Baggette + Co Wealth Management

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Retirement planning isn't just about numbers on a page. It's about knowing you have someone in your corner who understan...
29/05/2026

Retirement planning isn't just about numbers on a page. It's about knowing you have someone in your corner who understands your concerns, answers your questions and helps you feel confident about the future. 🤝

This feedback for Steve Foster is a great reminder that the best adviser-client relationships are built on trust, communication and genuine care.

If you're looking for an Independent Financial Adviser who combines financial expertise with a genuinely personal approach, reach out to Steve Foster at [email protected] or call 01202 676983 — he'll be happy to help.

🔗 https://www.baggette.co.uk/people/steve-foster/

A big congratulations to Victoria Coslett on her promotion to Paraplanner. 👏Since joining Baggette + Co. Wealth Manageme...
28/05/2026

A big congratulations to Victoria Coslett on her promotion to Paraplanner. 👏

Since joining Baggette + Co. Wealth Management last year, Victoria has already made a significant impact, bringing with her a wealth of experience across investments, tax, operations and financial services.

Her promotion marks another important step on her journey towards becoming an Independent Financial Adviser, as she continues to build the technical experience and expertise that sits at the heart of great financial planning.

This news release explores Victoria’s career journey so far, what attracted her to financial planning, and why supporting long-term career development remains such an important part of what we do.

Read the full story here:
🔗 https://www.baggette.co.uk/news/victoria-coslett-promoted-to-paraplanner-baggette-co-wealth-management/

Legal advice and financial advice are different disciplines, but in many cases the best client outcomes come when the tw...
27/05/2026

Legal advice and financial advice are different disciplines, but in many cases the best client outcomes come when the two work together. 🤝

Probate. Trusts. Deputyship. Divorce. Estate planning.

These are all areas where financial decisions sit alongside legal ones, and where having documented, regulated financial advice can help clients make informed decisions while providing a clear rationale that can stand up to scrutiny.

In this latest insight, Harry Shivas explores how collaboration between solicitors and Independent Financial Advisers works in practice, the types of cases that benefit most, and why independence matters when building professional referral relationships.

Read the full insight here:
🔗 https://www.baggette.co.uk/accumulation/solicitors-guide-independent-financial-adviser/

Yesterday, Pip, Stuart, Sandra, Caitlin and Tanya spent the afternoon volunteering with . 💙The team took over the luncht...
26/05/2026

Yesterday, Pip, Stuart, Sandra, Caitlin and Tanya spent the afternoon volunteering with . 💙

The team took over the lunchtime cooking, serving up chilli con carne followed by cake and ice cream for dessert, helping support the incredible work Routes to Roots does for people who are homeless or vulnerably housed within our local community.

While we regularly support Routes to Roots through fundraising initiatives such as our Bake Offs and Steps Challenges, it’s always valuable for the team to see first hand where those donations go and the difference they help make, alongside getting involved directly ourselves.

A big thank you to the team at Routes to Roots for having us. 😊

Last Thursday’s Lunchtime Learning session was delivered by Stuart Buchan, focusing on something that can play a huge ro...
25/05/2026

Last Thursday’s Lunchtime Learning session was delivered by Stuart Buchan, focusing on something that can play a huge role in both personal and professional growth… networking. 🤝

From the importance of building genuine relationships to how to prepare properly and get the most out of networking events, Stuart shared plenty of valuable advice and practical tips with the team.

Having attended countless networking events throughout his career, there was a huge amount of experience in the room to learn from, and plenty of insights the team could take away and apply themselves.

A big thank you to Stuart for a really engaging and useful session. 😊

This feedback for Neil Surtees highlights something we place huge importance on at Baggette + Co. Wealth Management. Fin...
22/05/2026

This feedback for Neil Surtees highlights something we place huge importance on at Baggette + Co. Wealth Management. Financial planning should feel smooth, well organised and reassuring from start to finish. 🛡️

When clients know everything is being properly looked after and there’s a clear plan in place, it gives them the confidence to actually enjoy life, knowing their finances are in safe hands.

