About Me
I’m a Client Services Administrator at Baggette + Co Wealth Management, where I keep day-to-day operations running smoothly for our advisers.
I handle client documents, manage communications, and ensure everything is set up ahead of meetings. I’m dependable, organised, and proud that my work helps deliver top-notch financial planning services across Dorset and Hampshire.
At Baggette + Co, I’ll be starting my apprenticeship through the CII. On this apprenticeship, I’ll be earning the qualifications to be a Paraplanner and a Financial Adviser. This will be very exciting for my career path, where my goal is to be a Chartered Financial Planner.
My Professional Background
Before Baggette + Co, I temporarily worked at JP Morgan in corporate actions and automation, which gave me a strong foundation in accuracy and understanding of how different factors influence decisions.
While that experience was helpful, I was drawn to a more personal and people-focused environment. Somewhere I could be part of a close-knit team and see the direct impact of the work we do. That’s exactly what I found at Baggette + Co.
The genuinely independent structure, client-first approach, and supportive culture make it a place where I feel genuinely proud to work and continue growing.
I have also recently left education at Poole High School. This is where I learnt to take responsibility, manage my time well and stay consistent with my work, which has helped to shape the way I approach my current role at Baggette + Co.
What Drives Me In My Role
I’m motivated by the idea of making life easier for those around me. Whether that’s an IFA preparing for a meeting or a client waiting for something important.
I care about getting things right, being a steady and reliable point of contact, and ensuring that everything runs smoothly behind the scenes.
It’s rewarding to know that what I do plays a part in helping clients feel informed and well looked after. I enjoy the structure and pace of the role, and I’m proud to be part of a team that genuinely values people and takes the time to get things right.
Life Outside of Work
Outside of work, I’m someone who enjoys staying active and keeping things interesting. I enjoy going out and doing things like paddleboarding, exploring new places or just spending time with the people that I am closest to.
I like weekends that have a bit of variety, whether it’s staying in and watching films or going somewhere new and trying something different.