What we do

Talk to an adviser
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Financial Planning

Secure your future

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Sustainable Investments

Build your environmental portfolio

Photo of a house that's been bought with the help of assisted mortgages.

Mortgages

Assisting you with your borrowing needs

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Life Insurance & Protection

Providing you with peace of mind

Get the right
team on your side

We have a team of experienced and highly qualified advisers and technical support employees who are unmatched in their drive to deliver excellent client outcomes. Whether it is financial planning for your retirement and estate or more tactical investment advice, our advisers break down complex matters to ensure that they understand how our carefully curated solutions can help.

About Baggette + Co.

Financial Planning Services

Evolve

For those early in their financial planning journey and wanting to set solid foundations. Our advisers work with you to encourage responsible decisions and set clear financial objectives.

Advance

This service is tailored towards clients preparing for retirement, requiring a more tailored and personalised service centred on realising their financial potential.

Maximise

Financial planning for clients in retirement who are seeking to enhance their returns and plan for their estate.

What our clients say

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Talk to an adviser

Updates

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Investment Partners

Abrdn logo.
Mrooks Macdonald logo.
Canada Life logo.
M&G Wealth logo.
Octopus Investments logo.
Royal London logo.