"The only question with wealth is, what do you do with it?" - John D Rockefeller
At Baigrie Davies, we advise clients on all aspect of their financial well-being. We offer a range of services for the private individual and our areas of specialisation are listed to the left. Please feel free to have a look by clicking on any of the links.
A Personal Service
Why is personal service so important in managing your financial affairs?
Because only by using financial tools that are right for you personally can you be sure of the best performance at minimum cost.
There are thousands of financial products available and expert guidance is essential. But the expert who guides you must clearly understand your needs, requirements and aims.
Inappropriate financial advice can cause infinite financial damage and can only be avoided by dealing with someone on a continuous, long-term basis who is prepared to thoroughly understand you.
At Baigrie Davies we take this as our first step. You will only be advised by a director or a fully qualified adviser. 70% of our adviser team are qualified as Certified Financial Planners (CFP). This is the ultimate qualification for a financial adviser and demonstrates quite clearly the knowledge and excellence within the company.
Continuity is vital and only by knowing that your adviser will not move on, leaving you behind, can you be sure that your needs will always be put first.
"Baigrie Davies has been advising me since I first needed financial advice. 14 years later they are still happy to take responsibility for their advice then and to manage those original investments and policies. They do it because they know happy customers do more business. They trust me and I trust them."
Mike Sutton, Director Sutton Young Design
