Research & Planning

Martyn Beaton

Martyn Beaton works in our Research & Planning team here at Baggette & Co. and has been working in financial services for the last 20 years. He holds a Chartered Insurance Institute (CII) qualification in Mortgages and Equity Release. Martyn has previously worked as Operations Manager in a financial services company in Gibraltar, as well as 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.

Alison Wood

As part of our Research and Planning team at Baggette & Co, Alison specialises in Portfolio Valuations. With over 12 years’ experience in financial services she has excelled in roles varying from Personal Administrator to Administration Manager. Having previously worked for Baggette and Co, it is a delight to welcome her back to the team.

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Alison has been married for 23 years and has two children. She enjoys socialising, exercise, music (playing keyboard and trumpet) and is an active member of a local church.

Garry Pilkington

Garry is a highly experienced senior para planner with a breadth of experience within the financial services sector. His 25-year career spans banks, building societies and independent financial advice. His detailed knowledge and expertise is 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.