Dylan Baker
Career Journey
Hailing from South London, I was lucky enough to attend a prestigious private school, Trinity School of John Whitgift, where I completed my education, culminating in my GCSEs.
Having a thirst for independence and wanting to “stand on my own two feet”, I left schooling and joined the workplace at the tender age of 16.
Funnily enough, this was within a Financial Advisory firm, and so the love in with the industry began!
Being young, ambitious and new to the workplace, I was advised to wait until my mid-20s to qualify as a financial adviser, something I knew I clearly wanted to do. I used the time in the interim to hone my skills as a future Adviser.
And so, in the Winter of 2019 and Summer of 2020 I duly completed my qualifications, and Dylan Baker DipFA CeMAP was born.
The rest is history…!
Education & Credentials
Professional Qualifications:
Role at Cameron James
I am a member of the Cameron James team, joining in March 2024 after a background working as an Appointed Representative of a large organisation.
I am new to Cameron James, but not to the industry, meaning I am a valuable resource and sounding board for our other new advisers to use to make sure they’re providing the best advice they can. We are very collaborative at Cameron James, and it is not uncommon for all of our advisers to be active in any discussion when dealing with new clients, pooling together our collective knowledge and experience to best serve our clients.
I deliver holistic financial planning, meaning I cover a wide spectrum of advice areas, ranging from pension and retirement planning advice, to Inheritance Tax mitigation and complex Estate Planning.
With a focus on the UK and Europe, I collaborate closely with the team here for all matters globally. Holding regulation within multiple jurisdictions means I can act fluidly and without delay as your circumstances dictate.
Areas of Expertise
- Pension Transfers (DB, SIPP & QROPS)
- UK Retirement Planning
- Cross Border Financial Planning
- Retirement Planning for Expats in the UK, USA & Europe
- Wealth Preservation / Protection (UK)
Regulatory & Licensing
Dylan provides advice under the following regulatory frameworks:
- FCA Regulation (UK)
- SEC Regulation (USA) (for relevant advisory services)
- EU Regulatory Compliance (where applicable)
Affiliations & Memberships
- LIBF – Member (Designation MLIBF)
Personal Interests
- Football – West Ham United supporter.
- 6 a side football.
- Financial Markets & Investing.
- Foodie, especially South & East Asian cuisine.
- Sociable. Regularly out and about making new connections both personally and professionally.
Client Experiences With Dylan
What clients say about working with Dylan, and what they value most.
Dylan was very knowledgeable and clear with the advice he provided and enabled me to proceed with my retirement planning with confidence.
Thankfully I found a Manager within the Cameron James network, Dylan Baker, who not only understood my circumstances but was able to provide good advice.
Therefore, I moved over my funds and have been happy to date with both Dylan's and the Transfer Team's work.
With Dylan's straightforward advice and ability to listen to my needs I feel confident I can meet my retirement goals with Cameron James in the years to come.
Dylan was very knowledgeable, friendly, and clear with his feedback. I am very glad to have conducted the initial outreach with such a positive experience and feel confident recommending Cameron James for anyone looking for similar insights and advice.
Thank you Dylan for the excellent service.
During the pre-onboarding and assessment phase, Dylan has done a fantastic work in walking me through the process and the comprehensive report they have created to assess my personal pension situation. I would highly recommend Dylan and Cameron James for to anyone seeking for UK pension advisor that can take care of your end-to-end pension investment process and give you peace of mind.
