Passionate about helping people realise their lifestyle and financial goals

Some people think that all Financial Advisers are the same. Not so. There is a vast difference – and who you choose to help you through what are life changing decisions, is critical.

Our goal is to deliver tangible benefits.

In fact, we will only advise you if we believe, with hindsight, you will feel that you have secured real value from your relationship with us – net of all costs.

We routinely deal with high-value individuals and families who have complex personal and financial affairs.

To ensure we can always deliver, we limit the number of clients we work with at any one time.

We are currently able to accept a client.

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Q.E.D – PROVEN WEALTH MANAGEMENT SKILLS

We believe that all financial decisions, especially key investment decisions, should be made in the context of a comprehensive Plan — a formalised framework which sets out how you are going to achieve your goals.

And our structured review service ensures that your Plan remains as effective and efficient as possible.

EBIS – A SMARTER, ‘EVIDENCE-BASED’ INVESTMENT PHILOSOPHY

EBIS

QED is completely independent but is a member of Evidence Based Investment Solutions (EBIS). EBIS, of which QED’s Darren Baker is a founding member and current chair, is a group of independent Financial Planning firms who believe many investors are poorly served by expensive fund managers and inexperienced advisers.

EBIS was formed in 2008 and current members look after more than £800 million for their clients.­­

EBIS members meet regularly and have developed common investment processes and portfolios. They also share best practices and provide a collective “pool of wisdom” that benefits the clients of all firms.

EBIS itself does not provide investment advice. Member firms provide this.

What Darren provides is a focus on a balanced portfolio, tuned to a level of risk tailored to your circumstances and objectives with investment funds that are not like vampires that drain away the value of your portfolio with high fees.

MR M, DORSET

Our family has dealt with Darren for over 20 years, he has become a valued and trusted advisor. He offers strong and sound advice and explains everything in layman’s terms. Family businesses and investments are always delicate and can become quite emotive and controversial. Darren navigates his way through these discussions and listens to everyone’s concerns before offering sound solutions. He always follows through everything and does what he promises.

MRS K, SOMERSET

Darren listens really well and takes the time to understand personal goals. His assessment of his clients attitude to risk is the best I have come across from an advisor and very thorough.

MRS W, SOMERSET

I was extremely worried about choosing an investment adviser, but having learnt more about QED’s service and having spoken to several existing clients, I felt confident QED were the right people for me.

MR B, NORTH SOMERSET

When my wife and I needed proper professional advice we looked at other IFAs and realised that…Darren was so far ahead of them in terms of research, seriousness, management backup and probity.

MR B, OXFORDSHIRE

We chose Darren specifically because…we preferred his approach of minimising the internal “tax” of high management costs. He has paid us ample attention…His explanations are clear, at the right level of detail, and he has inspired confidence. He has managed to avoid swamping us with unnecessary paperwork and we have a straightforward view of our investments which we can call up on the web whenever we want, all in one place. I have no hesitation in recommending Darren.

MR & MRS M, DEVON
CONTACT US
DARREN BAKER