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Monday 8:30am - 5pm Tuesday 8:30am - 5pm Wednesday 8:30am - 5pm Thursday 8:30am - 5pm Friday 8:30am - 5pm

Baggette + Co Wealth Management

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Baggette + Co Wealth Management

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Baggette + Co Wealth Management, Financial planner, North House, Braeside Business Park, Sterte Avenue West, Poole.

18/06/2026

Most business owners know what their business does. Far fewer know what it’s actually worth, and what that value could mean for their future. 💭

In this latest insight, Warren Kavanagh explores how business valuations work in practice, the tax implications that can follow a sale or transfer, and why understanding the numbers early can make a significant difference to both negotiations and long-term financial planning.

From Capital Gains Tax and Inheritance Tax to Business Asset Disposal Relief and succession planning, the guide explains the key considerations business owners should understand before making important decisions.

You can read the full insight via the Updates section of our website (link in bio). 🌐

17/06/2026

More than 30 years of experience. A deeply relationship-led approach to financial planning. And a strong belief in genuinely independent advice. 💭

Jonathan Holdaway recently joined Baggette + Co. Wealth Management as a Chartered Financial Planner, bringing extensive expertise across retirement planning, pensions, tax planning and later-life financial advice.

This news release explores Jonathan’s career journey, what attracted him to Baggette + Co., and why helping clients feel more confident about retirement planning remains such an important part of his work.

You can read the full news release via the Updates section of our website:

🔗 https://www.baggette.co.uk/updates/

16/06/2026

A huge congratulations to Jamie Beeton on his 1-year workiversary with Baggette + Co. Wealth Management. 👏

Over the last year, Jamie has become a valued part of the team, bringing plenty of personality, energy and positivity to the office alongside the great work he does supporting both clients and colleagues.

In that time, he’s also continued progressing towards his long-term goal of becoming a Financial Adviser, recently earning a promotion to Client Relationship Manager as part of that journey.

We’re really pleased to have Jamie as part of the team and look forward to seeing his continued development over the years ahead. 😊

15/06/2026

It's time for another Meet the Team. 😊

This time, we're introducing Laura Drake, our Senior Client Relationship Manager.

Laura has been part of Baggette + Co. Wealth Management for over two years and is passionate about making sure clients always feel supported, informed and looked after. As one of the first points of contact for many of our clients, she takes real pride in building strong relationships and delivering the high level of service we're known for.

However, there's plenty more to Laura than her job title. From life on a cruise ship to a talent for photography, take a scroll to get to know her a little better. ⬇️

12/06/2026

This feedback from one of Keith Baggette's clients highlights the trust that's built over many years. 👨‍👩‍👧‍👦

Being trusted to support multiple generations of the same family is a real privilege and reflects the importance we place on long-term relationships at Baggette + Co. Wealth Management.

If you're looking for an Independent Financial Adviser who can support you and your family over the long term, reach out to Keith Baggette at [email protected] or call 01202 676983 — he'll be happy to help.

🔗 https://www.baggette.co.uk/people/keith-baggette/

11/06/2026

We’re delighted to welcome Jonathan Holdaway to Baggette + Co. Wealth Management as a Chartered Financial Planner. 😊

Jonathan brings with him more than 25 years of experience in financial services, alongside a deeply relationship-led approach to financial planning and a genuine passion for helping clients feel more confident about their financial future.

As one of the first 600 Chartered Financial Planners in the UK, Jonathan has built extensive expertise across pensions, investments, estate planning and wealth management, while continuing to further his knowledge through ongoing study and professional development.

Having spent time advising expats internationally before returning to the UK to be closer to family, Jonathan was looking for a genuinely independent firm that shared his values around honesty, integrity and putting clients first.

