Baggette + Co. Wealth Management has welcomed Ethan Davies to the business as an Independent Financial Adviser (IFA), supporting the firm’s continued strategic growth and strengthening its financial planning offering for clients across Dorset and Hampshire.
Ethan joins the independent financial advisory firm after building experience across investment management and paraplanning, bringing a strong technical background and a passion for helping clients achieve long-term financial confidence.
Having spent several years developing his expertise behind the scenes, Ethan is now taking the next step in his career as an IFA, where he will support clients with retirement planning, pensions, investments and wider financial planning at its head office in Poole, Dorset.
Ethan said:
“I’ve always enjoyed the investment side of financial planning, but I wanted to be involved in much more than just managing portfolios.
“What really excites me about becoming a financial adviser is building relationships with clients and helping them make confident decisions about their future.”
Building Relationships That Give Clients Peace of Mind
Ethan believes that successful financial planning is built on trust, strong relationships and helping clients feel confident rather than overwhelmed.
Ethan explained:
“For me, it’s about being relatable and getting to know people properly.
“Financial advice isn’t just about pensions or investments. When you build strong relationships with clients, they feel more comfortable talking about what’s important to them and you can provide much better advice.”
Committed to the Highest Standards of Financial Advice
Alongside building strong client relationships, Ethan is committed to continually developing his technical knowledge to ensure clients receive the highest standard of financial advice.
Having already achieved his Level 4 Diploma in Regulated Financial Planning, Ethan is now working towards Chartered Financial Planner status, giving clients additional confidence that their financial future is being supported by an adviser committed to the highest professional standards.
Supporting Clients Beyond Their Investments
While Ethan has built a strong background in investment management, he believes the value of financial planning goes far beyond investment performance alone.
For him, one of the greatest things an Independent Financial Adviser can provide is peace of mind, helping clients feel confident that they have a clear plan in place for the future.
Ethan said:
“A good client experience should be memorable because you’ve made a positive difference to someone’s life, but at the same time almost forgettable because they’re no longer lying awake worrying about their finances.”
Investing in the Next Generation of Financial Planning
Oscar Hjalmas, CEO of Baggette + Co. Wealth Management, said:
“We are delighted to welcome Ethan to Baggette + Co. He’s built a really strong technical foundation through investment management and paraplanning, and now he’s ready to take that next step into advising clients.
“What stood out throughout the recruitment process was how much he values building long-term relationships. Ethan genuinely wants to help people make better financial decisions, and I’m looking forward to seeing him develop his own client relationships over the years ahead.”
Continuing Strategic Growth Across Dorset and Hampshire
Ethan’s arrival reflects Baggette + Co. Wealth Management’s continued investment in growing its team of Independent Financial Advisers, most recently with the arrival of IFA Jonathan Holdaway, while maintaining the highest standards of financial planning and client care.
Established in Poole in 1986, the Baggette + Co. has IFAs supporting clients across Bournemouth, Christchurch and Poole, Dorset, Hampshire and the wider South Coast with financial planning, retirement planning, pensions, investments and wealth management.
The firm continues to invest in talented professionals who share its commitment to delivering genuinely independent advice and long-term client relationships.
Interested in Independent Financial Advice?
If you would like to discuss your financial planning, pensions, investments or wealth management needs, contact Baggette + Co Wealth Management on 01202 676983 or email advice@baggette.co.uk.
DISCLAIMER:
Baggette + Co. Wealth Management is authorised and regulated by the Financial Conduct Authority. The Financial Conduct Authority does not regulate estate planning, tax advice, will writing, trusts, or tax and cashflow planning. The above information is correct to the best of our understanding as at the date of publication. Nothing within this content is intended as, or can be relied upon, as financial advice. Capital is at risk. You may get back less than you invested. Tax rules may change, and the value of tax reliefs depends on your individual circumstances.