Management

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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.

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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

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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.

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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

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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.

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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.

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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.

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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.