The way to become rich is to put all your eggs in one basket and then watch that basket." Andrew Carnegie
Baigrie Davies is a City-based, specialist wealth management firm. We advise those who wish to take control of all aspects of their financial affairs, with the on-going help of a trusted adviser. We offer two levels of service.
Wealth Planning
This is our most comprehensive service, and has been developed to deal with the demands of clients with significant assets and more complex affairs who are looking for a strong relationship with their adviser.
It is a bespoke service and covers in depth your financial strategy, reviews, communication and working with any other professional advisers you may have.
Financial Management
This service is aimed at clients with less complex needs who may not have the time to devote to financial planning or whose asset base is growing as their career and family life develops. This is a tailored service, which uses our stated standards on financial strategy, reviews and communication.
We make no bones about the fact that our advice comes at a price. We charge fees for our time and expertise to develop and then implement your wealth strategy.
Find out more
If you think we can help with your wealth planning or financial management, please get in touch so we can discuss your particular needs further and explain our fee structures to you.
