwards journalist and broadcaster

EMAIL:
amanda.davidson@baigriedavies.co.uk

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EDUCATION AND QUALIFICATIONS:
CFP; FIFP; and Chartered Financial Planner.

AREAS OF PROFESSIONAL EXPERTISE:
Financial Planning.

MY AMBITION IN LIFE:
To leave the business and clients in robust financial health and wise to the world of planning.

THINGS I REALLY LIKE:
Peace and quiet.

THINGS I DON'T LIKE:
Interference in my life and football.

MY FAVOURITE EVER FILM:
Not an interest of mine.

MY FAVOURITE EVER BOOK:
Too many to record and many more to read.

MY FAVOURITE EVER CELEBRITY:
No one should be a celebrity, anonymity for all.

MY FAVOURITE EVER ALBUM/CD:
Bach: Advent Cantatas.

MY HERO:
Brunel.

IF I WASN'T A WEALTH PLANNER, I WOULD REALLY LIKE TO BE:
Captain of a small cargo ship, running out of Stockholm.

WHAT A CLIENT HAD TO SAY ABOUT ME RECENTLY:
"I'm very pleased with the service and professional advice. In particular I appreciated the advance agreement on consultation fees."

EMAIL:
arthur.davies@baigriedavies.co.uk

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EDUCATION AND QUALIFICATIONS:
Educated at a Progressive School in Dorset in the 1950/1960s. Studied music and education at Dartington College of Music and Drama, gaining a Diploma in Music Education.
Advanced Planning Certificates in Taxation & Trusts (G10), Pensions (G60) and Business Planning (G30).
Member of the Institute of Financial Planning (IFP) and a Certified Financial Planner (CFP).

AREAS OF PROFESSIONAL EXPERTISE:
Comprehensive financial planning, which includes estate planning (IHT mitigation), investments and pensions pre- and post-retirement.

MY AMBITION IN LIFE:
To travel and see as much of the world as possible.

THINGS I REALLY LIKE:
Chocolate and wine.

THINGS I DON'T LIKE:
Cigarettes and smoky atmospheres.

MY FAVOURITE EVER FILM:
Green Card.

MY FAVOURITE EVER BOOK:
Philip Pulman's Dark Materials Trilogy.

MY FAVOURITE EVER CELEBRITY:
Sir Steve Redgrave.

MY FAVOURITE EVER ALBUM/CD:
Chris Rea - The Road to Hell.

MY HERO:
Nelson Mandela.

IF I WASN'T A WEALTH PLANNER, I WOULD REALLY LIKE TO BE:
Lawyer.

WHAT A CLIENT HAD TO SAY ABOUT ME RECENTLY:
"Since Charlotte took over looking after my investments my confidence in Baigrie Davies has increased enormously. She is proactive, thorough and straightforward in her approach, all of which I much appreciate."

EMAIL:
charlotte.rye@baigriedavies.co.uk

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EDUCATION AND QUALIFICATIONS:
ACII and FPC

AREAS OF PROFESSIONAL EXPERTISE:
Mortgage Lending and protection.

MY AMBITION IN LIFE:
To make a difference.

THINGS I REALLY LIKE:
My job, Rangers Football Club and the Aston Martin DB9.

THINGS I DON'T LIKE:
Fake people.

MY FAVOURITE EVER FILM:
Goodfellas, Jerry Maguire or Ferris Bueller's Day Off.

MY FAVOURITE EVER BOOK:
The Moon's A Balloon - David Niven.

MY FAVOURITE EVER CELEBRITY:
Noel Gallagher or Ally McCoist.

MY FAVOURITE EVER ALBUM/CD:
Definitely Maybe - Oasis or Joshua Tree - U2.

MY HERO:
My Mum.

IF I WASN'T A WEALTH PLANNER, I WOULD REALLY LIKE TO BE:
Rockstar or Professional Footballer!

WHAT A CLIENT HAD TO SAY ABOUT ME RECENTLY:
"It was a breath of fresh air to deal with Craig, he took control of the whole process from start to finish."

EMAIL:
craig.taggart@baigriedavies.co.uk

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EDUCATION AND QUALIFICATIONS:
I hold the Diploma in Financial Planning. The next step I plan to take is to achieve Certified Financial Planner status.

AREAS OF PROFESSIONAL EXPERTISE:
I specialise in dealing with my clients' needs, protecting their lifestyle and helping them realise their ambitions. I also work alongside our Employee Benefits department dealing with corporate clients.

MY AMBITION IN LIFE:
To travel, to write, to learn to cook well, to have a family.

