Baggette + Co.
Baggette + Co. is an independent financial advisory firm based in Poole, Dorset, providing financial planning and investment management services. They offer a range of services related to financial planning and wealth management.
- Mortgages
- Financial Planning
- Sustainable Investments
- Life Insurance & Protection
Locations
Competitors
Quilter is one of the UK's leading wealth managers, dedicated to helping individuals plan and manage their finances.
Symes Wealth Management Limited is a financial advisory firm that focuses on providing personalised financial planning services.
Company Details
Baggette + Co. is operated by Baggette & Company Wealth Management Limited and is a Active company incorporated on 27 January 2010 with the registered office located in Poole, Dorset. Baggette & Company Wealth Management Limited was registered 15 years ago.
Status
Active
Size
Small
Directors
2
Age
15 years old
Employees
21
Turnover
Unreported
Total Assets
£1.27M
Cash in Bank
£587.79K
Total Liabilities
-£745.35K
Teams
24
17
14
8
2
Chairman • Joined Apr 2023
Compliance Manager • Joined Sep 2023
Business Development Executive • Joined Jan 2008
Managing Director • Joined Jul 2022
Head Of Marketing • Joined Jul 2024
Business Development Manager • Joined Jan 2008
Client Relationship Manager • Joined Feb 2025
Head Of Client Services • Joined Feb 2025
Senior Client Relationship Manager • Joined Mar 2020
Head Of Mortgage Client Services • Joined Apr 2020
Chartered Financial Adviser • Joined Mar 2015
Compliance Manager • Joined Sep 2023
Business Development Executive • Joined Jan 2008
Managing Director • Joined Jul 2022
Head Of Marketing • Joined Jul 2024
Business Development Manager • Joined Jan 2008
Head Of Client Services • Joined Feb 2025
Senior Client Relationship Manager • Joined Mar 2020
Mortgage And Protection Consultant • Joined Apr 2021
Independent Financial Advisor • Joined May 2024
Mortgage And Protection Consultant • Joined Apr 2021
Chartered Financial Adviser • Joined Mar 2015
Mortgage And Protection Adviser • Joined Jul 2023
Independent Financial Advisor • Joined May 2024
Mortgage Broker • Joined Jun 2024
Chartered Financial Adviser • Joined Nov 2017
Chartered Financial Planner • Joined Jun 1986
Mortgage Broker • Joined Oct 2023
Senior Protection Adviser • Joined Mar 2023
Senior Paraplanner • Joined Oct 2024
Business Development Executive • Joined Jan 2008
Business Development Manager • Joined Jan 2008
Client Relationship Manager • Joined Feb 2025
Senior Client Relationship Manager • Joined Mar 2020
Mortgage And Protection Consultant • Joined Apr 2021
Mortgage Broker • Joined Jun 2024
Mortgage Broker • Joined Oct 2023
Mortgage Broker • Joined Apr 2024
Head Of Mortgage Client Services • Joined Apr 2020
Mortgage And Equity Release Adviser & Senior Mortgage Administrator • Joined Dec 2024
View 24 members