Baker Davies Ltd is a collective of independent financial advisers based in Poole that offers holistic personal and business financial planning. The firm listens carefully to understand what is important to clients and their families, then builds bespoke financial plans covering investments, pensions, protection and mortgages. As independent advisers with no ties to providers, they objectively select the most appropriate opportunities and are committed to long-term relationships and ethical good practice Baker Davies is authorised and regulated by the Financial Conduct Authority (FCA number 188992) and its registered address is Unit 5, Acorn Business Park, Ling Road, Poole BH12 4NZ Contact: Poole office 01202 716455; Salisbury office 01722 322872; email admin@bakerdavies.com.
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Free
/ Cost Per Listing
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Duration : Unlimited days
This plan lasts for 90 days.
- For UK-based advisers new to our platform
- Suitable for individual advisers or firms
- Takes less than 5 minutes to setup
- Add multiple listings to different categories and locations
- No upfront costs
- Receive 5 free leads to try before deciding if you'd like to continue
- Exclusive, real time leads sent directly to you only
- Inclusion in our adviser matching service after one genuine customer review
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Free
/ Cost Per Listing
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Duration : Unlimited days
This plan lasts for 90 days.
- No upfront costs or risk
- Create your listing
- Send us your Introducer Agreement (IA)
- Receive leads through listing lead form
- Pay only for converted leads
- Cancel any time
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Free
/ Cost Per Listing
-
Duration : Unlimited days
This plan lasts for 90 days.
- For firms or advisers who have benefitted from 5 free leads
- Send us your signed Introducer Agreement (IA)
- Pay only for converted leads
- Cancel any time
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£199.00
/ Cost Per Listing
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Duration : 365 days
This plan lasts for 90 days.
- Pay per listing
- No additional cost per lead
- Drives traffic to website and social media pages
- 365 day subscription
- Cancel any time
- Submit blog posts for extra exposure
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