About us
Bayliss Clarke was established in 1999 as a financial adviser practice specialising in offshore and lump sum investment planning. We have grown our business and now offer expertise in pension planning, wealth creation, property investment, inheritance tax planning and tax efficient investments.
Graeme Boiardini
Graeme has worked in the financial services industry since graduating in 1994. He started work with the Prudential as a financial consultant and rapidly became a key part of the team. In 1997 Graeme became self employed as an independent financial adviser in Ridyadh Saudi Arabia. This involved advising expatriates on tax efficient offshore financial planning and repatriation of funds to the UK. This knowledge has been imparted by advising UK resident individuals and companies.
In 1999 Graeme established Bayliss Clarke and has worked exclusively in building a company synonymous with ethics and quality plain speaking financial advice to its discerning clients.
Graeme specialises in tax efficient financial planning utilising alternative investment funds which have consistently performed, whilst providing diversification from traditional investment strategies.
Peter Ruff
Peter started work in the financial services sector after graduating in 1997. He spent the first seven years of his career with Winterthur Life, starting off as a pension administrator and progressing to the role of implementation co-ordinator, responsible for setting up new group defined contribution pension schemes with large multinational employers.
Peter joined Bayliss Clarke in 2006 and brings with him a wealth of financial planning experience, having achieved the Diploma in Financial Planning. As a director of Bayliss Clarke, he has seen the business go from strength to strength thanks to the enduring relationships he has built with many clients over recent years.
Committed to ongoing professional development (CPD), Peter is a member of the Personal Finance Society and regularly provides guidance to other finance professionals, specialising in pension and investment planning.
At Bayliss Clarke we are dedicated to providing a bespoke service for our discerning clients in the following areas:-
- Pension planning
- Offshore and lump sum investment planning
- Wealth Creation
- Property Investment
- Inheritance tax planning
- Tax efficient investments
We believe that there are three fundamental qualities clients should expect when appointing a financial adviser: stable ownership, good business management and excellent client service. We spend a great deal of time getting to know our future clients and gaining their complete confidence in our abilities. Our combined experience, gained over many years means we are perfectly placed to meet the needs of our loyal clients.
Bayliss Clarke’s ownership is strong and secure and our philosophy, process and people are here to stay. Good business management is a necessity, not a bonus. Our approach is based upon delivering sound tax and investment advice and profitable growth even during turbulent times, which means our clients reap the rewards from our expertise. At Bayliss Clarke we have an extraordinary wealth of talent with innovative ideas to create wealth in a highly competitive environment. Our ability to strengthen our business, find, cultivate and retain talent is the foundation of our success.
Best practice is at the heart of everything we do. We believe personal attention and accurate administration are the foundation of excellent client service. Naturally, Bayliss Clarke has invested substantially in its IT processing systems. These high levels of automation and accuracy are complemented by the experience and expertise of our Client Service professionals. Our dedicated team understand the challenges you now face and we work in partnership with you, not just to understand your expectations today, but also to anticipate your needs tomorrow.
The value of investments and the income from them may go down as well as up and you may not get back your original investment. Past performance is not necessarily a guide to future performance.
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