About the Business

At Baker Davies, we view financial planning as a means to help our clients achieve what is important in their life. We do this in a friendly, pleasant and very professional manner.

All clients are referred to as clients not customers. We believe in having an ongoing relationship with clients, whereas a customer may just buy something once and not purchase from you again. Many clients really enjoy visiting the office and find any contact by phone or in person is friendly and personal while professional. Clients often comment on how pleasant it is to deal with everyone at Baker Davies.

The directors have cultivated a good working atmosphere where people enjoy coming to work. While the work gets done there is also a sense of fun, pride and purpose. Many of the staff say they enjoy working at Baker Davies because of the personal service they can provide here.

Location & Hours

Unit 5/Acorn Business Park/Ling Rd

Poole, BH12 4NZ
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