Baker Davies Ltd - Poole

Baker Davies Ltd: Un Experto en Asesoramiento Financiero

Baker Davies Ltd es una empresa de asesoramiento financiero con sede en Poole, Reino Unido. La empresa se encuentra ubicada en Unit 5 Acorn Business Pk, Ling Rd, Poole BH12 4NZ, United Kingdom, lo que la hace accesible para los clientes de la región. Puedes contactarlos por teléfono en 1202716455 o visitar su página web en bakerdavies.com para obtener más información.

Características y Especialidades

Baker Davies Ltd se especializa en asesoramiento financiero, específicamente en planificación financiera. La empresa cuenta con un equipo de expertos que pueden ofrecer asesoramiento personalizado y especializado a sus clientes. Algunas de las especialidades de la empresa incluyen la planificación financiera, la gestión de patrimonio y la asesoramiento en seguros.

Otras Características

La empresa también ofrece varias características adicionales que la hacen destacar en el mercado. Algunas de estas características incluyen:

• Apuntamientos en línea: Baker Davies Ltd ofrece apuntamientos en línea, lo que permite a los clientes programar sus citas de manera conveniente.
• Servicios en sitio: La empresa también ofrece servicios en sitio, lo que permite a los clientes recibir asesoramiento financiero en su propio hogar o negocio.
• Acceso para personas con discapacidad: El edificio de la empresa es accesible para personas con discapacidad, lo que incluye un estacionamiento para coches con discapacidad y un baño accessible.

Opiniones y Reconocimientos

Según las opiniones de los clientes, Baker Davies Ltd ha demostrado ser una empresa de alta calidad en el mercado de asesoramiento financiero. La empresa tiene una media de opinión de 5/5 en Google My Business, lo que indica una alta satisfacción de los clientes. Algunos clientes han destacado la excelente atención al cliente y la capacidad de los expertos de la empresa para entender las necesidades individuales de cada cliente.

Recomendación Final

Si estás buscando un experto en asesoramiento financiero que pueda ayudarte a planificar tu patrimonio y gestionar tus finanzas de manera efectiva, Baker Davies Ltd es una excelente opción. Con su equipo de expertos y características adicionales, la empresa es capaz de ofrecer asesoramiento personalizado y especializado a cada cliente. Visita su página web para obtener más información y contactar con ellos para programar una cita. No dudes en contactarlos

👍 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!