Baggette + Co. Wealth Management has welcomed Sapphire Tiller to the business as a Client Servicing Administrator and Protection Specialist, supporting the firm’s continued strategic growth and strengthening its financial planning and protection advice offering for clients across Dorset and Hampshire.
Sapphire joins the independent financial planning firm with experience across both the veterinary and mortgage sectors, having developed a particular passion for protection advice and helping clients better understand the importance of safeguarding their financial future.
Her appointment reflects Baggette + Co.’s continued focus on ensuring clients receive support not only with pensions, investments and retirement planning, but also with the financial protection needed should illness, injury or unexpected life events occur.
Sapphire said:
“What really drew me towards protection advice was noticing how often it became an afterthought within financial services.
“People spend a lot of time planning for the future financially, but not enough time talking about what happens if something goes wrong now. If somebody becomes seriously ill, can’t work or loses a loved one, it can completely change their financial situation overnight.”
A More Supportive Approach to Protection Advice
Sapphire began her career working within veterinary services before moving into the mortgage industry, where she became increasingly aware of the gaps in protection conversations taking place with clients.
Through those experiences, she developed a strong belief that protection advice should focus on education and support rather than pressure selling or fear-based conversations.
Sapphire explained:
“My approach is about helping clients understand their options properly, highlighting any potential gaps and supporting them in making informed decisions that are right for them and their family.”
Protection advice forms a key part of the wider financial planning process, helping clients put safeguards in place should they become unable to work due to illness, injury or unexpected life events. This can include life insurance, critical illness cover and income protection policies designed to provide financial security during difficult periods.
Sapphire is particularly passionate about helping clients feel comfortable discussing subjects that are often emotional or difficult to think about, while ensuring they fully understand the options available to them.
Supporting Clients Through Every Stage of Life
Baggette + Co. Wealth Management believes protection advice plays a vital role alongside pensions, investments and retirement planning, particularly for younger families, homeowners and clients still building long-term financial security.
Jo Hjalmas, Managing Director at Baggette + Co. Wealth Management, said:
“We are delighted to welcome Sapphire to the business. Protection advice is such an important part of financial planning, but it is often overlooked or left until far too late.
“From our first conversations, it was clear that Sapphire genuinely cares about helping people. She wants clients to understand their options and feel supported when making important decisions, and that client-first mindset is something we value enormously.”
Continuing Strategic Growth Across Dorset and Hampshire
Sapphire’s appointment reflects Baggette + Co. Wealth Management’s ongoing investment in both its people and the services it provides to clients.
Established in Poole in 1986, the independent financial advisory (IFA) firm supports clients across Poole, Bournemouth, Dorset, Hampshire and the wider South Coast with financial planning, wealth management, retirement planning and independent financial advice.
As the business continues to grow, it remains focused on strengthening client relationships, raising awareness of the value of financial planning and providing high-quality support across every stage of a client’s financial journey.
Interested in Independent Financial Advice?
If you would like to discuss your financial planning, pensions, investments, wealth management or protection needs, contact Baggette + Co. Wealth Management on 01202 676983 or email [email protected].
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.