Baggerman Wealth Management Ltd
Baggerman Wealth Management Ltd is a financial advisory firm that offers financial planning services for individuals and businesses. Established in 2015, the firm has a team of advisers focused on assisting clients with their financial goals.
- Tax planning
- Corporate services
- Investment planning
- Retirement planning
- Protection planning
- Mortgages and specialist banking
- Intergenerational wealth management
Locations
Digital Popularity
Social Media
LinkedIn253 Followers
Competitors
Wessex Investment Managers Ltd is an independent financial advisory firm dedicated to helping clients achieve their financial goals through impartial and unbiased advice.
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Company Details
Baggerman Wealth Management Ltd is operated by Baggerman Wealth Management Ltd and is a Active company incorporated on 28 October 2014 with the registered office located in Newbury, Berkshire. Baggerman Wealth Management Ltd was registered 10 years ago.
Status
Active
Size
Micro
Directors
1
Age
10 years old
Employees
8
Turnover
Unreported
Total Assets
£3.86M
Cash in Bank
£290.19K
Total Liabilities
-£3.86M
Teams
8
4
3
3
2
2
Director • Joined Apr 2015
Office Manager • Joined Oct 2021
Office Support Coordinator
Client Services Associate • Joined Mar 2025
Client Support Associate • Joined Apr 2022
Financial Adviser • Joined Apr 2017
Office Support Co-ordinator • Joined Aug 2019
Financial Advisor • Joined Aug 2023
Client Services Associate • Joined Mar 2025
Client Support Associate • Joined Apr 2022
Financial Adviser • Joined Apr 2017
Office Support Co-ordinator • Joined Aug 2019
Director • Joined Apr 2015
Office Manager • Joined Oct 2021
Financial Adviser • Joined Apr 2017
Financial Advisor • Joined Aug 2023
Office Support Coordinator
Client Support Associate • Joined Apr 2022
Office Support Co-ordinator • Joined Aug 2019
Office Manager • Joined Oct 2021
Office Support Coordinator
Office Support Co-ordinator • Joined Aug 2019