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.
Stuart A. Buchan
Chartered Financial Planner & Business Development Manager
Stuart is a highly experienced professional with over 35 years’ experience in wealth management, investment and retail banking, sales and senior leadership roles.
With a breadth of knowledge and expertise in advising high net worth individuals, he is a valued member of the Baggette Wealth Management team, not only in advising all clients, but also in respect of business development.
Stuart holds Chartered Wealth Management status with Chartered Institute of Securities and Investments, full Financial Planning Diploma held with CII, Sales Training & Leadership Accreditation by Peters Management Consultants, UK and is a member of the Institute of Leadership and Management.
With a career including Directorship held within Coutts & Co UK management as well as running his own businesses, Stuart is passionate about helping entrepreneurs and business professionals develop and grow their wealth and financial security.
Outside of work he can often be found on the golf course or walking his dogs, and even in the kitchen where he likes to prepare healthy food.
Pam is a compliance expert having worked within the Financial Services industry for over 30 years with previous experiences as an IFA, working as a Compliance Officer and operating as a Director.
Pam turned her attention to a more diverse consultancy role with two major compliance support firms during the last 13 years and has built a first class reputation within the world of Business Risk helping firms remain compliant in advice and process management.
Her qualifications include the Diploma in Financial Planning (Dip PFS), the Certificate in Mortgage Advice and Practice (CeMAP) and the Certificate in Equity Release, enabling her to work with all individuals within the firm providing risk based compliance support & assisting the firm navigate the ongoing regulatory changes effectively.
Outside of work Pam is a fine weather dog walker, enjoys all forms of needle work and can often be found making a mess with her Grandson!