Welcome to Baobab
Financial Solutions Tailored to You
Advice Designed Around You
There is a simpler way — one where you receive the advice you need and your investments are managed, all for a fixed monthly cost.
- You’re wondering if there is a financial adviser out there who truly has your best interests at the centre of everything they do.
- You (and your family) have £300,000 or more of investible assets, including pensions.
- You think that fees should be based on complexity and work required, rather than the value of your investments.
Baobab Financial Solutions is a business that is designed to deliver values-led financial advice, comprehensive guidance and access to whole-of-market investment solutions, without the frills and unduly convoluted strategies that lead to clients being overcharged for the service they are receiving.
If all of the above are true, do get in touch here.
Putting Your Interests First
We believe true independence means looking beyond a firm’s own investment solutions and rather focussing on each individual client’s needs. We recommend external discretionary and advisory solutions from a wide range of providers, often combining several to suit your needs.
Fees
We charge a fixed monthly fee, based on the complexity of your financial solutions.
Portfolios
When compared to a traditional % fee structure, our fees tend to be more cost effective from £300,000 of investible assets.
Service
Our advice is built around what is right for you.
Our fixed-fee model ensures clients pay for the work involved rather than it being based on the size of their assets, making quality advice accessible and transparent.
Find out more about the services we offer here.