Our Independent Financial Advisers in Dorset
Since 1986, we have been on a mission to enable more UK retail and business investors to benefit from tailored first-class independent financial advice.
From our head office in Poole, Dorset, we are committed to our client’s long-term financial success. Our clients’ trust in us is humbling. Our independent financial advisers actively service over 1,000 clients and £320m of assets.
Whatever our clients’ aspirations are, we take time to understand and match the right financial products to suit their needs.
Oscar Hjälmås
CEO
Our Commitment
At Baggette + Co, we are committed to providing our clients with the highest quality financial advice and services. We believe that everyone deserves to have access to sound financial advice.
We are committed to building long-term relationships with our clients. We take the time to understand their unique financial situation and goals, and we develop personalised financial plans.
We are also committed to providing our clients with objective and unbiased advice. We are not affiliated with any brokerage firm or investment bank. This allows us to provide our clients with truly independent advice.
Chartered
We are proud to hold the status of Chartered Financial Planner from the Chartered Insurance Institute (CII).
Chartered status is recognised as a mark of excellence in our profession. It demonstrates that we meet the highest standards of professional competence and conduct. It also means that our clients can be confident that they are receiving the highest quality services.
We are committed to maintaining our chartered status and to providing our clients with the best possible service. We are also committed to supporting the development of our profession and to promoting the highest ethical standards.
Our Team
At Baggette + Co, we believe that our employees are our greatest asset. They are the ones who deliver exceptional service to our clients.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.
Our employees are passionate about their work, and they are always looking for ways to improve. They are also incredibly supportive of each other, and they create a positive and productive work environment.
We are proud to have such a talented and dedicated team of employees.
Our Community
Baggette + Co. is committed to supporting charities that are making a difference in the world. We believe that everyone has the right to a better life, and we are proud to support organisations that are working to make that happen.
We have a long history of supporting charities, and we are always looking for new ways to get involved.
What our clients say
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