If you’re looking for an Independent Financial Adviser who makes the process feel straightforward and stress-free, reach out to Neil at [email protected] or call 01202 676983 — he’ll be happy to help.

🔗 https://www.baggette.co.uk/people/neil-surtees/

A huge congratulations to on securing European football for the first time in the club’s 127-year history. 🍒What this g...
21/05/2026

A huge congratulations to on securing European football for the first time in the club’s 127-year history. 🍒

What this group of players, staff and coaches have achieved is genuinely remarkable.

Over recent years, the club has continued to build something that supporters can be incredibly proud of, not just through results, but through the culture, belief and identity that’s been created along the way.

To see a club that was fighting to stay in the Football League not all that long ago now qualify for Europe is an incredible achievement and a brilliant moment for the town, the supporters and everyone connected with AFC Bournemouth.

It also makes us even more excited to continue our partnership with AFC Bournemouth’s The Net and support a club enjoying such a historic season. 💙

Most business owners focus on the sale price. Far fewer focus on what they actually need from the sale. 🤔That gap can ma...
20/05/2026

Most business owners focus on the sale price. Far fewer focus on what they actually need from the sale. 🤔

That gap can make a significant difference to your financial future.

In the latest insight from The Financial Journey: Business Exit Series, Oscar Hjalmas breaks down how to define your target number, understand your asset gap, structure your exit tax-efficiently, and plan for what happens after the deal completes.

Because a successful exit isn’t just about agreeing a price, it’s about making sure it supports the life you want next.

Read the full insight here:
🔗 https://www.baggette.co.uk/preparation/business-exit-financial-planning/

18/05/2026

Great financial planning relies on great client service. 🤝

At Baggette + Co. Wealth Management, we’re looking for a Client Servicing Administrator to join our growing team and play a key role in supporting both our clients and Independent Financial Advisers.

From managing client communications and preparing review documentation to handling Letters of Authority and maintaining accurate records, this role sits right at the heart of the client journey.

So, why join us?

✔ Be part of a long-established, Chartered and genuinely independent Wealth Management firm
✔ Work within a collaborative team that values high standards and exceptional client service
✔ Build a long-term career within financial services, with ongoing training and development support
✔ Enjoy hybrid working flexibility, with our HQ overlooking Holes Bay in Poole

If you’re organised, personable and passionate about delivering great client service, we’d love to hear from you.

Find out more and apply here:
🔗 https://www.baggette.co.uk/about/careers/client-servicing-administrator-vacancy/

Or contact our Head of Client Services, Catrin Promitzer, at [email protected] for a confidential chat.

Making the decision to change adviser is a big step, so it’s always rewarding to hear when clients feel they’ve made the...
15/05/2026

Making the decision to change adviser is a big step, so it’s always rewarding to hear when clients feel they’ve made the right move. 💙

This feedback for Oscar Hjalmas and Harry Shivas highlights the value of clear guidance, a welcoming approach and a team that works together to deliver a high standard of service from the outset and beyond.

If you’re looking for an Independent Financial Adviser who delivers clear, professional advice backed by a supportive team, reach out to Oscar Hjalmas at [email protected] or call 01202 676983 — he’ll be happy to help.

🔗 https://www.baggette.co.uk/people/oscar-hjalmas/

With the sun finally making a more regular appearance, May’s Fika called for something a little more refreshing…🍓This mo...
13/05/2026

With the sun finally making a more regular appearance, May’s Fika called for something a little more refreshing…🍓

This month, the team enjoyed yoghurt bowls with a selection of toppings including fresh fruit, granola, chocolate chips and honey. An ideal start to the morning and, as always, a great chance to catch up properly about everything outside of work.

A big thank you to Caitlin for organising such a lovely way to start the day together. 😊

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

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