BAKER DAVIES - Key Persons
Job Titles:
- OFFICE ACCOUNTS ADMINISTRATOR
Ben joined in May 2010, initially to assist with a massive project to scan and archive documents. When the role of accounts administrator became free, it was a natural progression for him with his keen eye for detail. Ben deals with invoices and management information as well as providing in-house system supervision and IT support. Ben is also a musician and has his own recording studio.
Carla joined Baker Davies in 2013 as a Client Account Manager. She has since achieved the Diploma in Regulated Financial Planning and is now using her wealth of knowledge and experience within the Paraplanning team.
Donna joined Baker Davies in November 2010 after taking a year off to look after her youngest child. Previously she worked for a couple of IFA firms as a specialist Pensions Administrator.
Job Titles:
- CHARTERED FINANCIAL PLANNER
On completion of an Honours Degree in Business, Emma went straight into the financial services industry in 2003. With over 13 years' experience at Baker Davies, Emma has solid technical knowledge of the solutions available to clients and an in-depth understanding of Baker Davies' client needs.
English Ford is on the left and Breeze on the right. Follow Yarrow Road until the next roundabout - McDonalds is on the left. Take the 3rd exit into Ling Road then first right into Acorn Business Park. Go straight up heading towards the Water Tower and Unit 5 is halfway up on the right-hand side.
Ethan joined Baker Davies in March 2022. He has worked in the wealth management industry for a number of years, with his past experience being primarily in Investments. He has achieved the CISI Investment Advice Diploma and is currently working towards the CII Level 4 Diploma in Regulated Financial Planning. When not spending time with his family, Ethan can be found in the gym or on the golf course.
Gemma joined Baker Davies in October 2010. She previously worked for another small IFA that specialised in Wealth Management.
Jackie will tell you she has been in financial services forever. She first worked with Peter and Tony in 2001, and she knows Baker Davies well, having performed various roles over the years as the business expanded. Jackie was instrumental in setting up the back office database system now in use for all clients and training others to use it. After a short career break, Jackie returned to join the team as a Client Account Manager, as this gives her the client contact she enjoys.
Job Titles:
- FINANCIAL ADVISER
- FINANCIAL ADVISOR
Nathan began his financial services career in 2001 and has learnt a great deal from both the challenging and buoyant market conditions that he has experienced.
Nathan is passionate about making a difference in the lives of his clients and supporting them by developing a plan to anticipate their future needs. Nathan enjoys looking for creative solutions to help clients thrive and feel confident with their financial future, no matter their stage in life.
Nathan takes inspiration from his client's experiences, with their resilience during challenging times and watching them flourish during the good times.
Nathan is a parish councillor and treasurer of his local conservation group. He is passionate about preservation, heritage, and supporting his local community.
Job Titles:
- DIRECTOR
- FINANCIAL ADVISER
- Directors
- Independent Financial Adviser
- INDEPENDENT FINANCIAL ADVISER and DIRECTOR
- Tony As a Business Partner
Suzie West joined Baker Davies in May 2010.
She assists the two directors Peter and Tony in the efficient functioning of the office through a range of administrative, financial and managerial tasks. Suzie manages the CAM team and works on ad-hoc projects for the business.
Peter joined Tony as a business partner almost from the inception of Baker Davies in 1999 and performs the dual roles of being an adviser and running the business.
Peter has been an Independent Financial Adviser since 1986. He loves problem-solving and has been providing investment, strategic and product advice in a wide range of situations to facilitate: retirement planning, property purchase, various types of protection for families and businesses, and financial planning solutions for companies.
Peter oversees Human Resources and Information Technology (IT) systems. He also devised the Baker Davies three principles to guide decision making.
Job Titles:
- FINANCIAL ADVISER
- INDEPENDENT FINANCIAL ADVISER
Ritchie joined Baker Davies in Jan 2019 and has now been signed off as an Adviser. He has achieved the Level 4 Diploma in Regulated Financial Planning.
"I have always been interested in financial planning. For a while, I worked in mortgage administration, and I have always enjoyed working with people. I got to know Baker Davies over a number of years, through my previous employment, providing a service to the firm. I like the ethos of the company, how they are very client focussed and genuinely help people to protect their families and plan for their future."
Sarah worked for Beacon House Wealth Management in Bournemouth for 16 years before the directors Chris and John approached the Baker Davies directors, seeking a like-minded firm to look after their clients when they retired. Beacon House joined forces with Baker Davies in 2007, making Sarah the longest-serving member of the team.
Job Titles:
- FINANCIAL ADVISER
- INDEPENDENT FINANCIAL ADVISER
Simon Joined Baker Davies in 2008 and works mainly from the Salisbury office right next to Salisbury Cathedral.
Simon began giving Independent Financial Advice in Wiltshire in 1994, utilising many of the interpersonal skills he learnt in previous roles in the industry. While offering advice in all areas of financial planning, he specialises in providing investment advice, retirement planning and inheritance tax mitigation.
Simon's strengths are in developing successful client relationships, which he has done over many years, and his ability to make technical issues less complicated for clients to understand. He provides honest, straightforward and friendly advice. Simon has clients from all walks of life and all different ages, from retired to those just starting out in their working life.
Job Titles:
- PA and OFFICE MANAGER
- PERSONAL ASSISTANT to the DIRECTORS
Job Titles:
- FINANCIAL ADVISER
- MANAGING DIRECTOR
- Independent Financial Adviser
Tony was approached by accountant Jeff Baker in 1998 to set up Baker Davies to ‘look after his clients' financial planning needs. By 1999 Baker Davies was formed, with Pete also joining as business partner as his skills and knowledge complemented Tony's.
Tony became an Independent Financial Adviser in 1986 and has advised many people in many areas of financial planning. These days he tends to specialise in wealth management for those who want an overall investment and financial planning strategy. Typically including investment advice, inheritance tax planning, income and capital gains tax planning, to help clients achieve their goals.