Philip Baker
Chartered MCSI
My relationship with clients is at the heart of everything I do. Becoming their long-term trusted adviser is my ultimate goal which I achieve with continuity of advice and a deep understanding of my clients’ needs.
I pride myself on providing expert advice and service to individuals and businesses alike. Securing their financial wellbeing through financial & investment planning, pension planning, estate planning and protection.
About
Philip is the founder and Principal Adviser at Philip Baker Wealth Management. Philip’s 20+ year career has been entirely focused within Wealth Management helping clients achieve their financial aspirations.
Philip has a BA (Honours) degree in Business and is a Chartered Fellow of the Chartered Institute for Securities and Investment.
Philip joined Goldman Sachs directly from university as an analyst and stockbroker for the employees and partners of the firm. Later he moved to their discretionary portfolio management division managing portfolios for families, charities and small institutions. More recently he spent 9 years with Barclays as a Wealth Manager, once again providing expert financial advice to families and businesses.
Philip Baker Wealth Management was formed in 2022 when Philip accepted an invitation to join St. James's Place as a Partner Practice operating in London & Belfast.
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St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 21/02/2024
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
