About Me
I’m the Head of Marketing at Baggette + Co Wealth Management, where I lead our marketing strategy and help shape the way we communicate who we are and how we work. My role is about more than just brand and visibility — it’s about helping clients and prospective clients understand what makes us different as a genuinely independent wealth management firm.
Alongside the leadership team, I support the development of our client experience and our ambition to be a magnet for the best financial planning talent in Dorset and beyond. I care deeply about making sure our values show through in everything we do — from first impressions right through to long-term client relationships.
My Professional Background
Before joining Baggette + Co, I spent over 20 years in senior marketing roles within the legal and professional services sectors, including at leading national firms like Irwin Mitchell and Mills & Reeve. My background has given me a strong understanding of regulated environments and how to bring complex, important work to life through clear, confident communication.
I was drawn to Baggette + Co because of its clarity of purpose and ambition to do things differently. The opportunity to help tell that story — in a way that builds long-term trust and deepens client understanding — is what brought me here.
What Drives Me in My Role
Life is complex. Finances can be complex. And there’s far too much jargon surrounding the financial services industry. I’m thrive on helping people connect with ideas that matter. That might be through clear messaging, a stronger brand presence, or simply showing the human side of financial planning. I enjoy the variety and pace of agency-level work inside an independent firm, and I take real pride in supporting a team that’s known for its integrity, independence, and attention to detail. When the quality of the message matches the quality of the service, that’s when things really work.
Life Outside of Work
Outside the office, I’m usually with my young family — either coaching football, cheering from the sidelines of a football pitch or heading for the coast. I’m a keen footballer, mountain biker and scuba diver (though not all at once), and I enjoy making the most of the outdoors, especially here in Dorset. That balance between challenge and calm is something I truly value in both work and life.
