Baggette + Co. Wealth Management is pleased to announce the promotion of Victoria Coslett to Paraplanner, marking another important step in her long-term journey towards becoming an Independent Financial Adviser.
Victoria joined the independent financial planning firm in September 2025, initially working within the Client Services team where she gained hands-on experience supporting advisers, providers and clients across the full financial planning process.
Her promotion into the Paraplanning team reflects both her strong technical foundations and the firm’s continued commitment to developing future financial planning talent from within.
Victoria already holds the Level 4 Diploma in Regulated Financial Planning — the same core qualification required by practising financial advisers — and is now continuing to build the practical technical experience needed to progress into a future advisory role. She is also preparing to begin studying towards Chartered Financial Planner status.
Victoria said:
“I’ve finally found something that I know I genuinely want to do, and I’m incredibly determined to achieve it.
“I already hold the qualifications needed to become a financial adviser, but for me it’s about building the technical experience properly and becoming as well-rounded as possible before moving into an advisory position.
“That’s one of the things that attracted me to Baggette + Co in the first place. There’s a very clear progression pathway and a genuine focus on helping people grow long-term within the business.”
Building Experience Across Financial Planning
Before joining Baggette + Co. Wealth Management, Victoria built a varied career across accounting, tax, human resources, investment operations and financial services administration.
She previously worked within investment fund oversight and operations, developing extensive experience across investments, provider relationships and financial processes — knowledge that now supports her work within paraplanning and wealth management.
Victoria explained:
“I’ve picked up experience from lots of different areas of financial services over the years, whether that’s tax, investments, operations or relationship management.
“I always describe it as adding tools into a backpack. Every role has taught me something different that I can now bring into financial planning and ultimately into becoming a better adviser in the future.”
Strengthening the Paraplanning Team
Paraplanning plays a vital role within the financial planning process, supporting Independent Financial Advisers with technical research, report writing, cashflow planning and the preparation of personalised financial recommendations for clients.
Paul Brett, Head of Paraplanning at Baggette + Co Wealth Management, said:
“Victoria’s technical knowledge, curiosity and willingness to learn make her a great fit for the Paraplanning team. She already has a strong understanding of investments and financial services, and this role will give her the opportunity to continue developing the practical experience needed to progress towards becoming a financial adviser.”
Supporting the Next Generation of Financial Advisers
Victoria’s promotion forms part of Baggette + Co. Wealth Management’s wider commitment to investing in long-term career development across financial planning, wealth management and independent advice.
Oscar Hjalmas, CEO of Baggette + Co Wealth Management, added:
“Victoria has been a fantastic addition to the team since joining last year. She is driven, technically strong and genuinely passionate about financial planning and helping clients achieve better outcomes.
“She already holds the qualifications required within the profession, and we’re excited to support her continued progression towards becoming a financial adviser. Financial planning remains a heavily male-dominated industry, so it’s brilliant to see talented women like Victoria progressing and helping inspire the next generation of advisers.”
Continuing Strategic Growth Across Dorset and Hampshire
Established in Poole in 1986, Baggette + Co Wealth Management continues to expand its team of independent financial advisers, paraplanners and client services professionals across Dorset and Hampshire.
Following its 2023 management buyout, the firm has experienced sustained growth while continuing to invest heavily in talent development, client experience and long-term financial planning excellence.
Today, Baggette + Co. supports clients across Poole, Bournemouth, Dorset, Hampshire and the wider South Coast with independent financial advice, retirement planning, pensions and wealth management services.
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 experienced Independent Financial Advisers in Poole, 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 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.