We’re really excited to have Jonathan as part of the team and look forward to the experience, care and expertise he’ll continue to bring to our clients. 💙

You can find out more about Jonathan and his background via his profile on our website:

🔗 https://www.baggette.co.uk/people/jonathan-holdaway/

09/06/2026

Great financial planning is built on people, not products. 💭

In this latest conversation from The Financial Journey series, Oscar Hjalmas sits down with Steve Foster to explore his journey into financial planning, why independence matters so much to him, and how the profession has evolved away from sales-driven advice towards long-term client relationships.

From supporting clients through retirement and bereavement to building trust over decades, it’s an honest discussion about the responsibility that comes with helping people make some of life’s biggest financial decisions.

You can now watch the full video and read the complete transcript on our website:

🔗 https://www.baggette.co.uk/preparation/the-journey-to-becoming-a-financial-adviser/

08/06/2026

Last Wednesday, some of the team swapped the office for a day volunteering at Outdoor Centre. 🌿

From dismantling and rebuilding a bouldering wall to plenty of digging, lifting and hands-on maintenance work, it was definitely a different kind of working day for Oscar Hjalmas, Jo Hjalmas, Pip Campbell, Harry Shivas, Lee Taylor and Caitlin Frampton.

Avon Tyrrell does incredible work creating outdoor learning experiences and opportunities for young people, and it was great to play a small part in helping maintain such an important space.

It was also a brilliant opportunity for the team to spend time together away from the office, get stuck into something completely different and support a fantastic organisation at the same time.

A big thank you to the Avon Tyrrell team for having us. 😊

05/06/2026

This feedback comes from one of Oscar Hjalmas' clients and highlights something we're very proud of at Baggette + Co. Wealth Management. 🌟

While Oscar leads the advice, there's a whole team working behind the scenes to help ensure every client receives a level of service that exceeds their expectations.

Every report, review meeting, query and piece of administration relies on a dedicated team working together to deliver a seamless experience for our clients.

If you're looking for an Independent Financial Adviser backed by a team committed to delivering exceptional service, reach out to Oscar Hjalmas at [email protected] or call 01202 676983 — he'll be happy to help.

03/06/2026

May, in review. ☀️

A month of team development, career progression, community support and a little healthy competition.

Here are a few highlights:

Victoria’s promotion to Paraplanner

A well-deserved promotion for Victoria Coslett as she continues building the technical experience and expertise needed on her journey towards becoming an Independent Financial Adviser. 👏

Lunchtime Learning with Stuart

Stuart Buchan shared valuable networking insights with the team, covering everything from building genuine relationships to getting the most out of networking events. 🤝

How Solicitors and IFAs Work Together

Harry Shivas explored how collaboration between solicitors and independent financial advisers can help improve client outcomes, particularly across probate, trusts, deputyship, divorce and estate planning matters. ⚖️

Client Servicing Administrator Vacancy

We announced a new opportunity to join our growing team and are still on the lookout for a Client Servicing Administrator to help support our clients, advisers and wider financial planning process. 🔭

Volunteering at Routes to Roots

Some of the team spent an afternoon helping prepare and serve lunch, supporting the fantastic work Routes to Roots does within our local community. 💙

Why your Will, LPA and expression of wishes matter more after the April 2027 pension changes

Jonathan Holdaway explored why the upcoming pension inheritance tax changes make estate planning fundamentals more important than ever. 📝

May’s Fika

With the sun finally making a more regular appearance, the team enjoyed yoghurt bowls topped with fruit, granola, chocolate chips and honey. 🍓

Our Q2 Company Update

A valuable opportunity for the whole team to come together, reflect on progress so far this year, understand what different departments have been working on and see how everyone contributes towards our wider goals. 📈

A Killer Darts Rematch

Round three of our office darts competition took place, with Tanya Richardson claiming the title this time. 🎯

Thank you to everyone who’s been part of it, we're looking forward to seeing what June brings. 😊

Address

North House, Braeside Business Park, Sterte Avenue West
Poole
BH152BX

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 5pm

Telephone

+441202676983

Website

https://linktr.ee/baggette_co

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