Nurturing your investment for optimal growth

At Baggette & Company we are passionate about providing bespoke investment advice for our clients, building lasting relationships and taking the time to understand your personal or business goals helping you plan towards a financially secure future.

We are proud to be recognised as one of the few wealth management firms in the south to have attained Chartered status, an accreditation that demonstrates our commitment to professionalism and high standards and helps you trust that your finances are in safe hands.

Delivering quality advice, we can provide you with comprehensive investment solutions and ongoing support to help you achieve your financial goals in a tax efficient manor.

At Baggette & Company we implement carefully constructed, risk-rated portfolios which enable you to spread your investments across a wide range of global asset types, and choose fund managers with different investment styles to create a balanced and diversified investment solution.

Working with you, we ascertain your personal approach to risk, your short-term, mid-term and long-term financial goals and your individual wealth strategies.

Our highly skilled and expert advisers will continue to work with you to review and revise your investments based on current markets and opportunities.

Baggette & Company… the name to trust when it comes to investing your money.

  • Unit Trusts & Open-Ended Investment Companies
  • Investment Bonds
  • Buy to Let Property Investments
  • Stocks & Shares ISA’s
  • Tax & Qualifying Life Insurance Products
  • Investment Trusts
  • Hedge Funds
  • Children’s Bonds
  • Tracker Funds & Exchange Traded Funds

Leading Chartered Financial Planners

With over £160 million in funds under our management and administration, you can be sure this is a relationship that you can trust.

Baggette and Company Wealth Management can help make your money work for you. We are a firm of financial planners with offices in Poole and London and have been awarded the status of Chartered Financial Planners by the Chartered Insurance Institute, the gold standard for Financial planners.

Get In Touch

Send us a message

Contact form
Personal information will be treated as confidential by us and held in accordance with the General Data Protection Regulation. Please ensure you read our Privacy Policy which explains how we process and retain your personal data.