Accountable, personal and independent advice of the highest quality

QED is a financial planning business established to serve the needs of a small number of private clients and their families, helping them to make smart decisions about money. The firm’s focus is on delivering a bespoke, Director led service to the highest of standards.

Our clients are typically successful individuals who are approaching retirement or already retired. They are serious about bringing structure to their financial affairs and would like to know that they, and their family, will be looked after by a trusted adviser.

The founder, Darren Baker, has over thirty years experience and has been involved in establishing, growing and selling several successful businesses. This experience, together with that gained working with clients, means he understands the challenges people face juggling their own personal wealth and business interests.

Because people and circumstances change and the future is unpredictable, we build close and long-lasting relationships with our clients. We don’t offer one-off advice.

We create strategies for our clients that give them:

  • Help in planning or maintaining a financially secure retirement
  • Guidance so they avoid making financial mistakes
  • Advice and support so they feel relaxed and secure about their financial future
  • Ongoing management so they enjoy a successful investment experience
  • Organisation, control and simplicity
  • Clarity, care and confidence

At QED we will only ever accept a client into our comprehensive wealth management service where we feel that we can add significant value to their current financial situation.

OUR FEES

Our fees are always clear and agreed before any chargeable work is undertaken.

As everyone’s situation and needs are different, we have developed 3 levels of Services and Fees.

Importantly, our service is backed-up with a return-of-fees guarantee. If you should ever feel that any aspect of our advice falls short of the mark, we will refund the amount of fees you deem appropriate.

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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