About Me
I’m the CEO and a Chartered Financial Planner at Baggette + Co Wealth Management, working closely with clients across Dorset, Bournemouth, and Poole to deliver tailored, independent financial advice.
I specialise in supporting business owners and navigating complex financial planning needs, bringing a human touch to wealth management, ensuring that clients feel confident, comfortable, and truly understood.
I’m known for my efficient yet friendly approach, whose focus is always on clarity: helping people make sense of their money and decisions. Whether it’s solving a technical challenge or simply sitting down for a meaningful conversation, I’m most in my element when speaking with people and building long-term relationships based on trust.
My Professional Background
My journey into financial planning is deeply personal. After seeing the distress caused to my grandmother by poor financial advice, I made it my mission to ensure others wouldn’t experience the same. Before becoming an Independent Financial Adviser, I worked as a trader at a private bank, where I developed a keen understanding of markets and investments.
I hold an MSc in Wealth Management, am a Chartered Financial Analyst (CFA), and proudly wear the badge of Chartered Financial Planner. My CFA qualification announcement alone resonated with over 10,000 people on LinkedIn!
I was originally drawn to Baggette + Co by its founder, Keith Baggette. I now lead the firm alongside my wife, Jo, with a deep sense of purpose and pride.
What Drives Me in My Role
For me, everything starts with people. I thrive on the conversations that unlock understanding and ease, when clients say they finally feel comfortable with their finances, that’s the true reward.
My work helps uphold Baggette + Co’s longstanding commitment to integrity, independence, and putting people first. Whether guiding someone through a major life decision or building long-term planning strategies, I aim to bring a calm, consistent presence and a passion for helping clients take control of their future.
Life Outside of Work
I live in Merley with my wife Jo and our seven-year-old daughter, and love nothing more than heading out on quirky family adventures. From travelling the world to enjoying simple pleasures like Moors Valley walks or beach days near Bournemouth, family time is always a priority for me. When I’m not planning holidays or working with clients, you’ll often find me training for a half Ironman or relaxing in one of Dorset’s many great pubs.
