Our Wealth Management Services
Leading Chartered – Independent Financial Advisers
PENSIONS & INVESTMENTS
At Baggette & Company, we are genuinely focused on providing exceptional service with the aim of developing long term relationships with our clients.
Independent financial advisers (IFA) and leaders in private client wealth management, our Chartered Status is the profession’s gold standard. This gives you reassurance and peace of mind in the knowledge that you are receiving the highest quality of financial and investment advice and total professionalism at all times.
Chartered Financial Planners in London & Poole.
Get the right team on your side
At Baggette & Company, we appreciate the importance of integrity, professionalism and impartiality, core values that underpin the investment service and independent financial advice we provide. When it comes to making your money and investments work for you – you need a relationship you can trust.
At Baggette & Company, we invest the time in understanding your personal or business goals helping you plan towards a financially secure future.
Using current investment thinking we focus on both wealth enhancement and wealth protection.
- Investment Planning
- Pensions & Retirement Planning
- Mortgage Arrangements
- Insurance & Protection
- School Fees Planning
- Inheritance Tax Planning
- Business Protection
- Long Term Care
- Later Life & Lifetime Mortgages
We believe in providing a high quality service, with the emphasis on forging long term relationships with our clients. We have a dedicated and skilled team of consultants and administration staff who work together using their knowledge and principles to achieve this. Prior to providing any advice we will take time to understand your circumstances, objectives and attitude to risk. Any subsequent advice provided to you will be confirmed in writing.
Chairman of Baggette & Company
Dedicated to being the best
GET IN TOUCH
We have a significant number of clients serviced through our IFA Poole and IFA London offices. We have in excess of £200 million in funds under our management / administration.
We would be delighted to arrange an initial, no obligation meeting to ascertain the best bespoke proposition for your wealth management.