Welcome to Baggette & Company Wealth Management Limited

Customer Agreed Remuneration
Qualified Advice
Asset Management

Who are we?
With our head office located in the historic coastal town of Poole in Dorset, Baggette & Company are a medium size firm with a very highly qualified advice team, looking after personal, corporate and trust clients. Founding partner, Keith Baggette has been providing independent advice since 1985. He holds the diploma from the Personal Finance Society. Country-wide advice and support is also available with branch offices in Petersfield and serviced offices in Canary Wharf.

What’s makes us different?
We have a highly effective approach in dealing with our clients. The principle of this is that we have based our business strategy in line with the best interests of our clients thereby eliminating any conflict of interest – still a major concern within the financial services industry. This is led by our fee structure. Our income is mainly derived from the management of our clients’ investments, on the basis of “customer agreed remuneration”. Our fees directly relate to time, expense and complexity. In this way we avoid potential conflicts of interest and retain impartiality. We only prosper if our clients remain with us – with the value of their investments growing. We provide a full fee and service agreement.

Our services
Our aim is to provide all our clients with clear financial direction. This is achieved by having a full understanding of their current financial position, their objectives and identified needs. This enables us to provide suitable solutions delivered within high ethical standards. Our aim is to reduce future barriers to these objectives and to maximise the opportunities for achieving our clients’ goals.

Our commitment
To provide fair, clear, quality advice and an on-going service centred around a long term relationship with our clients. Constantly ensuring we are at the forefront of developments in financial advice, helping to create and protect wealth for clients through appropriate advice and asset management.

If you do have any suggestions please e-mail us or use one of our contact forms.

The General Insurance Services and made available to you through our website are introduced by ourselves to a third party, however you can be assured the quotes you will receive will be some of the best available in today's marketplace.