Baker Davies Ltd - Poole

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Baker Davies Ltd: A Trusted Financial Planning Expert in Poole

Baker Davies Ltd, situated at Unit 5 Acorn Business Pk, Ling Rd, Poole BH12 4NZ, United Kingdom, stands out as a premier financial planning firm. With a phone number of 1202716455 and an accessible online presence through bakerdavies.com, they ensure clients can reach them conveniently. The company specializes in offering comprehensive financial planning services, with a strong emphasis on mortgage advising.

Key Features: Baker Davies Ltd is renowned for its thorough and client-focused approach. They offer both online appointments and onsite services, ensuring flexibility for their clients. Accessibility is a priority, with a wheelchair accessible parking lot and wheelchair accessible restroom, making their services inclusive for everyone.

Customer Reviews: The company boasts an impressive 24 reviews on Google My Business, with an average rating of 5/5. Clients frequently praise the excellent service provided, particularly highlighting the expertise of Ritchie Whiting. Reviews often mention his thoroughness, clarity in explanations, and the seamless process from the initial consultation to finalizing mortgage agreements. This speaks volumes about the quality of advice and service offered by Baker Davies Ltd.

Additional Information: For potential clients, it's noteworthy that the firm caters to a wide range of financial needs beyond mortgages, though their specialty lies in mortgage broking. The accessibility features demonstrate a commitment to serving a diverse clientele comfortably and conveniently.

Recommendations: For anyone seeking reliable financial advice or planning, Baker Davies Ltd, especially under Ritchie Whiting's guidance, is highly recommended. Their online presence, coupled with personalized, onsite services, positions them as a top choice in Poole for financial guidance.

Conclusion: With its stellar reputation, accessibility, and a strong client satisfaction rate, Baker Davies Ltd is a company worth considering for all your financial planning needs. Their commitment to providing thorough, accessible, and professional advice sets them apart in the competitive financial advising market.

"summary": "Baker Davies Ltd provides comprehensive financial planning with a strong focus on mortgage advising, located in Poole with excellent customer reviews.",
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👍 Reviews of Baker Davies Ltd

Andrew C.

5/5

Just wanted to add our review for the excellent service we have received from Ritchie Whiting at Baker Davis helping us with our first mortgage together. Ritchie is very thorough and every bit of information was always on hand and nicely explained to us, especially on some areas we weren’t too sure about. He really has made the whole process from start to finish seamless. I can honestly say, if you are looking for a decent mortgage broker / advisor , go and see Ritchie. Many thanks again for all your help and support so far.

Emma M.

5/5

Just completed our re-mortgage through Baker Davies. Ritchie and his team made the whole process easy and understandable. Any questions were answered promptly putting us at ease. Would highly recommend!

Carolyn P.

5/5

Ritchie Whiting has recently guided me through a daunting equity release process which I had to undertake as LPA for an elderly friend. His calm, expert advice and facilitation with the solicitor and mortgage provider were invaluable. He was supportive throughout, always prompt, patient and understanding. Ritchie is an asset to Baker Davies, I cannot recommend him more highly.

Kirk B.

5/5

Baker Davies provided my wife and I a 5* service on buying our first home. With a warm welcome from start to finish, Ritchie helped us in a professional manner. Ritchie helped with not only our mortgage, but also all the finer details on when you own your property and what you will need. Thank you again for all your help, we will highly recommend you in the future.

Kate T.

5/5

Ritchie was recommended through a friend. He is so good- gives such unbiased and honest advise as both a mortgage and financial advisor. He does his research, is realistic and even though he works on commission (meaning you don’t need to pay a huge fee) it is clear this doesn’t impact his advice. You aren’t talking to just a mortgage advisor but also someone knowledgeable about all aspects of buying a house and cares about you and your finances. 10/10 🫶🏼

Emma D.

5/5

Ritchie has been helping us with getting our first mortgage. We obviously have no knowledge of how it all works, not just the mortgage, but the extras that you would not really think about, ie life insurance, will, etc. He has been a joy and made the whole process run smoothly and more understandable to us. We are looking forward to working with Ritchie moving forward onto the next stage

Stephen H.

5/5

My partner and I used Ritchie from Baker Davies to arrange the mortgage on our first property, and he was a pleasure to work with and made the scary process easy. He also explained through various mortgage/health/salary proctors options too, which we’d never considered before. Would recommend them highly.

Emma H.

5/5

Ritchie Whiting assisted us with the purchase of our first home. He helped us understand the ins and outs of a mortgage, and worked tirelessly to get us the right one. We had suffered a few bumps along the way- having to pull out of a sale and secure a mortgage on a new home before insane inflation increases. However Ritchie made it all possible. I was so impressed with his service, he also arranged payment protection insurance for myself. We will certainly be back to use his services!