Everyone deserves great financial advice

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Independent advice tailored to you

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Who we are

With over thirty years of experience in financial services, Steve Baker Financial has expertise in all aspects of financial planning. Our company philosophy is to ensure that the advice we provide is tailored to the specific circumstances and aspirations of each client.

Why choose us

In uncertain times of investment volatility, poor cash returns and legislative changes, having a long-term relationship with a trusted adviser has never been more important. We have a robust attitude to training and compliance, which enables us to put the needs of our clients at the forefront.

Services

We advise individuals and businesses on all their financial needs, including investments, protection, mortgages and pensions. Whether you’re building wealth, safeguarding your business or moving up the property ladder, we are here to guide you.

Building your wealth

Cash management service

Giving your child the best education

Intergenerational planning

Later-life lending

Leaving behind a lasting legacy

Long term care

Moving up the property ladder

Planning for a fulfilling retirement

Protecting your family

Our achievements

Over 34 years of professional experience

LFBF Level 6

LFBF Level 6 chartered qualification

Client testimonials

“Stephen Baker has been my financial adviser for over 8 years. During that time I have appreciated his knowledge, guidance and professional concern. I consider Stephen to be a trustworthy, reliable and honest individual and would have no hesitation in recommending him to friends and family looking for investment, pensions or personal wealth advice.”

“You are the most amazing financial advisor, and your clients are all very lucky. You are so kind and patient, making yourself available at all hours of the day – and night! You explain everything so clearly and contact all of the outside agencies to ensure things go as smoothly and quickly as possible. You spend so long researching the optimal policies for your clients. I am very grateful to you for everything. Thank you!!!”

“Steve has looked after various aspects of my finances for many years, ranging from pensions, to insurances and mortgages. Seemingly complicated issues are explained clearly so that I understand the what is happening and I always get the best deal for my particular circumstances.”

“Steve put all the options available to me in a clear concise manner and helped me to understand what needed to be done, the risks involved and my responsibilities as a trustee. I would definitely recommend Steve and Steve Baker Financial Services.”

“Stephen Baker has been my IFA for approximately 7 years. During this time Stephen has provided me with excellent advice and support on a range of financial, insurance and family investment matters. I have always found him to be highly professional as he provides clear and unambiguous information having researched products and services on my behalf. Stephen has also supported members of my family with advice and products.”