Keith Baggette, Chairman of Baggette & Company, is a Chartered Financial Planner which is recognised in the industry as the ‘gold standard’ for financial planners in the United Kingdom. He has over 30 years’ experience working in financial services, most of which has been spent advising clients.
He specialises in pensions and investment management but has qualifications in all the key areas of financial planning, including pensions, investment, taxation, trusts, lifetime planning and mortgages. Keith also holds a Certificate in Discretionary Investment Management, accredited by the Chartered Insurance Institute (CII). Outside of work, Keith served as Chairman of the Dorset Growth Hub Investment Panel, working to support the economic growth of Dorset businesses. In his spare time, Keith is also a keen sailor.
Vicky Baggette, Managing Director of Baggette & Company, uses her extensive experience to oversee all non-advisory aspects of the business. Vicky’s role includes strategic development and planning, ensuring that all service standards are in place and overseeing business marketing.
Vicky has helped to grow the business into one of the leading wealth management companies in the south and strives to ensure that all clients receive a high quality bespoke service. Vicky also directs all personnel and human resource matters, including recruitment, helping to build and develop the highly successful and client focussed team at Baggette & Company.
Maria Herrington is Director of Operations at Baggette & Co. Maria has over 20 years’ experience across investment banking and, more recently, supply chain finance and financial services. Her previous roles have included working in both the UK and New York in foreign exchange operations for a major financial organisation.
Aside from her wealth of financial operations expertise, Maria holds an International Diploma in Montessori Early Years Pedagogy.
Her previous roles have included Operations Manager at a start-up firm, securing a first-round investment of £5m, and working in both the UK and New York in foreign exchange operations for a major financial organisation. She is married with two children.
Jamie Schulkins is Compliance Supervisor at Baggette & Co. In a highly regulated industry, Jamie ensures that all compliance is maintained and that we keep abreast of regulatory developments. Jamie has a thorough understanding of the sector, is a qualified and experienced Mortgage and Equity Release adviser and holds a Diploma in Financial Advice.
Jamie also holds the Supervising in a Regulated Environment qualification.
He has been working in the financial services industry for 19 years, taking in a number of different roles and has been working at Baggette for just under two years now. Outside of work Jamie loves spending time with his children and watching a variety of sport.
Nick Kesley is Chairman of the Investment Committee at Baggette & Co. He brings extensive expertise to the company, with over 35 years’ experience in the financial markets, with notable previous positions including Senior Vice President of Capital Markets at Kidder Peabody – a major US investment bank.
He has spent the last 10 years working with us as both a Financial Adviser and Investment Specialist. Nick’s current responsibilities include design of our risk-weighted portfolios and oversight of the investment process.
Nick is a keen sportsman, married with 3 grown up children.
Ann Lampitt is Executive PA to the Chairman and MD. As well as being a top level administrator, Ann plays an integral role in business processing and day to day support of the Executive team. Exceptionally organised, Ann has more than 25 years’ experience in business and administration.
Ann has recently volunteered for the Broadstone Chamber of Trade and Commerce.
Outside of work, Ann is a keen gardener who grows her own organic fruit and vegetables. She is married with one daughter.