Leading Dorset wealth management firm Baggette + Co has continued its ambitious growth plans with the appointment of a highly experienced new Head of Marketing, Lee Taylor.
A specialist in business growth, Lee has a 20-year track record in professional services marketing, working with some of the largest national and regional law firms, including Irwin Mitchell and Mills & Reeve. Lee’s move from the legal to the financial services sector brings a wealth of expertise to Baggette + Co.
Speaking about his appointment, Lee said:
“I am thrilled to be joining Baggette + Co Wealth Management, a company that is already well-established and highly regarded across the region. There is tremendous potential for growth, and I am excited to be working with the exceptional team here to further enhance our offering to our clients in Dorset and beyond.”
Oscar Hjalmas, CEO of Baggette + Co Wealth Management, added:
“We are delighted to welcome Lee to the Baggette + Co Family. Lee impressed me the first time I met him, he is clearly someone who will be able to bring our firm to the next level.”
Oscar continued:
“We are fiercely proud of being independent, and Lee’s expertise will be invaluable as we continue to expand our reach and solidify our position as a leader in financial planning and wealth management. I am very excited to work with Lee, and feel privileged to have him on our management team.”
Established in Poole in 1986, Baggette + Co has consistently grown, attracting top financial talent who serve clients across Dorset, Hampshire, and the South Coast. In 2023, Baggette + Co underwent a management buyout from founder Keith Baggette by independent financial adviser Oscar Hjalmas and business adviser, Jo Hjalmas.
Since then, the firm has grown to over 25 dedicated financial professionals, with this success attributed to its genuinely independent approach to financial planning and unwavering commitment to transparency and client service.
Speaking about the future, Managing Director Jo Hjalmas said:
“When Oscar and I took over the helm of Baggette + Co. almost 18 months ago, we set ourselves some ambitious plans to become the leading financial advisory firm in Dorset. Lee’s strategic vision aligns perfectly with our goals. His experience driving business growth, enhancing brand visibility, and attracting top talent will be instrumental in achieving our objectives.”
Interested in a Career in Wealth Management?
If you are interested in pursuing a career in financial services or would like to chat with one of our experienced financial advisers in Poole, contact Jo Hjalmas on 01202 676983 or email [email protected].