Pension Planning & Strategy

Helping you achieve your retirement goals

Retirement planning and organising your retirement income is not something to leave to chance.

Depending upon your age and your circumstances, our approach is to offer you independent financial advice to help you to make the right decisions.

At Baggette & Company it’s all about designing an individual approach to your finances that helps you reach your personal goals.

You will be seeking expert and professional pensions and investments advice, creating peace of mind for you and your family.

As part of the Baggette & Company complete financial planning and investment service, we can review your current pension arrangements and offer advice on starting an investment fund, consolidation, flexi access, drawdown or annuities.

Whether you need to set up or review existing retirement planning strategies, for you or your employees, we have ways to help you make the most of your retirement opportunities and maximise your pension fund.

Secure your financial future by speaking to our pensions and retirement experts at Baggette & Company.

  • Personal pension
  • Defined contribution benefit scheme
  • Defined benefit contribution scheme
  • Self-invest personal pension
  • NEST pension
  • Multi-employer pension schemes
  • Pensions for the self-employed
  • First pensions
  • Stakeholder pensions

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.

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