Research & Planning
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.
Paul also brings his expertise to our bespoke planning service for our wealth management clients and continues his personal development in his ongoing studies.
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.
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.
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.
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.
Paul is a Trainee Paraplanner with 20 years’ experience within the financial sector. During this time he has worked as a Financial Adviser and within Compliance.
Currently Paul holds his Certificate in Financial Planning and is continuing with his study and qualifications to complete his diploma.
When he is not looking after his son Paul enjoys playing the guitar and is a keen mountain biker.