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We Are Baird Financial Services!

People need partners that they can trust. For this reason we at Baird Financial Services consolidate all financial aspects, from comprehensive financial planning to tax consultation, by offering a one-stop-shop to cater for each individual or business’s financial needs.

All of these services are administered by specialists in the field of financial management and financial planning who understand the importance of personal and business finance for individuals and businesses respectively. Our solutions are approached from a chartered accountant point of view to ensure a financially sound solution to each financial need.

Our Partners:

Baird Financial Services works in collaboration with a number of other large financial institutions in order to provide the best possible financial solution to each person and / or business. Some of our partners include Sanlam, Hollard, Momentum, Masthead, PPS, Old Mutual, Santam, Western and Lloyds of London.

Baird Financial Services is a highly skilled group of specialists focusing on all aspects of financial service delivery. These services are individually tailored by taking into account each person’s current financial situation and lifestyle or each business’s market and financial position.

Baird Financial Services consolidates all financial aspects from comprehensive financial planning to tax consultation by offering a one-stop-shop to cater for each individual or business’s financial needs.

All of these services are administered by specialists in the field of financial management and financial planning who understand the importance of personal and business finance for individuals and businesses respectively. Every solution is approached from a chartered accountant point of view to ensure a financially sound solution to each financial need.

Baird Financial Services works in collaboration with a number of other large financial institutions in order to provide the best possible financial solution to each person and / or business. Some of these financial institutions include Masthead, Sanlam, Altrisk, All About Brokers, Momentum and Resolutions Health.

Our Contact Details are:

44A Ueckermann Street, Heidelberg

Tel: (016) 349 6870 / 0606306539

Email: info@bairdfin.co.za

Office Hours:
Mon – Thu: 8:00 to 16:30
Fri: 8:00 to 16h00

Management

Eddie Baird has over 14 years experience in financial management, financial planning and financial consultation. In 1995 he was selected out of a group of clerks to work at one of the largest auditing firms in the world, namely PriceWaterhouseCoopers. During his time at PWC he had the opportunity to audit firms like the South African Reserve Bank, Denel and Bankfin to name a few. After leaving PWC, he was then appointed as financial manager at MWEB Business. During his time at MWEB Business he was involved in quite a number of different projects and exposed to different aspects of the business including heading up the product team for MWEB Business’ financial data services division, McGregor BFA. He was also selected to be the Johannesburg project manager managing the merger between MWEB Business and Tiscali. He then later left the company to start doing financial planning and consultation on a fulltime basis.

Darryn Baird started out by going overseas to London for 2 years. During his time there he was managing various hotels in and around London. In 2002 he was awarded the best hotel manager in the UK out of 562 hotels. He then decided that it was time to come back to South Africa and it wasn’t long before he was approached by a brokerage called Siriletsa Financial Services to work as a broker. Darryn then acquired his financial accreditation by passing the various required protocols. After working at the brokerage for 2 years he then decided to buy the brokerage side of the business at the end of 2005. He furthered his financial accreditation and has recently joined with Eddie Baird to form Baird Financial Services.

Vision – Thinking ahead

  • To offer a comprehensive set of professional financial services to cater for every financial need a client may have.

Mission — A simplified approach

  • To ensure that we understand every client’s unique requirements.
  • To utilise our knowledge and expertise to address every financial need a client may have in an appropriate solution.

Baird Financial Services is an authorized financial services provider FSP 36778 in terms of Section 8 of the FAIS Act. A copy of our license certificate is available on request.

FSP Name – Baird Financial Services
Registration number – 2008/169803/23
Contact Person – Alida Mills
Email – office@bairdfin.co.za
Telephone number – 016 349 6870

Compliance Officer
Name – Masthead (Pty) Ltd
Telephone number – 021 686 3588
Email address – info@masthead.co.za
Website – www.masthead.co.za

For a copy of our Statutory Disclosure Notice, please click here 

Conflict of Interest policy – Baird Financial Services has adopted and implemented a Conflict of Interest Management policy that complies with the provisions of the FAIS Act.
The Conflict of Interest Management policy is published on our website, click here to read it. You can also email office@bairdfin.co.za to obtain a copy of it.

Complaints Procedure – Should you wish to pursue a complaint against a key individual or representative of Baird Financial Services, you should address the complaint in writing to us at office@bairdfin.co.za.
If you cannot settle your complaint with us, you are entitled to refer it to the Office of the FAIS Ombud, at info@faisombud.co.za or telephone number 0860 663 274.
The Ombud has been created to provide you with a redress mechanism for any inappropriate financial advice that you feel may have been given to you by a financial advisor.

TCF Policy – Our Treating Customers Fairly policy is centered around the guidelines provided by the Financial Sector Conduct Authority to ensure we consistently deliver fair outcomes to our clients and take responsibility for the business and staff providing an enhanced service quality to clients, based on a culture of openness and transparency.
As a business, we take the requirements of the FSCA seriously, in particular, the requirement to treat customers fairly.

Privacy Policy – Baird Financial Services is committed to maintaining the privacy and security of its customers’ personal and private information.
Our privacy policy outlines our practices and commitment to the customer and can be read here.
Privacy policy in the process of a change, we will provide you with the updated policy at the soonest.

PAIA Manual – This information manual provides an outline of the types of records held by Baird Financial Services and explains how one may submit requests for access to these records in terms of the Promotion of Access to Information Act, 2 of 2000 (“the Act”). It can be read here.

What Our Clients Have To Say:

24/05/2023 20h20 – Client Landon Dade
“Great service, always available and Richard is fantastic !”

01/06/2023 12h12 – Client Heather Lewis from Motdel Investments CC
Riana Wilkinson assisted with a claim
“Thank you so much for all your most efficient help, I really appreciate it. You made a horrible situation so much easier !!!!”

07/02/2023 14h45 – Client GJ Lubbe
Riana Wilkinson assisted with a claim
“Hi Riana, Ek wil net weer baie dankie sê vir jou uitstaande diens met die eis op die geyser. Dit is regtig net te vinnig om te kan beskryf, jy is voorwaar ‘n aanwins vir Bairdfin. Weereens dankie, as daar survey is sal ek graag dit voltooi”
13/07/2023 12h10 – Client Richard Andrews
Riana Wilkinson assisted with a claim
“Thank you very much Riana. I really appreciate your efficient and prompt service (as always) !”

“Eddie is a good advisor that always explains everything in depth, and he always has your best interests art heart”

Edward Pitcher
Fourier Approach


“Eddie did a complete financial profile with detailed calculations of myself before recommending any financial products. His calculations were very transparent and easy to understand which made choosing the right financial tools that much easier. I recommended him to my family - something I wouldn't normally do unless I felt very comfortable with the level of expertise and integrity of the service”

Modes Cloete
CP Project Management & Training Consultants