Research & Planning

Paul Claricoates

Paul is our Senior Paraplanner and leads our Research & Planning Team. He has a 25-year experience in financial services, predominantly in the High Net Worth technical field within the independent financial advice sector, as well as bringing his knowledge from the insurance and bank assurance markets.

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Paul also brings his expertise to our bespoke planning service for our wealth management clients and continues his personal development in his ongoing studies.

Martyn Beaton

Martyn works in the Research & Planning team at Baggette & Co. and has been working in financial services for the last 20 years. He holds a Chartered Insurance Institute (CII) Diploma in Financial Planning (DipPFS). Martyn has previously worked in the banking and insurance industry.

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In his spare time Martyn likes to keep up with sports and socialise with friends.

Garry Pilkington

Garry is a senior paraplanner with a breadth of experience within the sector. His 25-year career spans banks, building societies and independent financial advice. His detailed knowledge and expertise are put to good use building relationships and offering a bespoke paraplanning service to our wealth management clients.

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Holding a range of qualifications in financial planning, investment and risk, long term care and securities, Garry particularly enjoys the personalised and detailed approach offered by Baggette and Company, specifically in comparison to the big corporates. In his spare time Garry enjoys spending time with his family and the odd round of golf.

Emma Perkins

With a background in Banking and Financial Services, Emma has a breadth of knowledge and experience which she puts to excellent use within the Research & Planning team. As a Trainee Paraplanner, Emma provides planning support to our senior advisory team and clients, whilst being mentored by our Research and Planning Team Leader.

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She is currently studying towards her DipFA qualification and has passed ROI, she would like to be a financial adviser in the future.

Emma has a very creative side and has put this to use helping with marketing and events here at Baggette.

To keep active out of work Emma enjoys Clubercise and Body Combat. Emma also loves to travel and is always looking for her next destination.

Alison Wood

As part of our Research and Planning Team, Alison specialises in portfolio valuations and business support. Previously she has excelled in roles varying from Personal Administrator to Administration Manager and has over 13 years’ experience in financial services. Having worked for Baggette & Company previously, Alison returned to us in April 2016.

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Alison has been married for 24 years and has two children. She enjoys socialising, exercise, music (playing keyboard and trumpet) and is an active member of a local church.