Our Services

Baggette + Co. believe that everyone deserves to have financial security.

We are committed to providing our clients with the best possible financial advice and service. Financial planning involves meeting your goals and objectives with robust solutions with the goal of giving you peace of mind.
At each stage, our advisers and support team will break down complex matters into each to understand objectives and outcomes.

An independent financial advisor talking through a financial plan to a customer. 01
An independent financial advisor designing a financial plan. 02
An independent financial advisor sitting in front of a laptop on a video call to a customer. 03
An independent financial advisor in Poole, sat at a desk talking about financial planning to his customers. 04


This is the first step in the financial planning process, where we will get to know you and your financial situation. We will ask about your needs and objectives, consider your attitude to risk, time frames and capacity for loss. This meeting is complimentary.


Once we have a good understanding of your financial situation, we will begin to design a financial plan for you. This plan will outline your financial goals and how you can achieve them.


We will then deliver the financial plan to you and explain it in detail, whilst answering any questions you have about the plan.


The financial plan is not set in stone. It will need to be reviewed and updated on a regular basis to ensure that it is still meeting your needs.

Ongoing Service

We understand that everyone’s needs are different. That is why at Baggette + Co. we offer service levels tailored to your circumstances to ensure we provide maximum value to you. It is a holistic approach to managing your money that considers your income, expenses, assets, liabilities, and insurance.


This is for people in the early-stage of financial planning. On an annual basis, we assess your current financial situation and goals over the short-, medium- and long-term horizon. As circumstances change, we review our advice and continue to provide tailored recommendations for how to achieve your objectives.


This is for people who are approaching retirement or recently retired. Your focus may have shifted towards this next stage of life and how you will manage your financial objectives during this time. Mid-stage financial planning is the process of assessing your current financial situation and setting financial goals for the next 5-10 years.


This is for people who have retired for some time and may be drawing on retirement finances to sustain their lifestyle. This later stage of financial planning is the process of assessing your current financial situation and setting sustainable financial goals for the rest of your life.


This is for people who have complex financial situations and need continuous evaluation of their financial portfolio. These reviews will typically include inheritance tax planning, specialised investments and a more vigorous investment approach. It is likely that you will have investible assets in excess of £750,000.

Our Service PropositionsAdvanceEvolveMaximise
Use of the Personal Finance Portal Advance Evolve Maximise
Annual Valuation of Investment Portfolio Advance Evolve Maximise
Asset Allocation Review Advance Evolve Maximise
Review Meeting with Dedicated Financial Adviser
Advance – every 6 months
Evolve – every 12 months
Maximise – every 36 months
Advance Evolve Maximise
Annual Investment Risk Assessment Advance Evolve Maximise
Annual Suitability Report Advance Evolve Maximise
Access to our Client Servicing Team Advance Evolve Maximise
Bed and ISA Facility Advance Evolve Maximise
Cashflow Modelling Advance Evolve Maximise
6-month progress meeting with optional valuation Advance Evolve Maximise
Liaising with other professionals (solicitors, accountants, etc) Advance Evolve Maximise
2x Investment Top-Ups or Withdrawals per annum Advance Evolve Maximise
No charge for dependents (under 25) investments under our management Advance Evolve Maximise
Mortgage Broker Discount Advance Evolve Maximise
An independent financial advisor sitting in front of a laptop on a video call to a customer.

Talk to an adviser