Baggette + Co Wealth Management continues its strategic expansion with the appointment of Warren Kavanagh as an Independent Financial Adviser, reinforcing its position as a leading provider of independent financial advice across Dorset and Hampshire.
With more than a decade of experience in the financial services sector, Warren joins the team following senior advisory roles at several large-scale regional and national financial institutions.
Known for building long-standing, trusted client relationships, Warren brings a deeply personal, client-first approach that aligns perfectly with Baggette + Co’s ethos of truly independent advice and lifetime financial planning.
Warren specialises in advising clients on various aspects of financial planning, with a particular expertise in pension advice, retirement planning, and investment strategy. His calm, considered approach is especially valued by those navigating major financial milestones or planning for long-term goals.
Commenting on his appointment, Warren said:
“Baggette + Co has always had an outstanding reputation for wealth management and financial planning across Dorset and the wider region.
“The growth of the firm in recent years has been exceptional and I’m looking forward to playing a part in the vision and expansion going forward. This is a forward-thinking and dynamic firm, and I’m excited to collaborate with the wider team and contribute to its continued success.
“Most of all, I’m looking forward to spending more time face-to-face with clients and focusing on what matters most – building long-term relationships based on trust and clarity.”
Warren’s arrival further strengthens Baggette + Co’s growing independent financial adviser team in Poole, with a strong focus on supporting clients through every stage of their financial planning journey. This includes retirement and pension planning, investment advice and long-term wealth preservation.
Oscar Hjalmas, CEO of Baggette + Co Wealth Management, added:
“We’re delighted to welcome Warren to Baggette + Co. He is a valuable addition to our financial planning team and brings a wealth of experience in relationship-led advice. His approach aligns beautifully with our focus on building outstanding client relationships rooted in trust, genuine independence and personal connection.”
Appointments Following a Period of Sustained Growth
This appointment comes as Baggette + Co Wealth Management continues its ambitious expansion following a sustained period of growth over the last two years. The firm has seen its Financial Adviser, Client Services and Paraplanning teams grow significantly, reinforcing its ability to deliver high-quality support to both advisers and clients.
This growth has also been reflected at a senior level with the recent appointments of a Head of Marketing and Head of Client Services. These are two key strategic hires helping to elevate brand presence, deepen client engagement and enhance awareness of the value of independent financial planning.
Oscar Hjalmas continued:
“2025 is shaping up to be another exciting year for the firm, as we continue to grow strategically. We are focused on bringing in the best financial planning talent across Dorset, Bournemouth and Hampshire.
“Our growth is a reflection of the trust clients place in us, and our team’s ongoing commitment to delivering exceptional advice and service at a time when people need it most.”
Commitment to Growth and Excellence
Baggette + Co remains firmly committed to investing in exceptional people, maintaining its reputation as one of the most trusted and experienced wealth management firms across the South Coast.
Established in Poole in 1986, the firm has consistently grown by attracting top independent financial advisers who share its values of transparency, independence and long-term client relationships. Following a management buyout in 2023 by CEO Oscar Hjalmas and Business Adviser Jo Hjalmas, the firm has expanded to over 30 professionals, offering experienced financial advice across Dorset, Hampshire and beyond.
Interested in a Career in Wealth Management?
If you are interested in pursuing a career in financial planning or would like to speak with one of our Independent Financial Advisers in Poole, contact Oscar Hjalmas on 01202 676983 or email [email protected].
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 or trusts. 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.