THINGS I REALLY LIKE:
I follow Tottenham Hotspur, so I consider myself a football fan. I enjoy reading novels but also getting engrossed in factual and historical books, broadening my knowledge and interests. I enjoy seeing live sport and music.

THINGS I DON'T LIKE:
Oppression and fundamentalism in their many forms, slow public transport and Arsenal.

MY FAVOURITE EVER FILM:
Clerks

MY FAVOURITE EVER BOOK:
Out of many, the one I have read the most is Catch 22. I enjoy quirky and imaginative authors such as Roald Dahl, Terry Pratchett, Christopher Brookmyre & Robert Rankin.

MY FAVOURITE EVER CELEBRITY:
I don't really have one, but if I did, it would be someone who makes me laugh!

MY FAVOURITE EVER ALBUM/CD:
Nevermind by Nirvana or Black Album by Metallica.

MY HERO:
Roald Dahl, he wrote great books and lived an interesting life.

IF I WASN'T A WEALTH PLANNER, I WOULD REALLY LIKE TO BE:
An author.

WHAT A CLIENT HAD TO SAY ABOUT ME RECENTLY:
"Great Guy, very good to do business with. A good, professional service - to the point and decisive - thank you."

EMAIL:
henry.bennett@baigriedavies.co.uk

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EDUCATION AND QUALIFICATIONS:
MBA, BSc and Chartered Financial Planner.

AREAS OF PROFESSIONAL EXPERTISE:
Corporate and Executive Planning.

MY AMBITION IN LIFE:
To walk the Inca Trail and Dive in Lake Titicaca.

THINGS I REALLY LIKE:
Riding my motorbike, diving, rugby, my baby daughter and sleeping (although the latter appear mutually exclusive).

THINGS I DON'T LIKE:
Brussels Sprouts, Nuts and Soap Operas.

MY FAVOURITE EVER FILM:
The Great Escape.

MY FAVOURITE EVER BOOK:
The Lord of the Rings.

MY FAVOURITE EVER CELEBRITY:
Colin Jackson.

MY FAVOURITE EVER ALBUM/CD:
Tom Jones' Reload, Elton John's Goodbye Yellow Brick Road and Lynyrd Skynyrd's One More from the Road.

MY HERO:
Isambard Kingdom Brunel.

IF I WASN'T A WEALTH PLANNER, I WOULD REALLY LIKE TO BE:
A Diving Instructor.

WHAT A CLIENT HAD TO SAY ABOUT ME RECENTLY:
"I attended the seminar on childcare vouchers, bikes for work, computers for home and pension changes. I was really pleased to have so many topics covered in one hour long lecture, as it covered the maximum number of relevant schemes in the minimum time."

EMAIL:
huw.davies@baigriedavies.co.uk

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EDUCATION AND QUALIFICATIONS:
Business and Finance HND, Bournemouth University
Chartered Insurance Institute, Diploma in Financial Planning

AREAS OF PROFESSIONAL EXPERTISE:
Ensuring that our clients receive the best possible advice, making sure that life's twists and turns are planned for, hopes and dreams are realised. I'm fortunate in that the Baigrie Davies team is a band of brilliant professionals, so I can get on and lead, manage and evolve the best financial planning firm in the UK!

MY AMBITION IN LIFE:
For my family and I to live the life we choose.

THINGS I REALLY LIKE:
Spending as much time as possible with my wife and children, Arsenal Football Club, Skiing, my i-pod, very good wine and interesting cheese.

THINGS I DON'T LIKE:
Arrogance, bullies, dishonesty, sloping shoulders, over-running engineering works, and cold custard.

MY FAVOURITE EVER FILM:
Really depends on my mood, but up there has to be, Moulin Rouge, Where Eagles Dare, Godfather 2, and The English Patient.

MY FAVOURITE EVER BOOK:
I have to say The Gruffalo by Julia Donaldson and Axel Scheffler or my daughters would never forgive me.

MY FAVOURITE EVER ALBUM/CD:
The Seldom Seen Kid by Elbow, but it must be the Live at Abbey Road recording featuring the BBC Concert Orchestra and the choir Chantage.

MY HERO:
Wonder Woman

IF I WASN'T A WEALTH PLANNER, I WOULD REALLY LIKE TO BE:
The "retired Managing Director of Baigrie Davies". There really is no other job I want. But I wish I could get on the ski slopes more often, I'd love to teach children and, with a young family, I would give anything for the odd lie-in.

WHAT A CLIENT HAD TO SAY ABOUT ME RECENTLY:
"My experience of dealing with Ian has always been a positive one. He is a man of his word, who delivers on promise. Held in the highest regard by his peers, Ian demonstrates true integrity and honesty, coupled with an intelligent response to his clients' demands." - Philip Chalk, Director, Hillcrest Search Limited.

