Our clients and Baigrie Davies link together through our three promises: Planning, Price and Partnership. Each link is only as strong as the other, and we all form the chain that anchors your interests to our advice and expertise.
The PDF document 'Wealth Planning and Financial management' makes the promises simple and clear.
The Planning Promise means working with you to understand your goals, dreams, fears and aspirations; agreeing and putting values on them (by no means all of which are based on money), and recommending steps to make them accessible by using all the tools available in modern financial management.
The Price Promise is all about being open and fair about the costs of working together. Our fees and charges are separate from the costs of investing, which helps us to drive down these costs to make sure you pay the very least when putting recommendations in place and looking after them.
Fees are set so we remain just profitable enough so we’re always here for you.
The Partnership Promise is just that. A Partnership of equals. Joining with us at Baigrie Davies is the start of a journey during which we share the successes and trials of your life, and ensure you have the means and protection to reach the journey’s end and cope along the way with all life can throw at you. In practical terms we meet at least once a year, and as many times as you feel suits you so you know where you are and have a stout companion each step of the way.