About Me
I’m a Financial Adviser at Baggette + Co Wealth Management, supporting clients in achieving their financial goals with clarity and confidence. Although I’m relatively new to the Baggette family, I originally qualified as an adviser in 2008 and bring extensive experience in pensions and investments.
I’ve always had a strong interest in investment markets, and I understand that when it comes to investing, there’s no one-size-fits-all solution. My approach is highly personalised — I enjoy helping people feel more in control of their finances, and I work collaboratively to not only improve financial outcomes but also build financial understanding along the way.
I take pride in being approachable, thorough, and genuinely invested in the long-term success of every client I work with.
My Professional Background
I began my financial services career in 2008, qualifying as both a financial adviser and stockbroker with Edward Jones. Since then, I’ve worked with a wide range of clients delivering tailored wealth advice and creating comprehensive financial plans for individuals, families, and business owners.
I’m Diploma Qualified with the Chartered Insurance Institute and am currently working towards Chartered Status — a reflection of my commitment to professional excellence.
I was drawn to Baggette + Co for its truly independent approach and the dynamic leadership of CEO Oscar Hjalmas and Managing Director Jo Hjalmas. Their forward-thinking vision and genuine dedication to clients align closely with my own values, making it the ideal place to continue doing meaningful work with real impact.
What Drives Me In My Role
What drives me most in my role is helping clients realise that even their most complex financial goals can be achievable. There’s something incredibly rewarding about seeing that moment of clarity and confidence when a client understands the path forward and feels empowered by it.
At Baggette + Co, I’m proud to be part of a team where everyone brings unique strengths, and where professional respect and collaboration are second nature. The open, friendly culture here allows us to work sincerely and honestly, always with the client’s best interests at heart.
I enjoy contributing my own experience to complement the wider team, and I’m genuinely excited by the opportunity to make a positive impact on people’s lives.
Life Outside of Work
Outside of work, I have a young family who keep me on my toes, and I spend most of my free time with them. When time allows, I enjoy running, playing cricket, or getting out on the tennis court.
I also have an unusual hobby for my downtime — keeping a close eye on investment markets and macroeconomics. In my view, the real world is often more fascinating than fiction (though I’m not above enjoying the occasional TV drama!).
My wife and I also love hiking — we’ve climbed Snowdon four times, Scafell Pike, Ben Nevis, Mount Etna and Dune 7. Once our boys are big enough, we hope to get back to it!