EMAIL:
ian.howe@baigriedavies.co.uk

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EDUCATION AND QUALIFICATIONS:
H.N.C.Eng.I.F.A. In my formative years studied under the great Joan Littlewood. Theatre Royal Stratford.

AREAS OF PROFESSIONAL EXPERTISE:
Pensions, both Personal and Company. Investments. Giving my clients an ethical, personal and professional service over the last 26 years.

MY AMBITION IN LIFE:
To be able to look after my family.

THINGS I REALLY LIKE:
Honesty, the sound of young children laughing.

THINGS I DON'T LIKE:
Insincerity.

MY FAVOURITE EVER FILM:
One Flew Over The Cuckoo's Nest.

MY FAVOURITE EVER BOOK:
Cry Freedom.

MY FAVOURITE EVER CELEBRITY:
Nelson Mandella.

MY FAVOURITE EVER ALBUM/CD:
Any Bob Dylan.

MY HERO:
My Mum and Dad.

IF I WASN'T A WEALTH PLANNER, I WOULD REALLY LIKE TO BE:
A professional squash player.

WHAT A CLIENT HAD TO SAY ABOUT ME RECENTLY:
"Highest praise... John's expert, professional, very personable and good at communication. He made a complex and stressful period far easier for me. Baigrie Davies receives my business because of John and in direct competition with another IFA. I have introduced him to the Bank of Nova Scotia as a result of my confidence in him and your firm."

EMAIL:
john.smith@baigriedavies.co.uk

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EDUCATION AND QUALIFICATIONS:
BA (Hons) Economics, Diploma in Financial Planning. I am currently studying towards achieving the Certified Financial Planner status.

AREAS OF PROFESSIONAL EXPERTISE:
I have been heavily involved in specific areas of pension and investment planning for business owners and directors, including the use of property purchases and loanbacks using self-administered pension vehicles.

MY AMBITION IN LIFE:
Too many to mention. I am driven by goals and challenges, so to achieve all goals and challenges set.

THINGS I REALLY LIKE:
Playing football, swimming long distances, cycling longer distances, political debate, road trips, my family, people with courage, do-ers.

THINGS I DON'T LIKE:
Celebrity culture, unfulfilled promises, the done-for

MY FAVOURITE EVER FILM:
Love Actually

MY FAVOURITE EVER BOOK:
Yes Man by Danny Wallace, which will hopefully epitomise my initial experience of London. It's Not About The Bike by Lance Armstrong - a courageous and inspirational autobiography.

MY FAVOURITE EVER CELEBRITY:
I'm not sure if Winston Churchill would appreciate being referred to as a celebrity.

MY FAVOURITE EVER ALBUM/CD:
Brushfire Fairytales by Jack Johnson. Set to repeat for four months in California in 2005.

MY HERO:
My family

IF I WASN'T A WEALTH PLANNER, I WOULD REALLY LIKE TO BE:
Travelling to weird and wonderful places around the world

WHAT A CLIENT HAD TO SAY ABOUT ME RECENTLY:
"Last year I found myself in a very difficult position. After meeting with quite a few Financial Advisors I came across Baigrie Davies, especially Lee Westley. I can highly recommend Mr. Westley and therefore the Company. I found him very thorough, kind, understanding, good sense of humour and extremely professional. I feel I have found someone I can trust after my bad experience with my previous Financial Advisor." Mrs I Bali.

EMAIL:
lee.westley@baigriedavies.co.uk

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EDUCATION AND QUALIFICATIONS:
BSc (Hons), AFPC and Certified Financial Planner.

AREAS OF PROFESSIONAL EXPERTISE:
All areas of investment advice with particular focus on investment and retirement planning.

MY AMBITION IN LIFE:
To ensure my family doesn't want for what they need.

THINGS I REALLY LIKE:
My daughter's laughter. She never fails to cheer me up!

THINGS I DON'T LIKE:
Arrogance.

MY FAVOURITE EVER FILM:
The Shawshank Redemption.

MY FAVOURITE EVER BOOK:
I've read so much it's impossible to say.

MY FAVOURITE EVER CELEBRITY:
Bobby Moore; talented and modest.

MY FAVOURITE EVER ALBUM/CD:
Anything by Elvis.

MY HERO:
Ellen MacArthur; a sailing genius!

IF I WASN'T A WEALTH PLANNER, I WOULD REALLY LIKE TO BE:
Relaxing on a beach in Devon.

WHAT A CLIENT HAD TO SAY ABOUT ME RECENTLY:
"You cut through the technical jargon and made sense of my finances - a great help."

EMAIL:
richard.gray@baigriedavies.co.uk

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